---
schema_version: "1"
id: 7b91d82783764c7ba6c692d545c6b60d5ebb3cd66e6ca83aca2635922c49e822
title: Search or Create and Modify Records with Agentforce Coworker
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/agentforce-coworker/agentforce-coworker-manage-experience/agentforce-coworker-navigate-the-experience.md
canonical_url: https://developer.salesforce.com/docs/data/agentforce-coworker/guide/agentforce-coworker-navigate-the-experience.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: ca07fa04974439a99b630ae209c74d584d1da6d1bec8cfe273e6819f9af551c6
products:
  - Agentforce Coworker
  - Data 360 Developer Documentation
---
# Search or Create and Modify Records with Agentforce Coworker

Search your Salesforce CRM data and connected data sources, or type a command to create and update records.

| **REQUIRED EDITIONS AND PERMISSIONS**                 |                                                                                                                                                                                                  |
| ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Available in:                                         | Enterprise, Unlimited, and Agentforce 1 Editions                                                                                                                                                 |
| To use Agentforce Coworker:                           | Access_Ai_Search (API Name) Permission Set Group. Admins grant user access via Manage Users in Coworker Setup (recommended) or the main Setup menu.                                              |
| To create or modify records with Agentforce Coworker: | Admins enable the [Agent Actions toggle](https://developer.salesforce.com/docs/data/agentforce-coworker/agentforce-coworker-setup/agentforce-coworker-manage-search-data/agentforce-coworker-allow-coworker-update-records.md) in Agentforce Coworker setup. |

**note:** To switch between Agentforce Coworker and Standard Search, click the link under the search bar.

1. Decide if you want to search, create, or modify records.
2. To search, type your query in the Salesforce global search bar.

- First-time users: Opt in via the message that appears.
- Returning users: Recent searches appear as you type.
- For search results and a quick summary, press **Enter** to go to Search mode.
- For a detailed answer and suggested next steps, click **Ask** to go to Ask mode.
  **note:** Your search opens in a new tab in your toolbar, labeled "Search: Your Search Criteria" or "Ask: Your Search Criteria." Click the tab to return to your results, or click **X** to close it. Search tabs aren't available on the Salesforce mobile app.

3. To create and modify records, click **Ask** and type what you want Agentforce Coworker to do.
   **note:** Agentforce Coworker can propose updates or new records without accounting for user permission restrictions. If a lack of permission prevents the change, the update or creation doesn't go through. Create or modify up to 15 records in a single command.
4. View or act on what Agentforce Coworker returns.

- **Search results**: Click source links to view full details. Results are organized by relevance and include snippets and highlighted text when the data source and object type support them.
- **Ask mode suggestions**: Follow the recommended next steps under the search bar.
  - **Delegated agent responses**: Responses from agents with customized response formats appear as interactive cards. See [Search Agent and Agent Delegation in Agentforce Coworker](https://developer.salesforce.com/docs/data/agentforce-coworker/guide/agentforce-coworker-customize-delegate-agent.md#how-delegated-responses-appear).
- **Record updates**: Agentforce Coworker shows the proposed changes with old and new values. Confirm the updates.
- **Record creations**: Agentforce Coworker maps proposed changes to the relevant fields and links to related existing records. Confirm the creation. Refine the proposal until you're satisfied.