Manage Timesheets and Timesheet Entries with Agentforce

Service resources can now record their activities, such as work, drive, and break times. They can also access a comprehensive view of timesheet data, including status and validation errors, to resolve issues. Furthermore, they can seamlessly initiate the verification or submission process for their timesheets.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with the Agentforce Employee Agent add-on. ‌Agentforce Employee Agent uses Flex Credits under the Salesforce Foundations Entitlements model.

Important This feature uses Einstein Generative AI and may consume Einstein Requests or Flex Credits or Data Cloud Requests. Einstein Generative AI Features and Data Cloud are provided on a separate infrastructure with different security protections and physical hosting locations than the Services. See Salesforce Trust and Compliance Documentation for more information.

Note

The user interface of this product is available only in English and may not be fully supported in other languages.

Who: To use Agentforce for Timesheets, you need the Agentforce Employee Agent add-on and the relevant Field Service permissions.

How: Use these actions to manage timesheets within Agentforce.

• Create Timesheets and Timesheet Entries: Creates timesheets and entries for the current user. Categories for entries can be resolved to values such as WorkTime, DriveTime, BreakTime, and MealTime.
• Verify Or Submit Timesheet: Initiates the process of verification or submission for a specific timesheet date.
• Get Timesheet Details: Gets the main timesheet record, associated entries, and any unresolved validation errors for a selected date.