Simplify administrative tasks by using the new AI-powered agent in Setup.
- Simplify and Speed Up Admin Tasks with Setup with Agentforce (Generally Available)
Work with an AI agent to complete tasks, manage your Salesforce org, and troubleshoot issues directly in Setup. Setup with Agentforce makes you more productive by streamlining tasks and reducing clicks. Instead of navigating to multiple Setup pages and researching best practices, simply chat with the Setup agent to get guidance and help completing your work. This feature, now generally available, includes improved agent responses and more supported tasks since the initial beta release. - Manage Access to Setup with Agentforce with a Standard Permission Set
To allow users to enable and use Setup with Agentforce, assign them the Use Setup with Agentforce permission set, which includes the identically named Use Setup with Agentforce user permission. This standard permission set simplifies the configuration process, as you previously were required to create a custom permission set that included this permission. - The Use Setup with Agentforce Permission Is Required for Enablement
For easier permissions management, the Use Setup with Agentforce permission is required to turn on Setup with Agentforce. Previously, the Customize Application permission was sufficient to enable Setup with Agentforce, and the Use Setup with Agentforce permission was required only to use the feature. - The Legacy Agent for Setup Can No Longer Be Enabled
Setup with Agentforce (beta) has replaced the Agent for Setup that was previously released in March 2025. Setup with Agentforce supports many more Setup tasks and is updated automatically with new functionality. The Agent for Setup is no longer being updated and can’t be enabled in new Salesforce orgs. For orgs that previously enabled Agent for Setup, the agent is still available, but we recommend that you start using Setup with Agentforce when possible. - View Item Details in an Expanded Agentforce Side Panel
View full record details without leaving your current Setup page. Instead of opening a new Setup tab, expand the Setup with Agentforce side panel to review details in context. If you need more space to view details, you can open the conversation in a new Setup page. - Get More Org Health and Usage Metrics (Beta)
With the Org Health and Usage dashboards you can monitor even more of your Salesforce org's health and performance metrics. Track the performance of your Lightning Experience sites and discover how to improve it. Identify custom component errors and review user access health and optimization opportunities. Review and take action on release updates that affect your org. - Manage More Record Access Features in Setup with Agentforce
You can now create criteria-based sharing rules on accounts as well as ones that grant access to roles. The agent also provides information on existing sharing sets in your Salesforce org when you ask questions such as “Give me a list of all sharing sets.” - Compare Permissions and Assignments of Users More Easily Using Setup With Agentforce
You can troubleshoot user access differences faster with enhanced comparison tools in Setup with Agentforce. Compare permissions for any two users, profiles, permission sets, or permission set groups, including object and user permissions. User-to-user comparisons also show differences in permission set groups, permission sets, public groups, and queue assignments. For two users, we support assignment comparison. For all other combinations, we support permission comparison only. The enhanced comparison capabilities provide actionable insights to reduce administrative time spent diagnosing access discrepancies. - Query More Objects in Setup with Agentforce
Use natural language to get information about 18 more Setup objects via the Setup agent, making it faster to audit your org’s settings and understand relationships between different Setup components. For example, ask the Setup agent about connected apps, permission sets, or bot configurations without navigating through multiple Setup pages. - Access More Objects in Setup with Agentforce
Use natural language with the Setup agent to get details on nine more Setup objects. - Start Setup Tasks Faster with the Prompt Library
Browse ready-made prompts for Setup areas such as user access, flows, and org health, to quickly start a conversation with the Setup agent. Select a prompt to add it to your conversation instead of writing your own request from scratch, and then send it as-is or customize it first.