Get to Know Setup with Agentforce

Learning Objectives

After completing this unit, you’ll be able to:

Describe how Agentforce can supercharge admin productivity in Setup.
Explain the key capabilities and benefits of Setup with Agentforce.

Introducing Setup with Agentforce

Admins are asked to do more than ever: configure new features, create customizations, and maintain their org’s security. And often, making changes requires multiple clicks across many pages, which can be overwhelming.

Setup with Agentforce is here to help. Setup with Agentforce lets Salesforce admins collaborate with an AI agent to complete tasks, get information, and troubleshoot issues directly in Setup. This agent-driven experience increases admin productivity by simplifying tasks and reducing repetitive work. This means you can complete key Setup tasks and follow Salesforce best practices just by having a conversation with the agent.

Setup with Agentforce is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

Turn On Setup with Agentforce

After you complete a few prerequisites, enabling Setup with Agentforce is simple.

Complete Data 360 setup steps. For full details, see Salesforce Help.
If you haven’t already, enable generative AI in your org and then enable Agentforce.
In Setup, search for and select Setup with Agentforce (Beta).
Enable Setup with Agentforce (Beta).
Refresh your browser.

The Setup with Agentforce (Beta) configuration page in Setup.

That’s it! You’re ready to get started.

Use Setup with Agentforce

To use Setup with Agentforce, simply chat with the agent using natural language. The agent will then bring the Setup tools and info directly to you, reducing the effort and clicks needed to do your job.

Here’s how it works. On Setup Home or after clicking the Ask Setup Agent (Beta) button on any Setup page, type your question or task. For example, “Does Jose Martinez have access to accounts?” Or, start with one of the conversation recommendations.

Setup Home, showing a welcome message to the admin, a prompt bar, and several tiles with recommended tasks and actions.

To answer your question, the agent provides a list view with Jose Martinez’s object permissions. Depending on what you ask the agent, you can also see records, documentation, and other components that you can expand to dive deeper. If you create or edit something in your org, you can visualize your changes directly in the flow of work. The agent can also recommend next steps or take you to relevant Setup pages.

The agent canvas in Setup displaying a list view with a user’s object permissions, with the chat panel displaying the ongoing conversation with the agent.

All done and ready for the next item on your to-do list? Start a new conversation from Setup Home or by clicking the Ask Setup Agent button on any page. To keep your chats organized, the new conversation opens in a new tab.

AI-generated responses are unique so your results can vary.

Get Help with Setup with Agentforce

Setup with Agentforce can assist you with many of the most frequently used Setup tasks. Here are just a few examples.

Task	Example Requests
Manage users	“Clone user Peter Raj with assignments.” “Show a list of all active users.” “Freeze the user account of Erin Donaghue.” “Reset Lincoln Ulrich’s password.”
Troubleshoot user access issues with objects, fields, and records	“Why can’t Candance Evans see the contact record for Jane Doe at TechGlobal Corp?" “Is Jessica Tanaka able to update the Priority field on cases?”
Create and manage permission sets and permission set groups	“Create a permission set that grants read and edit permissions on Account.” “Is there a permission set that allows a user to convert leads?”
Create a custom object or field	“Create a Project object with fields for Start Date, End Date, and Description.”
Create and manage flows	“Create a record triggered flow that starts when an account is updated and copies the account’s phone number to all related contacts.”
Fix issues in formulas	“Fix this formula.”
Explain a formula	“Describe what this formula field does.” “Provide a detailed explanation of what this validation rule formula checks and how it prevents invalid data.”
Get information about your org’s usage and licenses	“Is our org running out of storage?” “Am I reaching the limit of my available user licenses?”
Create a custom report type	“Create a report type on Accounts, Contacts, and Opportunities.”
Get information about a Salesforce feature or task	“How do I enable knowledge search answers in experience sites?” “What are user access policies?”

Impressive, right? But it’s important to note that you always retain control over any modifications to your org. The agent seeks confirmation before taking action, and you can approve the changes or hit pause if you want to make any modifications. The agent also only helps with tasks for which you have the correct permissions. Finally, you can keep track of all changes made by the agent in the Setup Audit Trail.

Wrap Up

You learned how Setup with Agentforce can help speed up and facilitate your daily administrative tasks. If you’re interested in trying it out, you can enable the beta in your org today.

Time Estimate

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