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AI Agent for Salesforce Support Resolution

Salesforce Help Assistance is a conversational specialized AI agent that helps employees manage Salesforce access and resolve platform issues. Use this agent to provision new user accounts, modify role hierarchies and permission sets, troubleshoot platform errors, and resolve MFA lockouts. This agent streamlines Salesforce administration and CRM specific support.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

Service Catalog Items

This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

Agent Actions

These actions run automatically during your conversation with the specialized agent.

Example
Example

Requesting access to Salesforce for a new sales team member

Scenario: Sales Manager Kevin needs to set up Salesforce access for a new account executive.

  • Kevin: I need to set up Salesforce access for our new account executive, Tyler Brooks. He starts on Monday.
  • AI Agent: I can create that Salesforce account. To confirm before I proceed, what role should Tyler have, and does he need access to any specific permission sets like Advanced Forecasting or Marketing Cloud?
  • Kevin: He should be an Account Executive role with access to Advanced Forecasting.
  • AI Agent: The Salesforce account for Tyler Brooks has been created with the Account Executive role and Advanced Forecasting permission set. Login credentials and setup instructions will be sent to his company email by end of day Friday. He'll be prompted to set up MFA during his first login on Monday.