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            About the Admin Page in Agentforce Operations

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            About the Admin Page in Agentforce Operations

            The Admin page is your governance panel for the workspace. From a single location, control who has access, how they're organized, what external systems connect to your workspace, and how the workspace looks and behaves.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license.

            To purchase an Agentforce Operations license, contact your Salesforce account executive.

            What You Can Manage

            Review the Admin page tabs and what you can do on each one.

            People
            Manage internal users and external users. Assign specific access levels that determine what each user can see and do in the workspace.
            Roles
            Manage roles that provide access to different places and actions in the workspace.
            Teams
            Manage teams, which are functional groups of users. When creating a task, you can assign it to a team rather than an individual.
            Integrations
            Configure secure API connections so Agentforce Operations can interact with external systems.
            Data sources
            Import or link to external data, such as a centralized database for supplier lists, customer directories, or part catalogs.
            AI agents
            View all available AI agents. You can rename agents, but you can't create agents or customize the existing ones.
            Settings
            Customize key elements to match your company's unique brand. Configure task due dates with your organization's working days and hours, and control task information order.

            Who Can Access the Admin Page

            The Admin item in the navigation sidebar is visible only to users with one or more of the se system roles: Admin, People Admin, Data Source Admin, or Integration Admin. The tabs visible on the Admin page depend on which roles you have:

            • The Admin role provides access to all tabs: People, Roles, Teams, Integrations, Data Sources, AI Agents, and Settings.
            • The People Admin role provides access to the People, Roles, and Teams tabs.
            • The Integration Admin role provides access to the Integrations tab.
            • The Data Source Admin role provides access to the Data Sources tab.
             
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            Salesforce Help | Article