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Set Up Agentforce for Inventory Management

Set up and configure features to use agentforce for Inventory Management.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
User Permissions Needed
To setup and use Inventory Management Agent:

Agentforce Default Admin, Access Agentforce Default Agent, Prompt Template Manager,and User, Inventory Search and Transfer, Inventory Replenishment, Criteria-Based Search and Filter, AND Data Pipelines Add On user

Note
Note Ensure that these licenses are provisioned in your Salesforce org
  • CriteriaBasedSearchAndFilterAddOn: Enables core CBSF functionality
  • AutomotiveFoundationAddOn: Required to enable VehicleSearchableField (for automotive use cases)
  • InventorySearchAndTransferAddOn: Required to enable ProductInventorySearchableField (for manufacturing use cases)

Before you begin, set up Einstein Generative AI,enable Agentforce, and configure cloud specific Einstein and Generative AI settings.

  1. Set up Agentforce in the your cloud. See the cloud specific documentation for details.
  2. Assign the required permission sets to users.
    1. From Setup, in the Quick Find box, enter Users, and then select Users.
    2. In the list view, click the user’s name to view the user details page.
    3. Scroll down to the Permission Set Assignments section, and then click Edit Assignments.
    4. Select the required permission sets, and then click Add.
    5. Save your changes.
  3. Enable the Criteria-Based Search and Filter (CBSF) preference in your Salesforce org.
    1. From Setup, find and select Criteria-Based Search and Filter.
    2. Turn on Criteria-Based Search and Filter.
  4. Assign the Criteria-Based Search and Filter (CBSF) user permission to relevant profiles or permission sets.
  5. Create and activate search configurations for the searchable objects. Set up searchable fields for ProductInventorySearchableField (Manufacturing) or VehicleSearchableField (Auto).
  6. Ensure that the Product Inventory Searchable Field (PSF) flat entity is populated. The Inventory Agent reads all search and summary results exclusively from this flat entity, not directly from Product Inventory.
  7. Load data into all entities referenced by the Product Inventory Searchable Field (PSF). This includes Product, Inventory Location, Product Inventory, and any related entities used in data flattening.
  8. Create replenishment policies for the required products and locations. These minimum and maximum values are needed for the Inventory Management Agent to calculate stock status and generate accurate inventory summaries. Inventory summaries rely on stock status (shortage, excess, optimal), which is calculated using these policy min/max values. Without Replenishment Policies, the agent may return empty or inaccurate summaries.
  9. Run the Data Processing Engine (DPE) after enabling CBSF, loading data, and creating Replenishment Policies. The PSF flat entity must be refreshed for the Agent to return accurate results.
Note
Note
  • Ensure that the product name, inventory location name, and stock status are configured as search fields in the CBSF search configuration.
  • Users must have read access to inventory data objects to retrieve results using the agent.
  • Use the Data Processing Engine to regularly load and update inventory data