---
schema_version: "1"
id: 7b137febf94103da1a8928aefdd054421ba6fd76fa2e4fb316e385f33002c33d
title: Ideate Your Agentforce Solution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_parent_ideate.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_parent_ideate.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 35ad161a7493dac0f708487de56c06dcaa5a8d6f265ddf0f0920e282b276533c
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions. <a href="https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&amp;release=264.0.0&amp;type=5" title="Learn about agent types and default templates for specific clouds and common use cases.">Required add-on licenses vary by agent type.</a></td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png)

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?](https://help.salesforce.com/s/articleView?id=ai.copilot_overview.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&release=264.0.0&type=5)**  
    Learn about agent types and default templates for specific clouds and common use cases.
- **[Agent Execution Context and Data Access by Type](https://help.salesforce.com/s/articleView?id=ai.agent_execution_data.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ai.agent_plan.htm&release=264.0.0&type=5)**  
    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.