Salesforce Docs Portal

AI Agent for Security Incident Management

Security Assistance is a conversational specialized AI agent that helps employees report security incidents and manage security compliance. Use this agent to report phishing attempts and potential breaches, enroll in mandatory security training, and request exceptions to corporate security policies. This agent supports an organizational security posture.

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

Reporting a suspected phishing email

Scenario: Employee Anna received a suspicious email claiming to be from IT support asking for her password.

  • Anna: I just got a suspicious email asking me to verify my password by clicking a link. It looks like phishing.
  • AI Agent: Good catch on identifying that suspicious email. I can help you report it. To confirm before I proceed, can you forward that email to security@company.com and let me know the sender's email address?
  • Anna: The sender is it-support-team@companyhelp.net—that's not our real domain, right?
  • AI Agent: Correct, that's not our legitimate domain. Security incident INC-009876 has been created to investigate this phishing attempt. The security team will analyze the email and block the sender domain. Never click links or provide credentials in unsolicited emails. Your account has been flagged for extra monitoring for the next 72 hours as a precaution.