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Set Up and Maintain Your Salesforce Organization
Identity Management in Setup with Agentforce

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Identity Management in Setup with Agentforce

Use Agentforce to configure Salesforce identity services like creating an external client app or migrating a connected app.

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 Grant Permissions to Use Setup with Agentforce.

AND

The required permissions for the task listed in the table.

Agentforce can help you with these tasks and requests related to user identity.

Supported Task Example Requests Additional Required User Permissions
Get information on supported tasks for identity management
  • “What can you do related to identity management?”
  • “How can you help me manage identity services?”
 None
Summarize a connected app
  • “Summarize the Acme connected app.”
 Manage Connected Apps
Migrate a connected app to an external client app
  • “Migrate the Acme connected app to an external client app.”
 Manage Connected Apps
Create an external client app
  • “Create a new external client app.”
  • “Make an external client app.”
 Create, edit, and delete External Client Apps
Summarize an external client app
  • “Summarize the Acme external client app.”
  • “I want to summarize an external client app.”
  • “Summarize an external client app.”
 View all External Client Apps
Initiate an Auth Provider
  • “I want to integrate an Auth Provider.”
  • “I want to initiate an auth provider with Salesforce.”
  • “I want to initiate an auth provider with Google.”
 None
Get a list of external client apps or connected apps
  • “List all the external client apps.”
  • “List all the external client apps named Acme App.”
  • “List external client apps with contact email acme@example.org.”
  • “List all the connected apps.”
  • “List all the connected apps with name containing Acme.”
 Manage Connected Apps
Disconnect Salesforce Authenticator from a User
  • “I want to disconnect Salesforce Authenticator from Jason Beck.”
 Manage Multi-Factor Authentication in User Interface
Summarize security compliance
  • "Summarize MFA adoption."
  • "Show me admin users without phishing-resistant MFA."
 None
Get a list of login failures
  • “Show me login history with failed password attempts.”
  • "Can you show me login errors for mobile users?"

Execute Prompt Template

AND

Monitor Login History
Summarize login failures
  • “Summarize login history for Mary Evans.”
  • “Summarize login failures by platform.”
 Monitor Login History
Set up an Auth. Provider
  • “Create an OpenID Connect authentication provider."
  • "How do I create an authentication provider?"
 Manage Auth Providers
 
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