Review AI agent limitations and considerations before assigning a task to an agent.
Required Editions
| License Required |
|---|
|
This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license. To purchase an Agentforce Operations license, contact your Salesforce account executive. |
Field Type Limitations
| Field type | Limitations |
|---|---|
| Document | Agents can read images, PDF, CSV, .xlsx, .docx, and .pptx files. They can’t read document links. Agents can create .docx, PDF, and CSV files. .docx output requires an existing template. |
| People | Agents can’t create new workspace users. They can only select existing users by email
address (for example, alex@company.com) instead of by display name. |
| Role | Agents can’t change role assignments. They can select users who have that role by email address. |
| Signature | Agents can’t fill signature fields. |
| Data source | Agents can select up to 100 rows from a data source field. To set up a data source for AI agent use when configuring the data source, select Allow AI agents to access this data source. Learn more in Data Sources in Agentforce Operations |
Design Considerations
- Agents run a structured plan, so tasks with conditional step logic can be unreliable. Move conditional branching to stage logic when possible. For example, don't create a task with this description: "If supplier is outside the US, calculate the tariff. Instead, split into separate stage paths so the tariff task runs only when Supplier Country isn't USA."
- Agents can only use data explicitly shared in the task. They can't access information from other tasks automatically.