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 can 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 Setup 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 do it for admins within Salesforce.
Agent For Setup can perform the following things:
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.
Activate Agent for Setup 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 the Einstein option.
After that, we need to enable Agentforce. Again, search for the Agents and Enable the Agentforce, which is the default agent for Salesforce, by clicking on the toggle button.
First, we will meet with this agent so that we can understand how the service agent differs from an Agentforce agent. For that, click the Agentforce (Default) agent.
Here, you can see the details of Agentforce agent. Initially, it is inactive. To activate the agent, click the “Open in Builder” button to customize and activate it.
As you open it in the builder, you will see the Topics, Instructions, and standard Actions of this agent. To use this agent in Salesforce org, we need to activate it by clicking the Active button.
Now, navigate again to the Agentforce Agents page, where we will create a new agent.
Click the New Agent button, select Agent for Setup, and click the Next button to proceed.
Here, you can see the details of the Agent for Setup. As you can see, the description there explains why the agent is customized. Initially, it is inactive. Click the “Open in Builder” button to customize and activate it.
Here you can see the topic added for this agent to perform the actions. That means this agent can perform actions related to added topics.
To enable Agent for Setup for administrators, we need to activate it. For that, click the Activate button.
Now, let’s understand where we can see the Agentforce (Default) agent and Agent for Setup in Salesforce org.
First, I have opened the Sales app from the App Launcher. On the sales app, you can see the Agentforce icon.
As you click on it, you will see the Agent’s name, which is displayed as Agentforce (Default). That means whenever you open any app and click the Agentforcer icon, you will see this agent has opened.
Here you can see I have given a prompt to the agent to display the number of records available in the opportunity object, and the agent responded with a number.
Now I will provide another prompt to help understand the comparison of permissions between two different uses in our organization.
You can see that the agent responded incorrectly. That means this default agent cannot perform tasks related to user permissions.
Now, to open the Agent for Setup, navigate to the Setup and again click the Agentforce icon. At this time, you will see the Agent for Setup as agent name.
That means whenever you open Agentforce from the setup page, you will see the Agent for Setup.
Now, I have provided a prompt to obtain the number of opportunities, but you can see that the agent responded incorrectly, as this is a setup agent.
Again, as provided, the prompt to compare two users’ permissions, you can see that the agent responded correctly to two users’ permission details. In this way, the setup agent helps administrators to make their tasks easier.
In this way, we can use Agent for Setup in Salesforce Agentforce, which helps administrators to set up and configure Salesforce using natural language.
Conclusion
I hope you have got an idea about Agent for Setup in Salesforce Agentforce. In this, I have provided a detailed explanation of this agent, including its uses, activation process, and the operations that can be performed on the agent during setup.
You may like to read:
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Shubham is a Certified Salesforce Developer with technical skills for Building applications using custom objects, approval processes, validation rule salesforce flows, and UI customization. He is proficient in writing Apex classes, triggers, controllers, Apex Batches, and bulk load APIs. I am also familiar with Visualforce Pages and Lighting Web Components. Read more | LinkedIn Profile
