Set Up Your Agent
Before you launch agents, it’s important to understand what needs to happen first. Understand key prerequisites, turn on Einstein and Agentforce, and prepare your data.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
Note Beginning in April 2026, agent topics are now called subagents. There are no
changes to functionality. During this transition, you may see a mix of the new and previous
terms in our documentation.
Important Starting June 17, 2025, Agentforce
(Default) will not include new features or improvements and isn’t available in new
Salesforce environments. We recommend migrating to Agentforce Employee agent for continued
enhancements and support. If you plan to transition to Agentforce Employee agent or make
related license changes, complete the migration of your existing Agentforce (Default) agents
in advance to avoid potential disruption in agent availability. If you can't complete the
migration in advance, you can create new agents after the transition, which can involve some
downtime. See Migrate from Agentforce (Default) to Agentforce Employee
Agent.
- Set Up Einstein Generative AI
Set up Einstein generative AI to get access to powerful generative AI features. - Enable Agentforce
Turn on Agentforce to start building, customizing, testing, and launching AI agents. - Select Agentforce Model Option
We recommend using the Salesforce Default model option for Agentforce, which enables Salesforce to select the best model mix for agent accuracy and performance. But you can choose an AWS-Hosted model option instead. - Access Agentforce Studio and the New Agentforce Builder
The Agentforce Studio app is the home of the new Agentforce Builder and a central hub for building, testing, and monitoring your agents. By default, Agentforce Studio is available in the App Launcher to all users in orgs with access to Agentforce. Each feature within Agentforce Studio requires its own permissions. - Create an Agent
Create intelligent, trusted, and customizable agents for your customers and employees. - Define Agent-Level Instructions and System Messages
Agent-level instructions provide your agent with guidance on how to interact in all situations, including any rules it should follow. System messages, such as welcome and error messages, are sent when your users begin chatting with an agent and if they encounter system errors. - Update Language Settings
Change the language and tone of your agent’s messages to better suit your company’s brand. - Versioning and Editing Agents
Learn about the different states of agents as you create and iterate on your agents, including draft and committed states and how to version your agent. - Manage Agent Versions in the Legacy Builder
Create multiple versions of an agent to make and test changes without taking the active version out of production. Or create a version to save as a backup, so you can quickly revert to a previous version. When you create a new version of an agent, Salesforce creates independent copies of the agent's subagents, actions, and other assets. Every agent and agent version has its own assets, and assets aren't shared. - Ground Agentforce in Your Data
A great agent uses your data to provide high-quality responses. Identify your data types, and use Agentforce Data Libraries to organize and link your data to agents with the Answer Questions with Knowledge action.
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