Get Started with Setup with Agentforce
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how Agentforce streamlines admin tasks in Setup.
- Outline the capabilities supported by Setup with Agentforce.
- Enable Setup with Agentforce.
Introducing Setup with Agentforce
Setup with Agentforce boosts admin productivity by simplifying tasks and reducing repetitive work. Getting work done in Setup can be hard because it often requires specialized knowledge, multiple steps, and navigating through many pages. Now, you can work with an AI agent directly in the flow of work in Setup to complete tasks, get information, and troubleshoot issues.
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 the Non-GA Credit Consumption term in the Product Terms Directory. Enabling this pilot or beta service consumes Data 360 credits and is at the Customer's sole discretion.
What the Setup Agent Can Do
Setup with Agentforce can assist you with many of the most common Setup tasks. Here are some examples.
- Manage users.
- Troubleshoot user access.
- Manage permission sets, permission set groups, organization-wide defaults, and sharing rules.
- Create custom objects and fields.
- Create and manage flows.
- Get information from Salesforce Help.
- Navigate to the right Setup page to complete a task.
- Create a custom report type.
- Create Lightning pages.
- Create, modify, and get an explanation of formulas.
- Get information about usage and licenses.
While the Setup agent can do a lot to support you, you’re always in control. The agent only takes action when you approve and only helps with tasks for which you have the correct permissions. Plus, you can keep track of all changes made by the agent in the Setup Audit Trail.
Welcome to Coral Cloud Resorts
It’s another stunning day at Coral Cloud Resorts.
While the guests are relaxing and enjoying the resort’s various amenities, you are busy clacking away at your keyboard. As Coral Cloud’s newest admin, you spent your first month diving deep into Salesforce. You love the challenge, but the constant barrage of tasks, requests, and issues has meant you never have a free moment in the day. You’re ready to work smarter, not harder, so you can finally step out of the office and enjoy the sunshine and fresh air at the resort.
The good news is that you just learned about Setup with Agentforce and how it helps admins get their daily tasks done efficiently and effectively. You decide to team up with the Setup agent for today and tackle your to-do list together.
Sign Up for a Developer Edition with Data 360
To complete this badge, you need a special, limited-time custom playground that contains Data 360, Agentforce, and our sample data.
- Click Create Playground.
- Your new org is automatically attached to your Trailhead account.
- Make note of your org’s expiration date, and complete this badge before then.
Enable Setup with Agentforce
After you complete a few prerequisites, enable Setup with Agentforce with a single click.
There are a few Data 360 features that must be set up in order for the Setup agent to work. The custom playground is already set up for you, but in your own Salesforce orgs, make sure to follow the steps to Configure Setup with Agentforce.
- Click
and click Setup. The Setup page opens in a new tab.
- In the Quick Find box, search for and select Agenforce Agents.
- Click the Agentforce toggle to on.
- In Setup, search for and select Setup with Agentforce (Beta).
- Click the Turn On Setup with Agentforce (Beta) toggle to on.
- Refresh your browser.
You’re almost ready to get started! The last thing left to do is to give admins the required permissions to use Setup with Agentforce.
Grant Access to Setup with Agentforce
To give your admins the ability to use Setup with Agentforce, create a permission set and include the required permissions.
- In Setup, search for and select Permission Sets.
- Click New, and name the permission set
Use Setup with Agentforce. Optionally, add a description.
- Leave the License as --None--. Click Save.
- Click System Permissions, and then click Edit.
- Scroll down the list and select Use Setup with Agentforce.
- Click Save and then Save again to confirm permission changes.
- At the top of the page, click Manage Assignments.
- Click Add Assignments.
- Select your username, click Next, and then click Assign.
- Return to the Permission Sets Setup page, and select the Data Cloud User permission set.
- Click Manage Assignments.
- Click Add Assignments.
- Select your username, click Next, and then click Assign.
- One last time, return to the Permission Sets Setup page, and select the Prompt Template User permission set.
- Click Manage Assignments.
- Click Add Assignments.
- Select your username, click Next, and then click Assign.
- Refresh your browser.
Great job! You’re ready to use Setup with Agentforce. In the next unit, you dive in and get some hands-on practice using the Setup agent.