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#Agentforce519 personnes en discutent

Agentforce is an umbrella term of the set of tools to create and customize agents as well as the collection of agents Salesforce provides across the Customer 360. Agents can either be autonomous or assistive.

Hey #AwesomeAdmins - Setup with Agentforce is GA!   

 

 

On April 15 at True to the Core,

@Zachary Banks

asked a simple but important question about Setup with Agentforce. 

 

Yesterday, May 26, just 41 days later, we announced General Availability and provided an answer to his question - we will not consume Agentforce Credits. 🚀 

 

That timeline matters because it reflects something I’m incredibly proud of: we’re listening. 

 

Huge thank you to everyone who shared feedback, asked hard questions, and helped shape the product along the way. The community input genuinely influenced the direction of what we built. 

 

 

Read more about the GA announcement here:

https://admin.salesforce.com/blog/2026/setup-with-agentforce-is-generally-available

35 commentaires
  1. 16 août, 12:46

    Does it still require Data Cloud or can it be enabled in any org? Does it cost something extra to use?

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Hi Everyone,

I am currently following an Agentforce Trailhead module and have enabled Agentforce Studio in my org. However, I am unable to find the "Agent Customization"

option from the App Launcher, as shown in the Trailhead instructions. 

 

I have attached a screenshot for reference. Could someone please help me understand if there are any additional permissions, settings, or licenses required, or if the navigation has changed in the latest release? 

 

Unable to find 'Agent Customization' in Agentforce Studio after enabling Agentforce – any additional setup required?

 

 

 

#Trailhead Challenges  #Agentforce  #Trailhead

3 réponses
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1 réponse
  1. Hier, à 06:53

    Hey Karthick, 

     

    The errors in your second screenshot tell you exactly what's wrong: 

     

    "Action input 'Guests' in 'Create_Experience_Session_Booking' has primitive type 'number' and does not require 'complex_data_type_name'" 

    "Action input 'startDate' in 'Get_Sessions' has primitive type 'date' and does not require 'complex_data_type_name'" 

     

    Basically, someone (or the auto-generation) set a complex_data_type_name on these two inputs, but that field is only meant for object or list[object] type inputs. Since Guests is a number and startDate is a date, both primitive types, that field should be empty for them. 

     

    Fix: 

    1. Open the Create Experience Session Booking action, find the Guests input parameter, and clear out the complex_data_type_name value, leave it blank 

    2. Do the same for the startDate input in the Get Sessions action 

    3. Save, then check the Problems panel again, the 2 warnings under it are worth reviewing too but the 3 errors should clear once these two inputs are fixed 

     

    These usually come from the action being generated off a Flow or Apex class where the parameter metadata got mismatched. If you're pulling these actions from a Flow, double check the Flow's input variable data types match what's expected (number/date, not a record/object type) before regenerating the action. 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=ai.agent_actions_flow.htm&language=en_US&type=5

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Not able to find Get Celebration Details flow in the Refine Your Prompt Template for Accurate Agent Replies of Agentblazer Legend 2026 

 

Not able to find Get Celebration Details flow in the Refine Your Prompt Template for Accurate Agent Replies of Agentblazer Legend 2026

 

 

 

#Trailhead Challenges  #Trailhead  #Agentforce

1 réponse
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***POLL IS CLOSED***

 

Lantern Astro won across every poll and will be the Winter ’27 Release logo!

_________ 

 

Help us choose the official Salesforce Winter ’27 Release logo.

 

Which character should star?

1️⃣ Agent Astro

2️⃣ Bookish Codey

3️⃣ Agent Appy

4️⃣ Lantern Astro

 

Cast your vote here, or vote in our polls on X, Instagram and LinkedIn (or all four!)

 

🗳️ Voting closes Friday, July 10. The character with the most votes will become the official Salesforce Winter ’27 Release logo. 

***POLL IS CLOSED*** Lantern Astro won across every poll and will be the Winter ’27 Release logo!_________ Help us choose the official Salesforce Winter ’27 Release logo. Which character should star?

191 commentaires
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Error message:

 

Stuck onI've been troubleshooting this for a while and have already tried the following, but the challenge still won't pass:

  • Recreated the org from scratch and redid the entire exercise, including the pre-requisite quick start
  • Confirmed Einstein setting is enabled
  • Confirmed Agentforce (default) and Agentforce Agents are both enabled
  • Verified Slack is connected to only one org
  • Double-checked user and org mapping
  • Activated everything under the Salesforce/Agentforce tab
  • Reviewed all relevant permissions
  • Disconnected and reconnected the Slack integration
  • Deactivated and reactivated the agent
  • Switched orgs and switched back before relaunching
  • Tried the whole process again in an incognito window
  • Noticed that the Slack Platform Connector was not listed under Installed Packages, even though OAuth showed as correctly enabled

Has anyone run into this specific issue before? Is there a step I might be missing, or a known fix for when the Slack Platform Connector doesn't show up under Installed Packages despite OAuth being set up correctly?

Any help would be greatly appreciated!

 

 

 

#Trailhead Challenges  #Agentforce

4 réponses
  1. 31 juil., 10:59

    I just figured it out. Einstein Bots are disabled causing this error. Go to setup -> Einstein Bots -> Turn On. 

     

    Should be good to go 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jANqW

    Error: We see you're using the Agentforce org from the quick start. But it's not prepared for agent deployment into Slack. Complete the steps from quick start to ensure you can set up the agent.

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🎉 Just wrapped up the Setup with Agentforce

 module, and I wanted to share my experience with the community. 

What I Liked:

  • Clear instructions: The step-by-step guidance made configuring my first autonomous agent straightforward and highly accessible.
  • Hands-on practice: Building out topics, actions, and instructions in a practical environment really helped solidify how Agentforce handles natural language.
  • Immediate value: It provides a fantastic foundation for understanding how AI agents can handle real-time interactions.

My Key Takeaways:

Agentforce can streamline the process of configuring, verifying, and troubleshooting user email authentication settings.  

Agentforce can analyze sharing rules, roles, and organization-wide defaults to help streamline routine tasks and boost productivity. 

Agentforce can audit system permissions, custom permissions, and administrative rights across profiles and can clone the User details too.  

It is incredibly empowering to see how human-in-the-loop control and strict data security are built natively into the future of Salesforce.

Thank you so much, Salesforce  

Can’t wait to start building out these AI capabilities in practice!

 

#Agentforce #TrailblazerCommunity

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Org: 00DdL0000108MPTUA2 (Developer Edition, Agentforce)    Agentforce Session Tracing worked correctly until 2026-07-27T10:31:48Z and has  captured nothing since. GET /services/data/v66.0/einstein/audit/otel/{sessionId}  now returns NOT_FOUND for every new session, while pre-27-July sessions still  return complete 6-span OTLP traces.    The agent works fine and the Builder Trace panel still renders spans with live  timings — so spans are generated, they just never reach Data Cloud.    Five pipelines stopped within 90 seconds of each other:    10:31:14Z  last AiAgentSession row    10:31:48Z  last ObservabilitySpans row    10:31:55Z  last EinsteinGPT gateway row    10:32:44Z  last ObservabilitySpans stream refresh    What I've found:    1. The ObservabilitySpans data stream reports ACTIVE / SUCCESS, but lastRefreshDate     is frozen at 2026-07-27T10:32:44Z while all 23 other streams in the org refreshed     within the hour. Its refreshConfig.frequency is an empty object {} — every sibling     stream shows MINUTES_5.    2. AiAgentSession / Interaction / GenerativeAiUsage streams run their 5-minute     refresh and report lastAddedRecords: 0 every time. They poll; core returns nothing.    3. All PR_*__dll reject tables are empty, so records never arrive at all. Not a     mapping or validation failure.    4. GenAIGatewayRequest__dlm still receives CopilotUtteranceAnalysis rows today but     zero EinsteinGPT (live chat) rows since 27 July. Same DMO — Data Cloud itself is     healthy.    5. Setup shows "Unable to fetch data stream details." and there is no "Refresh Now"     action for the Observability connector type.    6. PATCH /services/data/v66.0/ssot/data-streams/ObservabilitySpans returns:       BAD_REQUEST: "Unable to patch Data Stream: Index 0 out of bounds for length 0"     An unhandled IndexOutOfBoundsException — the stream record looks corrupt.    Already ruled out: API version (v66.0), auth, 72h retention (pulled a 15-day-old  trace fine), Setup toggles (all ON, cycled off/on), Standard Data Model package  (1.132), object provisioning, field mappings, API limits, tenant entitlements,  data spaces (only one), session ID format.    Questions:  - Has anyone else seen Agentforce telemetry stop publishing to Data Cloud around    27 July 2026? We see observability unavailable in a second, unrelated org too.  - Is there any way to repair or restart the ObservabilitySpans data stream when the    PATCH endpoint throws and there is no Refresh Now option?  - Is this a known issue?    Note: this is a Developer Edition org so I cannot raise a support case against it —  the Help portal only offers my Trailhead org, and Trailhead Help confirmed it's out  of their scope.   

1 réponse
  1. 13 août, 19:44

     

    Hi Yash - great write-up, and I see you've already ruled out the config side, plus this is a Dev Edition org with no case support. A few honest points: 

     

    What this is: an IndexOutOfBoundsException on a corrupt ObservabilitySpans stream record, with spans still generating (Builder Trace renders them) but no longer landing in Data 360, is a managed-pipeline / data-stream corruption on the platform side - not your config. Your ruling-out is right. And when the repair PATCH itself throws and there's no Refresh Now on a managed observability stream, there isn't a customer-side way to reprocess or rebuild it. That's the blunt bottom line. 

     

    Given no case support on Dev Edition, the realistic paths: 

    - If you just need tracing working again: provision a fresh Agentforce + Data Cloud Dev Edition. The corruption is org-specific (you noted a second org is unaffected), so a clean org gets a clean pipeline - quickest way to unblock. 

    - To get it acknowledged/fixed without a case: use the developer channels - the Salesforce Developer Forums (

    developer.salesforce.com/forums) and the Salesforce Known Issues site (issues.salesforce.com

    ). The OTel Session Trace API is still Beta, so a corrupt ObservabilitySpans stream is exactly what the Beta feedback / known-issues path is for, and the Agentforce product folks do watch this Agentforce group. 

    - Log an IdeaExchange for the gap itself: no Refresh Now / no reprocess option on a corrupt managed ObservabilitySpans stream is a legitimate product gap worth filing. 

     

    Meanwhile you're not fully blind - spans still render live in Builder Trace, and pre-27 sessions still return full traces via the OTel API, so you can export the historical data and lean on live Builder Trace until you cut over to a fresh org. 

     

    Refs: 

    - Export Agentforce Session Tracing Data (OTel API - Beta, Data Cloud-backed):

    https://developer.salesforce.com/docs/ai/agentforce/guide/otel-api.html

     

    - Data Model for Agentforce Session Tracing:

    https://help.salesforce.com/s/articleView?id=ai.generative_ai_session_trace_data_model.htm&type=5

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I’m testing an Agentforce agent that needs to query Salesforce records and perform actions on them. I want to make sure the agent only accesses records that the appropriate user is authorized to see.

What is the recommended way to configure permissions, sharing rules, and object/field-level security for an Agentforce agent? Are there any best practices for preventing the agent from accessing records outside the intended user’s permissions? 

 

#Agentforce

1 réponse
  1. 13 août, 19:40

    Hi Liza - the key model is that an Agentforce agent accesses data as a Salesforce user, so its record access is governed by that user's permissions and sharing - the same controls you'd use for a person. There isn't a separate 'agent record access' system; you configure the running user. 

     

    First, know which user the agent runs as: 

    - Autonomous / Service agents run as a dedicated assigned agent user (not the end customer). Whatever that user can see, the agent can see - so scope that user tightly. 

    - Employee/assistant agents run in the context of the logged-in user, so they naturally respect that user's access. 

    Pick the type that matches your requirement, then configure the running user's access to exactly the intended scope. 

     

    How to lock it down: 

    1) Object + field security (FLS): give the agent's user a dedicated permission set (least privilege) granting only the objects and fields it needs - read where it queries, create/edit only where it acts. Anything not granted is invisible to the agent. 

    2) Record-level (sharing): set OWD to the most restrictive level (Private), then open up only what's intended via sharing rules / role hierarchy. The agent inherits the running user's record visibility, so it can't return records that user can't see. 

    3) Actions carry context too: the agent touches records through its actions (Flows/Apex). Run those Flows in user context (the default - respects sharing + FLS) rather than System Context, which bypasses them. Use system context only deliberately, and validate inputs when you do. 

    4) Sensitive fields: use the Einstein Trust Layer's data masking so PII isn't sent to the model even for records the agent can read. 

     

    Best practices to prevent over-reach: 

    - Principle of Least Privilege: a dedicated permission set (or permission set group) for the agent user with the minimum objects/fields/records. 

    - Restrictive OWD plus targeted sharing rather than broad access. 

    - Keep actions in user context; reserve system context for narrow, reviewed cases. 

    - Test by checking the agent user's own access to confirm it genuinely can't reach out-of-scope records - the agent never exceeds what that user can access through normal sharing/FLS. 

     

    Refs: 

    - Give Users Access to Agentforce:

    https://help.salesforce.com/s/articleView?id=ai.copilot_setup_user_access.htm&type=5

     

    - Get Agentforce Ready - Profiles to Permission Sets:

    https://admin.salesforce.com/blog/2025/get-agentforce-ready-move-from-profiles-to-permission-sets-how-i-solved-it

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As I'm developing an agent that performs record DML and queries of records the current(human) user has access, but will be returned when trying from the agent interface? Whose access is applied in this scenario? 

 

#Agentforce

5 réponses
  1. 7 août, 04:42

    Hi @VETHAPRASATH M

     

    The short answer: it depends on whether the channel your agent is deployed on requires an authenticated Salesforce session — not on the agent type itself, though the type strongly correlates with it in practice. 

    1. Authenticated channels (Lightning Experience/Mobile, internal Slack, an internal portal where the user is logged in) — the agent runs in the context of the logged-in human user. Your normal Salesforce access controls apply exactly as they would if the user clicked around manually: profile/permission set object & field-level security, sharing rules, role hierarchy, OWD. Whatever that user can query or DML, the agent can — nothing more, nothing less. If you're testing from the Agentforce panel inside Lightning while logged in as yourself, your own access is what's being applied. 

    2. Unauthenticated channels (public Messaging, embedded chat widgets, email) — there's no human session to inherit from, so Salesforce falls back to a dedicated Agent User: a special integration-type Salesforce user (License: Einstein Agent, Profile: Einstein Agent User) that you configure explicitly in Agent Creator. Here, the agent user's

    permission sets, field-level security, and sharing access govern everything — completely independent of what the anonymous customer typing into the chat could see.  

     

    Hope this helps.

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