Grid Agent is an AI agent in the Agentforce Grid sidebar that creates and analyzes columns from plain-language requests. Describe what you want, review the proposed changes, and approve them. Grid Agent handles the configuration.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
| User Permissions Needed | |
|---|---|
| To create and modify worksheets: | Manage Agentforce Grids |
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In the Grid Agent sidebar, enter your request, and then click
Send.
For example, enter "Create a column that summarizes each case description."
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Review the proposed changes.
Grid Agent describes what it plans to create, including the column name, source field, and logic.
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To create the column, click Confirm. To leave your grid unchanged,
click Cancel.
Grid Agent shows a summary of the column, including any rows that didn't process.
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To analyze column data, enter a question in the Grid Agent sidebar.
For example, enter "What patterns do you see in the Sales Stage column?"
- Click Send.
- Review Grid Agent's response.
Tip To build multiple columns, describe the full workflow in your request. For
example, enter "Create a worksheet that summarizes case descriptions, identifies sentiment, and
flags high-priority cases."