Create An Agentforce Employee Agent for Users in Salesforce

In Salesforce, the Agentforce (Default) agent, which is a type of Employee, is going to retire soon because of system changes.

For that, Salesforce has provided a new Employee Agent, which we can set up and use. At our company, we create our own Employee Agents and assign them to the appropriate users.

In this article, we will learn how to create an Agentforce Employee Agent and grant the agent access to profiles and permission sets in Salesforce.

Table of Contents

What is an Agentforce Employee Agent in Salesforce?

Earlier, Salesforce provided the default Employee Agent. When we enable this agent, all Salesforce users can access and use it according to the access granted in their profiles and the permission sets. However, that one will retire soon due to new system updates.

To replace the Default Employee Agent, Salesforce has introduced a new agent called Agentforce Employee Agent. The names of both agents look similar, but there is one main difference for the default agent: we only need to enable it to use.

For the Agentforce Employee Agent, we need to create it from scratch. Salesforce also allows us to create multiple Agentforce Employee Agents and control their usage by granting access through Profiles or Permission Sets as needed.

This means that only users who have been given access to the Agentforce Employee Agent will be able to use it within Salesforce.

For example, in your Salesforce org, you may have two Profiles: Sales Profile, used for the Sales application, and Service Profile, used for the Service application.

In this case, we can create two Agentforce Employee Agents, one named Sales Agent and another named Service Agent. Then, we can grant access to the Sales Agent only for the Sales Profile and access to the Service Agent only for the Service Profile.

This way, each team can use its own Employee Agent based on the application they are working on.

Create An Agentforce Employee Agent for Users in Salesforce

In the step below, I will explain how to create an Agentforce Employee Agent and grant the agent access to profiles and permission sets in Salesforce.

Next, we will explore how to create a custom action using Flow to assign the Agentforce Employee Agent in Salesforce.

As I click the Agentforce icon, you can see that we only have the Agentforce (Default) agent available. After creating the Agentforce Employee Agent, we will have options to select agents according to the access the user has.

To create the Agentforce Employee Agent, search for Agentforce Agents in Quick Find and click on it. Then click the ‘+ New Agent’ button. Click on it.

Create New Agent in Salesforce Agentforce

After that, you will see the different types of agents available in Agentforce. Here, we need to select ‘Agentforce Employee Agent‘ and then click the Next button.

Create An Agentforce Employee Agent for Users in Salesforce

Now, you will see that we have some standard Topics provided by Salesforce, and they are already added to the agent we are creating.

If you don’t want to select any topic, you can uncheck the ‘Added’ button so that the topic will not be added to the agent, and then click the ‘Next’ button to proceed.

Now, we need to define the agent’s details. I have provided the details in the image below.

Name: Provide the label for the agent, and the API Name will automatically be populated.
Description: Here, you can define what this agent is all about. Will it be deployed on a customer site or a portal site?
Role: Define the role of this agent for the purpose for which you are creating this agent.
Company: Specify the company name.
Enrich event log with conversion data: If you want all the data to be available without any sensitivity checks added, then you can check this box.

Then click the Next button to proceed.

Customize Agentforce Employee Agent in Salesforce

Now, here, we can select the Data Sources. Currently, we are not making a selection here, and it is also optional to specify. Click the Create button.

To use the ‘Agentforce Employee Agent‘, click the Activate button. As you activate the agent, you need to check the issue, and you can also click the Ignore and Activate button.

Activate Agentforce Employee Agent in Salesforce

Here you can see the warning about the Agentforce (Default) agent, will be retired soon.

Then, in the Agent Name field, you will see the name that you have given to your AI Agent. The Type will show as Agentforce Employee Agent. Once we activate this agent, it becomes ready to use in Salesforce.

Now, to specify who can use this agent, we need to open the Agent.

Set up Agentforce Employee Agent in Salesforce

As you open the Agent setup page, you will see an Agent Access option. Click on it, and there we can assign the Agentforce Employee Agent to users through Profiles or Permission Sets.

This ensures that only authorised users in Salesforce can access the agent.

If we assign the agent to a Profile, such as a Sales Profile or Service Profile, then all users under that profile will be able to use the agent.
If we assign it through a Permission Set, we can give access only to selected users, even if they belong to different profiles.

Grant Access for Agentforce Employee Agent in Salesforce

Here, I have selected the System Administrator profile. That means all users with the System Administrator profile will automatically get access to this Agentforce Employee Agent.

Grant Agentforce Employee Agent Access to Profiles in Salesforce

Now, as I navigate back, refresh the page, and click the Agentforce icon, you can see that I have the option to select the Agentforce Employee Agent that I just created and activated, with the name ‘Sales Agent’.

Conclusion

I hope you have got an idea about how to create an Agentforce Employee Agent, give access using Profiles or Permission Sets, and then use it inside Salesforce. With this setup, we can make sure the right users have their own AI-powered agents to handle tasks smoothly.