Access IT Support Directly within Microsoft 365

Manage IT issues in your daily workflow by using Agentforce IT Service records in Microsoft 365. Use Microsoft Copilot and integrated Office apps to find knowledge, manage tickets, and request catalog items through a unified conversational interface. This integration reduces context-switching and boosts self-service by bringing IT support into everyday productivity tools.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Agentforce IT Service.

Who: This feature is available to employees using Microsoft 365.

How: Deploy the Agentforce agent to required user groups through the Microsoft 365 admin center.