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Salesforce Help Agent on help.salesforce.com
Publish Date: May 27, 2026
Description
Article Table of Contents:
Unlock More with Help Agent
Getting Started with Help Agent
How to Get Better Answers from Help Agent
Key Help Agent Features and Experiences
Additional Help Resource
Unlock More with Help Agent
Help Agent, powered by Agentforce, is an AI-enabled experience designed to help you get answers and guidance faster across your Salesforce journey.
Whether you're troubleshooting an issue, learning a new feature, managing support cases, or looking for personalized guidance, Help Agent connects you to trusted Salesforce resources in the moment you need them.
Help Agent is available across multiple Salesforce experiences, helping you stay productive without interrupting your workflow. In this article, you'll learn:
- What Help Agent can do
- Where you can access it
- Tips for getting better answers
- Key Help Agent features and experiences available today
Getting Started with Help Agent
Help Agent helps you quickly find answers, troubleshoot issues, and get personalized guidance using trusted Salesforce content and best practices. You can use Help Agent to:
- Get step-by-step guidance tailored to your task
- Ask questions and troubleshoot issues
- Learn about Salesforce features and best practices
- Discover relevant documentation and resources
- Manage support cases
Simply ask your question in natural language, just as you would with a teammate.
Looking for a quick overview? Check out this video on getting started with Help Agent.
Where to Access Help Agent
Depending on your experience, Help Agent is available in different locations, including:
- Salesforce Help
- Slack Help Center
- Informatica Help portal
- Rolling release: Inside the Salesforce product
Access methods and available features may vary across channels, including Salesforce Help, Slack Help Center, and Informatica Help Center.
How to Get Better Answers from Help Agent
Help Agent works best when your questions include clear details and context. Think of it like asking a teammate for help: the more specific your question is, the easier it is to provide accurate, actionable guidance. These examples and tips can help you get more useful answers faster.
Tips for Better Answers
| Tip | Why It Helps |
| Be specific about what you're trying to do. | Include the product, feature, or area you're working in so Help Agent can provide more relevant answers. |
| Include relevant context. | Share your role, what you've already tried, and any error messages improves troubleshooting accuracy. |
| Ask one question at a time. | Focused questions typically result in clearer, more complete answers. |
| Use action-oriented language. | Questions like “How do I…” or “I’m trying to…” help clarify your goal. |
| Request a preferred format if needed. | You can ask for step-by-step instructions, summaries, or troubleshooting guidance. |
| Refine your question if needed. | If the first response isn’t quite right, add more detail or clarify your request. |
Prompt Examples
| Scenario | Less Effective Prompt | Better Prompt | Why the Better Prompt Works |
| General question | “It’s not working.” | “I’m an admin and I’m getting an error when trying to activate a Flow in Setup. The error says ‘insufficient access.’ What should I check?” | Includes the user role, product area, specific action, and error message. |
| Feature help | “How do I add users?” | “How do I add a new user in Salesforce and assign them a Permission Set? I’m in a Sales Cloud org.” | Adds context about the task and environment. |
| Error troubleshooting | “I have an error.” | “I’m getting a FIELD_INTEGRITY_EXCEPTION error when saving an Opportunity. I’m using a custom validation rule. How do I debug this?” | Provides the exact error and relevant technical details. |
| Multi-question | “How do reports work and what are dashboards and can I export them?” | “How do I create a report in Salesforce and export it to Excel?” | Focuses on one task instead of multiple unrelated questions. |
| Integration issue | “My integration is broken.” | “My Salesforce-to-Slack integration stopped syncing Opportunity updates yesterday. I’m using the Salesforce for Slack app. What troubleshooting steps should I take?” | Explains the issue, timeframe, integration type, and expected behavior. |
Common Prompt Mistakes to Avoid
| Avoid This | Instead, Try This |
| Asking vague questions like “reports” or “permissions”. | Describe what you're trying to accomplish. |
| Combining multiple unrelated questions. | Ask one focused question at a time. |
| Leaving out error details. | Include the exact error message if available. |
| Assuming Help Agent knows your setup. | Describe your environment, integrations, or customizations. |
| Using broad statements like “it’s broken”. | Explain what changed and what behavior you're seeing. |
Why Clear Questions Matter
Help Agent grounds its answers in trusted Salesforce knowledge and contextual data. Clear, detailed questions help the system match your request to the most relevant guidance and resources. The more context you provide, the more personalized and actionable the response can be.
Key Help Agent Features and Experiences
Help Agent continues to expand across Salesforce experiences to provide faster, more connected support wherever you work. The following features highlight some of the ways Help Agent can assist with troubleshooting, case management, learning, and guided support experiences.
Enhanced Help Agent Experience on Salesforce Help
Released March 2026
A redesigned Help Agent experience on Salesforce Help provides a more intuitive and flexible support experience across Help pages.
- Improved discovery and access to Help Agent throughout your troubleshooting journey
- Prompt suggestions that make it easier to start conversations
- Flexible conversation experiences, including expanded chat views
- A more consistent support experience across Salesforce portals.
Available for authenticated and unauthenticated users across supported Help experiences and languages.
Agentforce on Informatica Help
Released December 2025
Get AI-powered answers directly from Informatica documentation to resolve questions faster and with less effort.
- Find answers from Informatica Knowledge Base articles, how-to content, and product documentation
- Reduce time spent searching across multiple support resources
- Access seamless routing to Informatica Support when additional help is needed
Available for visitors on Informatica Help experiences. Responses are grounded in Informatica content to provide trusted, relevant guidance.
Agentforce Case Management
Released December 2025
Manage support cases conversationally to find information, avoid duplicate cases, and take action faster.
- Find open or past cases related to similar issues
- Reduce duplicate case creation by surfacing existing support activity
- Comment on, escalate, or reopen cases directly through conversational interactions
Available for authenticated users on help.salesforce.com.
Agentforce for Renewals
Released October 2025
Get faster, clearer answers to renewal questions with personalized support and guided assistance.
- Access answers to common renewal questions
- View important contract details in one place
- Connect with your assigned Renewal Manager when additional assistance is needed
Available for customers interacting with Help Agent during the renewal process.
Additional Help Resource
If Help Agent cannot fully resolve your issue, you can ask to be connected to a live support engineer or open a case. Check out this article for additional information:
How to Get Support from Salesforce Help
Knowledge Article Number
005321798
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