You are here:
Agent Types and Considerations
Learn about agent types and default templates for specific clouds and common use cases.
| Agent Type | What it Does | Required Editions | Required Permissions |
|---|---|---|---|
| Agentforce (Default) | Helps your employees accomplish key business tasks in Salesforce. Before getting started, review Agentforce (Default) Considerations. |
 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. |
To create and manage Agentforce (Default): Manage AI Agents AND Manage Agentforce Default Agent OR Customize Application To use Agentforce (Default), see Give Users Access to Agentforce (Default). |
| Employee Agent | Assists employees by providing access to company knowledge, performing tasks, and streamlining workflows across departments. Before getting started, review Considerations for Agentforce Employee Agent. |
Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses. Agentforce Employee agents require Flex Credits. |
To create and manage Agentforce Employee Agent: Manage AI Agents To use Agentforce Employee Agent, see Manage Employee Agent Access. |
| Lead Nurturing (formerly known as SDR) | Intelligently engages leads with personalized content, answers common questions, and schedules meetings. Before getting started, review Considerations for Using Agentforce Lead Nurturing. |
Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions | See SDR Agent Permission Sets. |
| Sales Coach | Intelligently gives reps personalized, actionable, and stage-specific feedback on their sales pitch or role-play session. Before getting started, review Generative AI Considerations for Agentforce Sales Coach. |
Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions | See Agentforce Sales Coach Permissions. |
| Service Agent | Intelligently supports your customers with common inquiries and escalates complex issues. Before getting started, review Considerations for Agentforce Service Agent. |
Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses. | To create and manage Agentforce Service agents: Manage Agentforce Service Agents permission set AND Manage AI Agents To let the agent user securely access data and perform actions, see Best Practices for Agent User Permissions. |
| Service Assistant | Intelligently helps your service reps resolve cases faster with case summaries and step-by-step resolution guidance. Before getting started, review Considerations for Service Assistant. |
Available in Enterprise, Performance, and Unlimited Editions with Foundations and the Agentforce for Service add-on or Agentforce 1 Service Edition | See Permissions and Licensing for Service Assistant. |
| Setup with Agentforce (Beta) | Helps your Salesforce admins complete Setup tasks, such as managing users, troubleshooting issues, and customizing your org. The Setup agent is created automatically when you enable Setup with Agentforce (Beta) and isn’t visible or able to be customized in Agentforce Builder. Before getting started, review Considerations for Setup with Agentforce (Beta). |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions | To enable Setup with Agentforce: Customize Application To use Setup with Agentforce: See Assign Required Permissions and Access for Setup with Agentforce (Beta) |
| Agent for Setup |  Note Agent for Setup is no longer being updated and can’t be enabled in
new orgs beginning April 2026. We recommend that you use Setup with
Agentforce (Beta) instead, which can help with many more
administrative tasks and is automatically updated with new
functionality. Helps your org admins with every day administration tasks, looks for answers in Salesforce Help, and more. Before getting started, review Agent for Setup Considerations. |
Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions | To create and manage Agent for Setup: Customize Application OR Agentforce Default Admin permission set AND View Setup and Configuration To use Agent for Setup: Access Agentforce Default Agent permission set AND View Setup and Configuration |
- Considerations for Agentforce Service Agent
To use Agentforce Service Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues. - Considerations for Agentforce Employee Agent
Before setting up an Agentforce Employee agent, keep these considerations in mind. - Agentforce (Default) Considerations
To use Agentforce (Default), consider supported functionality, usage, limits and allowances, and more.
