Explore What Setup with Agentforce Can Do
Review all the available features and tasks that Setup with Agentforce supports. Setup with Agentforce can assist with many common administrative tasks in Setup to help streamline your work and increase efficiency.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions |
| User Permissions Needed | |
|---|---|
| To use Setup with Agentforce: | The required permissions for Setup with Agentforce. See Grant Permissions to Use Setup with Agentforce. AND The required permissions for the task you want to perform. See the reference doc for the specific Setup area for more information. |
To get a summary of the tasks that the Setup agent can help you with, ask, "What can you do?" You can also ask for further details about specific Setup areas. In addition, you can also use the Prompt Library on Setup Home to browse example prompts and start a conversation with the Setup agent.
- User Access Management in Setup with Agentforce
Use Agentforce to troubleshoot user access issues, review the permissions and access that users have, and understand how access is configured. - User Management in Setup with Agentforce
Use Agentforce to clone users and manage their details, access assignments, and passwords. - Data Model Management in Setup with Agentforce
Use Agentforce to create custom objects, fields, and relationships in your org. - Flows in Setup with Agentforce
Use Agentforce to create, list, and summarize flows using natural language commands. - Reports and Dashboards in Setup with Agentforce
Use Agentforce to create custom report types to meet your users’ reporting requirements. The agent examines existing report types to find some related to your request. It also proposes the structure of a new custom report type that closely matches your specifications. - Formulas in Setup with Agentforce
Use Agentforce to get help with Salesforce formulas. Create, modify, explain, validate, and fix formulas directly within Setup pages. - Events in Setup with Agentforce
Use Agentforce to get usage metrics for platform event usage in your org. - Identity Management in Setup with Agentforce
Use Agentforce to configure Salesforce identity services like creating an external client app or migrating a connected app. - Lightning Pages in Setup with Agentforce
Agentforce can create a Lightning page based on the requirements you give it, such as object, page type, required components, and use case. The agent takes the specifications, analyzes them, and proposes the page structure, components, and fields that most closely match them. - Org Health and Usage in Setup with Agentforce
Use Agentforce to get information about your org’s health and usage metrics. - Setup Information and Navigation in Setup with Agentforce
Use Agentforce to get information sourced from Salesforce documentation directly in the flow of work, with links to relevant Setup pages or Salesforce Go features. You can also get information about setup changes tracked in the Setup Audit Trail.
