Salesforce Considerations for Agentforce Projects

Your AI agent must coexist with your current Salesforce configuration and architecture. Consider Salesforce-specific factors that can influence your Agentforce implementation.

Required Editions

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

Licensing and Provisioning

Each Agentforce project is unique, so the Salesforce products and features you need for your project vary depending on your use case. Check with your Salesforce account executive to confirm the licensing requirements for the specific AI agent you want to build.

Billing and Consumption

Agentforce uses a consumption-based pricing model. For more information on how usage is billed, see Agentforce Pricing. You can also refer to your contract or contact your account executive.

Requirements

To use Agentforce, these products and features must be enabled in your Salesforce org:

  • Lightning Experience
  • Einstein Generative AI
  • Data 360

Einstein Bots

Have you implemented Einstein Bots in your Salesforce org? If so:

  • How are the bots being used today?
  • How is performance measured?
  • Are there specific business outcomes you’re trying to improve with generative AI?
  • Are you considering turning your bot into an AI agent?

Existing Automation

With Agentforce, your AI agents use agent actions as tools to accomplish specific tasks. Those agent actions are built on top of existing Salesforce Platform technology, such as flows, Apex, and prompt templates. Start cataloging any existing automations related to your use case that you might be able to repurpose for your AI agent.