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Managing Your Personal Settings in Agentforce Operations
Manage your personal preferences from your user account in Agentforce Operations. Personal settings affect only your experience.
Required Editions
| License Required |
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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. |
Personal settings control your individual experience in Agentforce Operations. Each user manages their own personal settings from their user account. These settings don't affect other users or workspace-wide behavior.
You can access your personal settings by clicking your profile icon in the top-right corner of the workspace and selecting Settings.
Notification Preferences
Choose which events trigger email notifications and how often you receive them. Control notification frequency to stay informed without being overwhelmed. You can turn off all notifications or customize them by type, such as weekly digest, assigned task updates, or CC'd task updates. Learn more in Set Your Notification Preferences in Agentforce Operations.
Out-of-Office Responses
Set automatic responses when you're unavailable and optionally reassign your tasks to someone else. Your out-of-office message appears when people try to assign tasks to you or view your profile. You can schedule your out-of-office period in advance and choose whether to automatically reassign tasks or keep them assigned to you. Learn more in Set Up Out of Office Settings in Agentforce Operations.
To learn more, explore these links.
- Set Your Notification Preferences in Agentforce Operations
Manage your personal email notifications in Agentforce Operations. - Notification Triggers in Agentforce Operations
Reference the events that trigger email notifications in Agentforce Operations, and which users receive each notification. - Set Up Out of Office Settings in Agentforce Operations
Configure out of office settings to automatically delegate tasks while you’re away in Agentforce Operations.
