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Automate Your Business Processes
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            Administer Your Agentforce Operations Workspace from the Admin Page

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            Administer Your Agentforce Operations Workspace from the Admin Page

            As an admin, manage people, teams, integrations, data sources, AI agents, and workspace settings from the Admin page in Agentforce Operations.

            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.
            • 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.
            • Customize Your Workspace and Personal Settings in Agentforce Operations
              Configure workspace-wide settings and manage your personal preferences in Agentforce Operations.
            • Managing Users in Agentforce Operations
              Review the available options for user roles and access levels. Add users through tasks, individually, or in bulk. View, modify, and deactivate user accounts.
            • Getting Work Done with Teams in Agentforce Operations
              Use teams in Agentforce Operations to group users for task assignment and collaboration. When you assign a task to a team, all team members can see and work on the task. You can also give blueprint and workflow access to teams for collaboration. Set up teams from the Admin page or the People & Teams page, then grant access or assign tasks to teams, or involve them as approvers or as cc'd participants.
            • Connect to External Systems in Agentforce Operations
              Connect Agentforce Operations to the systems your business uses. Pull in reference data, send data out for analytics, integrate with email, and connect to file storage like SharePoint.
             
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