Ideate Your Agentforce Solution

Build your Agentforce solution from the ground up by understanding the basics of a successful AI project. Then, learn about the basics of agents so that you can get started quickly.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.

Note Beginning in April 2026, agent topics are now called subagents. There are no changes to functionality. During this transition, you may see a mix of the new and previous terms in our documentation.

What Are Agents?
Agents are goal-oriented, autonomous AI assistants that perform tasks and business and make data-driven decisions. Learn more about agents and how they compare to Einstein Bots.
Agent Types and Considerations
Learn about agent types and default templates for specific clouds and common use cases.
Agent Execution Context and Data Access by Type
Learn how Agentforce Employee, Lead Nurturing (Sales), and Service agents run actions and how data access is controlled for each agent type.
Plan Your AI Agent
Planning an AI agent is crucial for several reasons. It ensures that your AI project aligns with your company's overall AI strategy and business goals. It also helps you define the agent's work and assess its potential impact on the organization.