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Setup with Agentforce for administrative processes

Key Takeaway

The Setup agent carries out Setup tasks from natural language requests, but it respects user permissions and makes no changes until you approve them.

Setup with Agentforce adds an AI assistant, called the Setup agent, to Salesforce Setup. You ask questions or give commands in natural language. The agent handles app-building tasks and user and access work, so you need less navigation and fewer clicks.

What the Setup agent is

The Setup agent is a conversational assistant powered by the Atlas Reasoning Engine. It is available in Lightning Experience in the following editions, with Foundations or Agentforce 1 Editions:

  • Enterprise Edition
  • Performance Edition
  • Unlimited Edition
  • Developer Edition

Unlike other agent types, the Setup agent isn't visible in Agentforce Builder and can't be customized there. You don't choose its topics and actions, because all supported functionality is enabled by default.

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