Setup with Agentforce
Salesforce's new agent-driven Setup experience streamlines administrative tasks with the help of an AI assistant. Powered by the Atlas Reasoning Engine, its conversational interface allows you to ask questions or give commands using natural language. Activities such as creating objects, Lightning pages, and flows; managing users and user access; and troubleshooting formulas are more efficient and intuitive, with reduced navigation and fewer clicks.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions |
You can share feedback about Setup with Agentforce in the dedicated Trailblazer Community group.
What Can Setup with Agentforce Do?
The Setup agent supports many administrative tasks, including:
- Troubleshooting user access
- Managing users
- Managing permission sets, permission set groups, organization-wide defaults, and sharing rules
- Creating custom objects and fields
- Creating and managing flows
- Getting information from Salesforce Help
- Navigating to the right Setup page to complete a task
- Creating a custom report type
- Creating Lightning pages
- Creating, modifying, and getting an explanation of formulas
- Getting information about org health, usage, and licenses
- Many other administrative tasks. See all tasks that the Setup agent can help with.
How Do I Use Setup with Agentforce?
The Setup agent is available from every page in Setup. You can chat with the agent in the Agentforce panel while still viewing and navigating through Setup. And when necessary, the conversation can transition into a full-sized agentic experience that opens new conversations in different console tabs and includes a canvas to display rich content such as record details, list views, and metadata previews.
Setup with Agentforce also enhances the Setup Home page with a prompt bar, org health and usage metrics, and conversation recommendations to let you quickly get started working with an agent to complete common tasks.
The Setup agent respects user permissions, and doesn’t make any changes without your approval. Reply to the suggested change with “Confirm,” “Proceed,” or “Yes,” for example, and the agent makes the suggested changes.
Salesforce orgs are allocated 500 free Setup agent actions per month across all users in the org. This limit resets on the first of the month.
Why Use Setup with Agentforce?
Setup with Agentforce helps you complete repetitive work faster and more efficiently. For example, instead of navigating through multiple Setup pages to create a permission set, enable its permissions, and assign it to users, you can describe what you need in natural language and let the Setup agent complete these steps with your approval.
The Setup agent can also provide quick access to information that would otherwise require manual queries or investigation. For example, when troubleshooting user access issues, the agent can quickly check permission set assignments, profile settings, and sharing rules without requiring you to write SOQL queries or check multiple pages.
Setup with Agentforce can help experienced admins save time on routine tasks, letting them focus on strategic work. The Setup agent can help quickly gather insights about an org, such as user license counts, permission set assignments, or configuration details, which makes maintenance and cleanup more efficient. For newer admins, Setup with Agentforce can reduce complexity by providing step-by-step guidance for common tasks. The Setup agent can also answer questions about Salesforce features and administrative procedures, drawing from Salesforce documentation.
- Configure Setup with Agentforce
Before you can use the Setup agent, you must enable both Agentforce and Setup with Agentforce. - Grant Permissions to Use Setup with Agentforce
Review access requirements for Setup with Agentforce and how to configure this access for users. All users must be assigned permissions to turn on or use the Setup agent. - Set Up Enhanced Conversation Recommendations
By default, Setup with Agentforce conversation recommendations are personalized using your Setup Audit Trail and your Setup agent conversations. To improve your recommendations in searches and agent conversations, turn on Enhanced Conversation Recommendations. This feature collects your page views, CRUDs (create, read, update, and delete actions), and other runtime data, and then exports your insight to Data 360 and the personalization layer to improve Setup agent recommendations. - Setup Home with Agentforce
In Winter ‘26, Setup Home was redesigned to provide a more efficient experience, and enhanced with dedicated tiles from Salesforce Go and more. Agentforce takes that new Home page and gives it an AI upgrade, adding a prompt bar where you can ask questions or enter a prompt to start working with the agent. - Use Setup with Agentforce
You can get started with Agentforce from any page in Setup. - Get Started with Setup with Agentforce
Get up and running with Setup with Agentforce by setting up permissions and enabling the feature. See what the Setup agent can do through asking example questions. - Explore What Setup with Agentforce Can Do
Review all the available features and tasks that Setup with Agentforce supports. Setup with Agentforce can assist with many common administrative tasks in Setup to help streamline your work and increase efficiency. - Considerations for Setup with Agentforce
When using Setup with Agentforce, keep these supported functionality, usage, limitations, and other considerations in mind.
