Use this catalog to select the right AI agent for each type of task in Agentforce Operations.
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. |
How to Choose an Agent
Choose the agent whose purpose aligns with the expected output and required source data. If a task spans multiple domains, break it into separate tasks and assign each to the most appropriate agent.
Agent Comparison
Use this table to compare agents and find the right one for your task.
| Agent | Best For | Key Capabilities | Learn More |
|---|---|---|---|
| Generalist (Beta) | Complex, multi-step tasks that span multiple domains | Logic-based routing, rule-based decisions, document classification and generation, table operations, calculations, and data source queries. Uses Python for accuracy with large datasets. | Generalist Agent (Beta) |
| Flash | Quick, simple decision-making tasks optimized for speed | Rules-based routing, document classification, task approval or rejection, data extraction from text fields, and large form prefill. | Flash Agent |
| Document | Document generation, summarization, comparison, and structured extraction | Extract data from PDFs, images, CSV, .docx, .pptx, and .xlsx files. Summarize documents, fill .docx templates, compare .docx files, and extract tables from consistently formatted files. | Document Agent |
| Document Reader (Beta) | Extracting fields and tables from unstructured or variable-format documents | Field value extraction with keyword search, per-field instructions, multi-value support, and tabular data extraction from PDFs and images. | Document Reader Agent (Beta) |
| Tabular | Manipulating tables, line items, and spreadsheet data by using SQL | Filter tables, add calculated columns, sum columns, combine tables with joins, compare tables, and aggregate data by groups. | Tabular Agent |
| Excel (Beta) | Tasks that use existing Excel spreadsheets or CSV files | Run Excel spreadsheet formulas on task data (formula-based), or process CSV files with row-level filtering and calculated columns (tabular data). Generates an audit workbook. | Excel Agent (Beta) |
| Regrello | General tasks including data source searches and calculations | Data source search by column or keyword, simple multi-step calculations, date difference calculations, and date offset calculations. | Regrello Agent |
To learn more, explore these links.
- Excel Agent (Beta) in Agentforce Operations
Use the Excel Agent (beta) as an automation engine in Agentforce Operations. Upload a spreadsheet to drive formula-based calculations, or pass CSV files for row-level operations across tabular data. - Generalist Agent (Beta) in Agentforce Operations
Use the Generalist Agent (beta) to automate a broad range of tasks in Agentforce Operations. Supported tasks include routing decisions, calculations, data source queries, table operations, and document processing. - Flash Agent in Agentforce Operations
Use the Agentforce Operations Flash Agent to route and triage work, approve or reject tasks, extract simple information from documents, and fill out forms. - Document Agents in Agentforce Operations
Agentforce Operations has two document agents. Understand the differences to choose the right one for your task. - Tabular Agent in Agentforce Operations
Use the Tabular agent to work with tables, line items, and spreadsheets in Agentforce Operations. - Regrello Agent in Agentforce Operations
Use the Regrello Agent to search for information and perform calculations in Agentforce Operations.