Get Started with Setup with Agentforce
Get up and running with Setup with Agentforce by setting up permissions and enabling the feature. See what the Setup agent can do through asking example questions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions |
| User Permissions Needed | |
|---|---|
| To enable or use Setup with Agentforce: | View permissions information. |
Verify Setup with Agentforce Availability
Setup with Agentforce is available in Enterprise, Performance, Unlimited, and Developer editions with Foundations or Agentforce 1 editions.
- Check your Salesforce org’s edition. In Setup, in the Quick Find box, enter Company Information, and then select Company Information. Review the Organization Edition field.
- If you don’t have a Salesforce org that meets the requirements, sign up for a free Developer Edition org.
Set Up Permissions
Before enabling or using Setup with Agentforce, make sure that you have the required permissions. Assign these permissions to all Setup with Agentforce users.
- Review Grant Permissions to Use Setup with Agentforce in Salesforce Help for detailed instructions on assigning permissions and access.
-
Assign the required permission sets:
- Use Setup with Agentforce permission set
- Prompt Template User permission set
- Data Cloud User permission set
- Refresh your browser, and tell other assigned users to do the same.
Enable Setup with Agentforce
Turn on Setup with Agentforce to start using the Setup agent.
- Turn on Data 360 if it isn’t already enabled. Wait for Data 360 setup to finish before you continue.
- Enable generative AI in your org and then enable Agentforce.
- From Setup, in the Quick Find box, enter Setup with Agentforce, and then click Setup with Agentforce.
- Turn on Agent Availability.
- Refresh your browser.
Learn What the Setup Agent Can Do
Explore how Setup with Agentforce can help with your administrative tasks by asking the Setup agent about its capabilities directly.
-
On Setup Home, type your question in the prompt bar. Or, from any page in Setup, click the
Ask Agent for Setup button (
) to open the Agentforce panel.
- In the prompt bar, type, “What can you do?”
- Review the agent’s response to see all supported administrative tasks.
-
To learn more about specific areas, ask follow-up questions, such as:
- “What can you do related to user access management?”
- “How can you help me with flows?”
- “What reporting tasks do you support?”
Understand Your Salesforce Org
Ask the Setup agent questions to better understand your org’s configuration and current state. For these examples, the Setup agent only provides information without making any changes.
-
Ask questions about user access and permissions:
- “What level of access does [User] have to the Account object?”
- “Can [User] create permission sets?”
- “List sharing rules for accounts.”
- “What’s the organization-wide default for the Contact object?”
- “Who has access to the [Record Name] account record and how do they have this access?”
- “What permissions do I need to convert leads?”
-
Review recent changes in your org:
- “What changes were made to user permissions in the last week?”
- “Show me recent changes to organization-wide defaults.”
- “What configuration changes were made in the Setup Audit Trail yesterday?”
-
Explore org health and usage:
- “What is my org’s security health score?”
- “How much data storage am I using?”
- “Show me my license usage.”
Preview a Configuration Change
When you ask the Setup agent to create or update something in your org, it shows exactly what it plans to do. You can review the suggested change before confirming it, or choose not to implement it.
-
Ask the agent to create a simple feature, such as:
- “Create a custom object called Event Registration.”
- “Create a permission set that grants read and edit permissions on Account.”
- “Create a flow that sends an email notification when a case is created.”
-
Answer additional questions from the agent and review the proposed changes. The agent
displays:
- What will be created or modified
- Field details, permissions, or configuration settings
- A prompt asking you to confirm the changes
-
Instead of confirming, ask follow-up questions to understand the proposal:
- “What fields would this object include?”
- “Would this permission set include any other permissions?”
- “Can you explain how this flow works?”
-
To finish the conversation, you can either:
- Reply “Confirm,” “Proceed,” or “Yes” to implement the change
- Close the conversation to cancel without making changes
Note The Setup agent never makes changes without your explicit approval. You can explore proposals without affecting your org.
Now that you understand how to talk with the Setup agent and preview changes, you’re ready to use Setup with Agentforce to streamline your administrative tasks. See Explore What Setup with Agentforce Can Do for all supported capabilities.
