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Set Up and Maintain Your Salesforce Organization
Reports and Dashboards in Setup with Agentforce

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Reports and Dashboards in Setup with Agentforce

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 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 reports and dashboards.

Note
Note Working with custom report types requires Data 360 to be enabled in your org.
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

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.
 
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