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Set Up and Maintain Your Salesforce Organization
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            Setup Information and Navigation (Beta)

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set Up and Maintain Your Salesforce Organization

            Setup Information and Navigation (Beta)

            Use Agentforce to get information sourced from Salesforce documentation directly in the flow of work, with links to relevant Setup pages or Salesforce Go features. You can also get information about setup changes tracked in the Setup Audit Trail.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
            User Permissions Needed
            To use Setup with Agentforce:

            The required permissions for Setup with Agentforce. See Assign Required Permissions and Access for Setup with Agentforce (Beta).

            AND

            The required permissions for the task listed in the table.
            Note
            Note Setup with Agentforce is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement, if executed by Customer, and the Non-GA Credit Consumption term in the Product Terms Directory. Enabling this pilot or beta service consumes Data 360 credits and is at the Customer's sole discretion.

            Agentforce can help you with these tasks and requests related to Setup information and navigation.

            Supported Task Example Requests Additional Required User Permissions
            Get information on what the Setup agent can help you with.
            • “What can you do?”
            • “What can you do related to user management?”
            		 None
            Get information about a Salesforce task or feature and get links to relevant setup pages
            • “How do I enable knowledge search answers in experience sites?”
            • “How to do pre-filtering with search manager?”
            		 None
            Navigate directly to the relevant Setup or Salesforce Go page to complete a task
            • “Where can I create my own Agentforce agent?”
            • “Where can I configure org wide email addresses for sending emails?”
            		 None
            Get Setup Audit Trail entries filtered by a specific criteria
            • “Show changes made by Connor Tan during the last 100 days.”
            • “Filter audit trail data by changes related to permission sets.”
            		 None

            Setup Information and Navigation Considerations

            • When Setup with Agentforce is initially enabled in your org, navigation links may take up to 20 minutes to become available.
            • Data 360 standard permission sets are associated with the default data space when Data 360 is enabled. For more information, see Associate a Permission Set with a Data Space.
             
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