Set Up Autonomous Scheduling in the New Agentforce Builder

Create your AI agents and set them up for success. For a simplified experience, use the automated Salesforce Go tool to guide you through the entire setup and get you started. If you encounter issues with the automation, you can complete the process manually.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations. Also available with Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.

Option 1: Salesforce Go

Select Salesforce Go from the gear menu or from the main Setup menu.
Select Agentforce for Field Service.
Follow the steps on the page.
After creating your Customer-Initiated Scheduling agent, click Build again to create your Customer Outreach Scheduling agent.

Option 2: Manual

Review and complete the prerequisites.
Create and set up the Customer-Initiated Scheduling agent.
Create and set up the Customer Outreach Scheduling agent.