Einstein Generative AI features including Agentforce and Prompt Builder allow your users to streamline daily tasks and be ever more productive. Ask Agentforce to summarize records, draft emails, show related records, and execute all your custom agentic actions in a conversational and intuitive experience on the Salesforce mobile app.
Use Einstein on the Salesforce mobile app as soon as it’s enabled for your Salesforce org. On iOS devices, activate Siri or Dictation to use voice commands seamlessly in your agentic experience. When Salesforce admins create prompt templates, some setup can be required for the Salesforce mobile app.
- Use Field Generation Templates for the Salesforce Mobile App
After your Salesforce admin sets up a field generate prompt template, take additional steps to allow your users to generate content for fields. - Custom Lightning Types in the Salesforce Mobile App
Show rich, interactive UI in Agentforce conversations on the Salesforce mobile app by using custom Lightning types (CLTs) with Lightning web component (LWC) overrides. - Considerations for Agentforce in the Salesforce Mobile App
Carefully review limitations and considerations when using Agentforce in the Salesforce mobile app. - Set Up In-Person Meeting Assistant
Transform face-to-face client interactions into actionable CRM data. With private and secure processing, you can capture AI-powered transcripts. Your data syncs automatically to Einstein Conversation Insights (ECI), eliminating manual entry and keeping you focused on the client. - Enable Agentforce Voice for Employee Agents
Turn on Agentforce Voice for an employee agent so your users can have voice conversations with it in the Salesforce app — handy for hands-free moments like Pre-Visit Prep and Post-Visit Updates, including while driving. - Customize Agentforce Mobile Responses (Beta)
Deliver a tailored Agentforce experience on mobile devices with full administrative control over how AI-powered responses appear to your users. - Use Mobile Builder for Agentforce (Beta)
The Mobile Builder for Agentforce is a drag-and-drop tool that lets you customize how Agentforce action responses appear on mobile devices.