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

          Identity Management in Setup with Agentforce (Beta)

          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 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 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
          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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