Loading
Feature degradation | Gmail Email delivery failureRead More
Set Up and Maintain Your Salesforce Organization
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Reports and Dashboards in Setup with Agentforce (Beta)

            You are here:

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

            Reports and Dashboards in Setup with Agentforce (Beta)

            Use Agentforce to create custom report types to meet your users’ reporting requirements. The agent examines existing report types to find some related to your request. It also proposes the structure of a new custom report type that closely matches your specifications.

            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 reports and dashboards.

            Supported Task Example Requests Additional Required User Permissions
            Get information on supported tasks for reports and dashboards
            • “What can you do related to reports and dashboards?”
            • “How can you help me with reports and dashboards?”
            		 None
            Suggest an existing report type that meets specific criteria or create a new report type if one doesn't exist
            • “Create a report type on Accounts, Contacts, and Opportunities.”
            • “Create a report type with service cases, entitlements, and customer satisfaction surveys.”

            Manage Report Types

            AND

            Data Cloud User permission set

            AND

            Prompt Template User permission set

            Report and Dashboard Considerations

            • Report type evaluation and creation can take up to 24 hours to become available after Setup with Agentforce is enabled.
            • Reports and dashboards functionality isn’t available in orgs with Trial status.
             
            Loading
            Salesforce Help | Article