Salesforce is continuously evolving with Artificial Intelligence, and one of the most powerful innovations is Einstein Copilot, now known as Agentforce.
This AI-powered assistant helps users perform tasks, generate content, and automate processes with simple natural-language commands.
Instead of manually performing repetitive work, users can simply ask questions or give instructions, and the AI will respond with relevant data or actions.
You might want to get hands-on experience with the Salesforce Einstein Copilot. You don’t need a subscription because we can access Einstein Copilot for free during the 5-day trial in the Einstein Generative AI org.
In this Salesforce tutorial, I will explain Salesforce Einstein Copilot and how to access and set it up in your Salesforce org.
What is Einstein Copilot in Salesforce?
Einstein Copilot is a generative AI assistant built directly into Salesforce CRM. It allows users to interact with Salesforce data using natural language. You can ask questions, generate summaries, create emails, and even automate workflows using simple prompts.
Salesforce has now renamed Einstein Copilot to Agentforce, but the functionality remains the same. Salesforce designed this tool to improve productivity by combining AI models with real-time business data.
The major advantage of Einstein Copilot is that it leverages your organization’s data to deliver accurate, contextually relevant responses. Unlike generic AI tools, it works inside Salesforce and understands your business processes.
Using the Einstein Copilot, we can enhance the user experience. The Einstein copilot will answer questions, generate content, and dynamically automate actions in Salesforce to improve productivity, deepen customer relationships, and increase margins.
The Einstein copilot’s access level depends on the user’s access level. For example, if the user can’t access the lead records, the copilot won’t generate a prompt either.
The Einstein copilot works on the SLM machine learning model because this AI tool generates data related to the organization’s unique data and metadata to produce customer insights and recommendations while maintaining privacy and data governance.
Key Features of Einstein Copilot
Einstein Copilot provides several powerful features that make it useful for admins, developers, and business users:
- Generate emails automatically
- Summarize records and activities
- Answer business-related questions
- Automate workflows and actions
- Provide intelligent recommendations
- Help developers generate Apex code
Because it is deeply integrated with Salesforce applications, users can access it across Sales Cloud, Service Cloud, and other products.
Prerequisites to Access Einstein Copilot
Before you enable Einstein Copilot, make sure your Salesforce org meets the following requirements:
1. Supported Salesforce Edition
Einstein Copilot is available in:
- Enterprise Edition
- Unlimited Edition
- Developer Edition (limited features)
2. Required Licenses
You need one of the following:
- Einstein for Sales
- Einstein for Service
- Einstein Platform
Without proper licensing, you cannot access Copilot features.
3. Enable Einstein Generative AI
You must enable:
- Einstein Generative AI
- Data Cloud (recommended)
This is important because Copilot uses AI models and data to generate responses.
4. User Permissions
Users must have:
- Access to Einstein Copilot
- Proper permission sets assigned
Without permissions, users won’t see Copilot in the UI.
Einstein Copilot vs Agentforce in Salesforce
Salesforce has renamed Einstein Copilot to Agentforce, but both refer to the same AI assistant.
| Feature | Einstein Copilot | Agentforce |
|---|---|---|
| Name | Old | New |
| Functionality | Same | Same |
| AI Capability | Yes | Yes |
Access Einstein Copilot in Salesforce
To access the Einstein Copilot in Salesforce, log in to your Salesforce developer or Trailhead account and follow the steps below.
1. To access the 5-day trial version of the Einstein Copilot, register on the 5-day trial org with Einstein Generative AI.
2. Fill in the required details in the registration form, and make sure to enter the active email address where you can receive the email confirmation of the new account.
After entering the details, select the agreement checkbox and click the Sign-Up button.
3. Go to your email and click the link to sign up for the developer account.
4. On the Setup page, go to the Quick Find box and search, then select Einstein Setup.
In the Einstein setup window, turn on Einstein using the slider button. After turning on Einstein, make sure to refresh the page.
5. Again, go to the Quick Find box, search, and select Einstein Copilots. In the next window, turn on the Einstein Copilot for Salesforce. After activation, click on the Einstein Copilot under the column Copilot label.
Preview and Use the Einstein Copilot in Salesforce
After activating the copilot, I will show how to preview it in the Copilot builder, and there we will see how the copilot generates responses.
1. In the Einstein copilot setup, click Open in Builder.
2. In the Einstein Copilot, you can see the standard actions that will be used by the Einstein Copilot to generate the response. In the middle section, you will see how the action generated the response.
The Conversation Preview section will show the response in chat format, which will be visible similarly when you use the copilot in the applications.
- In the copilot’s chat panel, I entered a prompt to “summarize the opportunity Burlington textiles,” so the copilot ran with the action Identify record by name to identify Burlington textiles’ object type.
- It executed the second action, ‘Summarize records, ‘ to summarize the opportunity record.
- When I entered another prompt, “Is there any record for Edge Installation?” without stating the record’s object name. So here, the copilot took the action “Identify record with name,” and in the output, it displayed that it is an Opportunity record.
3. To view and access the Einstein Copilot chat panel, navigate to any application, such as the Sales app.
The Einstein Copilot icon will be at the top of the application’s home page.
4. Click on the Einstein head icon to open the Copilot as a chatbot. After that, you can use the Einstein Copilot prompt across all Salesforce applications.
This way, we can set up and use the trial version of Einstein Copilot in Salesforce by following the above steps.
The trial version of Einstein Copilot is now ready to use in your Salesforce instance. You can perform and test various tasks, such as creating and updating records, summarizing records, and generating reports.
Frequently Asked Questions
Q1: Is Einstein Copilot free?
It is available in trial orgs but requires licenses for full use.
Q2: Can we use Copilot in Developer Org?
Yes, but with limited features.
Q3: What is the use of Copilot?
It helps automate tasks and generate insights using AI.
Q4: Do we need coding to use Copilot?
No, it works with natural language prompts.
Conclusion
I hope you now have a better idea of how to use Einstein Copilot in Salesforce. Feel free to leave a comment below if you still have any questions.
Einstein Copilot (now Agentforce) is a powerful AI assistant in Salesforce that helps users automate tasks, generate content, and improve productivity.
By enabling it in your org and configuring the right permissions and actions, you can unlock the full potential of AI in your business processes.
If you follow the steps mentioned in this guide, you can easily access and start using Einstein Copilot in your Salesforce environment. As AI continues to grow, tools like Copilot will become essential for every Salesforce professional.
You may also like to read:
- Einstein Bots in Salesforce
- How to Enable Omni-Channel in Salesforce
- Introduction to Salesforce Agentforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
