---
schema_version: "1"
id: 5bbd9f1a705d1f9885f67849b6366a75f382b3603f72309f15a6b1a3b5ade91d
title: AI Agent Limits and Considerations in Agentforce Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_ai_agent_limits.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agent_limits.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2d243b2d55bb4b2740fa158adeaf08870b6d353ea7ed3f679ece31ac2802e95f
description: Review AI agent limitations and considerations before assigning a task to an agent.
products:
  - Cross Cloud
release: "264"
---
# AI Agent Limits and Considerations in Agentforce Operations

Review AI agent limitations and considerations before assigning a task to an agent.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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          <th scope="colgroup" class="slds-cell-wrap" colspan="1" style="text-align:left;vertical-align:top;" id="d17907e37">License Required</th>
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          <td data-label="License Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d17907e37 ">
            <p>This feature is a workspace that’s external to your Salesforce org and requires
              an Agentforce Operations license. </p>
            <p style="margin-bottom:0;">To purchase an Agentforce Operations license, contact your Salesforce account
              executive.</p>
          </td>

        </tr>
      </tbody>
    </table>

## 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](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_data_sources.htm&release=264.0.0&type=5 "Data sources are tables of structured reference data, such as supplier lists, customer catalogs, or parts databases. Admins import data sources into Agentforce Operations so users can look up and validate that data in workflows and tasks.") |

## 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.

#### See Also

- [Manage Data Sources in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_data_sources_manage.htm&release=264.0.0&type=5 "Add and update external data sources in Agentforce Operations.")
- [AI Agents Catalog for Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_ai_agents_catalog.htm&release=264.0.0&type=5 "Use this catalog to select the right AI agent for each type of task in Agentforce Operations.")