Setup Home with Agentforce

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions

To start a conversation with the Setup Agent with an example prompt, use the Prompt Library next to the prompt bar.

The categorised recommendations on Setup Home and conversation recommendations in the Agentforce panel—are personalized based on your activity, helping you quickly get started on common tasks with fewer clicks. To get more personalized recommendations based on your activity in Setup, enable Enhanced Conversation Recommendations.

Setup with Agentforce generates categorized and conversational recommendations from signals in user utterances. These recommendations can reflect personalisation factors such as Setup Audit Trail activity, a user’s most recently used (MRU) data, and how often they open Setup pages.

Setup Home also includes an overview of your Salesforce org health and usage metrics so you can identify issues and potential improvements without navigating to many Setup pages. This section gives you access in one central location to essential information such as a security health score, license usage, data and file storage, and org optimization recommendations.

The Agentforce-enabled Setup Home page isn't available in Setup apps that have their own customized home page, such as Data 360 and Service Cloud.