Setup with Agentforce

Transform the traditional menu-driven Salesforce Setup experience into an agent-driven, conversational experience that saves time and effort. Manage your org, troubleshoot configuration issues, and streamline administrative tasks with the power and speed of AI and simplicity of natural language.

Streamlined User and Access Management

Streamlined User and Access Management

Eliminate complex menu navigation by resolving user and access-related issues via natural language. Admins can instantly reset passwords, freeze users, or clone permissions through a simple conversational interface. Quickly troubleshoot and analyze profiles and permission sets for immediate clarity. Scale team management and reduce routine administrative tasks from minutes to seconds.

Unified Navigation & Org Health

Unified Navigation & Org Health

Salesforce Setup is reimagined with a modern interface that surfaces critical usage and security metrics, integrates conversational help, searches and finds Salesforce documentation, and provides direct links to configuration pages. Every action is backed by a clear audit trail, allowing you to monitor org health and navigate complex settings with total transparency.

Intelligent Org Setup

Intelligent Org Setup

Setup with Agentforce acts as a conversational co-architect, allowing you to build custom objects and fields by describing business processes. The agent provides proactive guardrails, scanning your schema for duplicate fields and streamlining complex logic with real-time formula assistance that fixes for syntax errors or logic gaps in validation rules and formula fields.

Get Started Today

Make Salesforce administration faster and easier with the help of Agentforce today. Boost admin productivity by leveraging the power and speed of AI to manage your org.

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Setup with Agentforce FAQ

Setup with Agentforce is an AI-driven, conversational interface that transforms the Salesforce Setup experience. Instead of navigating complex menus, admins use natural language to perform common tasks like managing users, troubleshooting issues, and creating custom objects. Built within the AI Trust Layer, it ensures secure, grounded execution while keeping humans "in the loop" by requiring an admin to approve all changes.

Setup with Agentforce boosts admin productivity by eliminating time spent navigating complex menus, helping admins quickly find configurations and documentation, and proactively surfacing governance recommendations like duplicate field detection and configuration best practices. Powered by a highly accurate model optimized for Salesforce admin tasks, Setup with Agentforce delivers reliable, grounded results that save admins significant time and effort.

Setup with Agentforce is currently available at no additional cost. It does not consume Flex Credits or count toward Agentforce Conversations.