In our Salesforce org, we previously created and deployed agents on Salesforce’s internal platform, Agentforce (Default), which helped users with their daily work and could be accessed from anywhere within the Salesforce org.
Next, we also have the Service Agent, which can be deeply embedded on the external site and helps your customers with common questions and passes complex issues to the right team.
As a Salesforce Administrator, I also have day-to-day responsibilities that often require creating or updating fields, adding users, assigning permission sets, and so on, which typically involve many repetitive clicks during setup.
To simplify this, Salesforce introduced Agent for Admin in Salesforce Agentforce. In this article, I will provide a detailed explanation of this agent, including its uses, activation process, and the operations that can be performed on the agent during setup.
What is Agent for Setup in Salesforce Agentforce?
Agent for Setup in Salesforce Agentforce is a built-in agent that helps Salesforce Admins set up and configure Salesforce using natural language.
It can create fields, add users, enable features, and perform other setup tasks automatically without many manual clicks. Admins need to type what they require, and the agent will handle it in Salesforce.
An Agent for Setup Perform the following Tasks
Below, I will explain what Agent for Setup can do in Salesforce to help the admins and make their tasks easier.
1. Simplifies Admin Task:
Instead of clicking through multiple pages in setup, admins can ask Agent for Setup to perform tasks by typing in simple, natural language.
For example, we can ask, “Can you create a custom report type to list all accounts with and without opportunities?” or “Can you create an object to store job applications?”
This way, administrators can complete their setup work quickly and easily.
2. Contextual Answers and Navigation:
When you want to search for anything about Salesforce, you don’t need to search on Salesforce help, Trailhead, or any web search.
While you are in setup, you can ask any question to an agent and receive an answer immediately. The answers come from Salesforce’s official documentation, so it will only provide help with questions about Salesforce features when needed.
3. Troubleshooting and Error Resolution:
When you are unable to see any changes or they are not reflecting, you can ask the agent for a solution.
For example, permission issues are one of the common issues for admins. With this feature, you can ask the agent to compare the permissions of two users.
The agent will explain why one user can perform an action while another user cannot. This makes it easier for administrators to identify and resolve permission issues quickly.
Set up Agent for Admin in Salesforce Agentforce
Below, I will explain how to activate the agent for setup, where it can be viewed, and how it differs from the Agentforce (default) agent.
Now, when an admin sets up anything, it can involve many repetitive clicks during the setup process. However, activating the agent for setup can be done with just a few clicks.
First, we need to enable Einstein AI. For that, navigate to setup. Search for ‘Einstein Setup’ and ‘Turn on Einstein‘ option.