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Optimize and Automate Business Processes with Agentforce Operations
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            Customize Your Workspace and Personal Settings in Agentforce Operations

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            Customize Your Workspace and Personal Settings in Agentforce Operations

            Configure workspace-wide settings and manage your personal preferences 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.

            Agentforce Operations offers two levels of settings: workspace settings that apply to everyone in the workspace, and personal settings that control your individual experience. Workspace settings include branding, business hours, and how task information appears Personal settings include notification preferences and out-of-office responses.

            Workspace Settings

            Workspace settings affect all users and control workspace-wide behavior. Only users with the Admin role can modify workspace settings. These settings include:

            • Branding: Customize your workspace name, logo, and colors to match your company's identity.
            • Business Hours: Define your organization's working days and hours. Tasks with due dates respect these settings when calculating deadlines.
            • Task Information Order: Control the order in which fields appear when users complete tasks.

            Learn more in Configure Your Workspace Settings in Agentforce Operations.

            Personal Settings

            Personal settings control your individual experience in Agentforce Operations. Each user can manage their own personal settings without affecting other users. Personal settings include notification preferences and out-of-office responses. Learn more in Managing Your Personal Settings in Agentforce Operations.

            To learn more, explore these links.

             
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            Salesforce Help | Article