Salesforce Docs Portal

Set Up Agentforce for Timesheets and Labor Optimization

To provide technicians and field employees with powerful generative AI features for managing their schedules, admins must configure Agentforce for Timesheets.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To set up Agentforce: Manage AI Agents AND the admin user permission for the agent type you want to create OR Customize Application
  1. Enable timesheet AI features.
    1. From Setup, enter Advanced Timesheets in the Quick Find box, then select Advanced Timesheets and Labor Cost Optimization Settings.
    2. Turn on Enable AI and Agentforce for Timesheets.
  2. Configure the Agentforce Employee Agent.
    1. From Setup, enter Agentforce Agents in the Quick Find box, then select Agentforce Agents.
    2. Select Agentforce Employee Agent.
    3. If the agent already exists, click it to open. If it does not exist, follow these steps to create it:
      1. Click New Agent.
      2. Select Agentforce Employee Agent and click Next.
      3. Clear any default topics and click Next.
      4. Enter the required agent information and click Next.
      5. Click Create.
    4. Once the agent is open, click Open in Builder.
    5. Remove any pre-existing Topics or Actions that are not relevant to timesheet management.
  3. Define Timesheet Management topics and actions.
    1. In the Agent Builder, navigate to the Topics tab and click New.
    2. Create a new topic named Timesheet Management.
    3. Within the Timesheet Management topic, add the following actions:
      • Create Timesheets and Timesheet Entries
      • Get Timesheet Details
      • Verify Or Submit Timesheet
    4. Click Finish.
    5. Click Activate to enable the agent.
  4. Assign agent access.
    1. Open the Agentforce Employee Agent record again.
    2. Go to the Agent Access tab.
    3. Under Profiles with Agent Access, click Add to include the specific profiles for which you want to enable the agent (for example, Field Service Technicians).
  5. Try the agent on the mobile app.
    1. Log in to the Field Service Mobile app using a technician's credentials.
    2. Open the Actions menu and launch Agentforce.
    3. Test the timesheet actions to ensure the agent is responding correctly.