#agentforce — Public Fediverse posts

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Integrating Salesforce with Agentforce for Auto-Replies | Complete Salesforce Tutorial

#Salesforce #Agentforce #SalesforceAgentforce #SalesforceAI #SalesforceIntegration #AutoReplies #AIAgents #CustomerService #CRM #SalesforceAutomation #GenerativeAI #AIForBusiness #SalesforceTutorial #SalesforceTraining #Automation

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Integrating Salesforce with Agentforce for Auto-Replies | Complete Salesforce Tutorial

#Salesforce #Agentforce #SalesforceAgentforce #SalesforceAI #SalesforceIntegration #AutoReplies #AIAgents #CustomerService #CRM #SalesforceAutomation #GenerativeAI #AIForBusiness #SalesforceTutorial #SalesforceTraining #Automation

Supercharge your revenue pipeline and eliminate rep burnout with an enterprise salesforce agentforce sales implementation service! 🚀⚡

Discover how Ksolves helps businesses deploy autonomous AI sales agents—such as the Agentforce SDR and Sales Coach—to handle inbound lead qualification, auto-update CRM records, and provide real-time deal guidance. Unify your customer data and accelerate growth today!

🔗 https://www.ksolves.com/salesforce-agentforce-sales-implementation

#Salesforce #Agentforce #CRM #AI #SalesAutomation #Ksolves

Supercharge your revenue pipeline and eliminate rep burnout with an enterprise salesforce agentforce sales implementation service! 🚀⚡

Discover how Ksolves helps businesses deploy autonomous AI sales agents—such as the Agentforce SDR and Sales Coach—to handle inbound lead qualification, auto-update CRM records, and provide real-time deal guidance. Unify your customer data and accelerate growth today!

🔗 https://www.ksolves.com/salesforce-agentforce-sales-implementation

#Salesforce #Agentforce #CRM #AI #SalesAutomation #Ksolves

Transform your banking & wealth management operations with enterprise-scale AI!
Discover how to seamlessly implement salesforce agentforce financial service solutions with Ksolves. Empower your financial advisors with autonomous AI agents, unified client relationship data, and strictly enforced, built-in compliance controls. Say goodbye to rigid chatbots and hello to 24/7 intelligent digital labor.

https://www.ksolves.com/salesforce-agentforce-financial-services

#Salesforce #Agentforce #FinancialService #AI #Ksolves

Transform your banking & wealth management operations with enterprise-scale AI!
Discover how to seamlessly implement salesforce agentforce financial service solutions with Ksolves. Empower your financial advisors with autonomous AI agents, unified client relationship data, and strictly enforced, built-in compliance controls. Say goodbye to rigid chatbots and hello to 24/7 intelligent digital labor.

https://www.ksolves.com/salesforce-agentforce-financial-services

#Salesforce #Agentforce #FinancialService #AI #Ksolves

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What Are Vector Search Data Actions in Salesforce Data Cloud? Complete Guide

#Salesforce #SalesforceDataCloud #VectorSearch #DataActions #Agentforce #SalesforceAI #GenerativeAI #SemanticSearch #DataCloud #SalesforceDeveloper #CRM #ArtificialIntelligence #AI #SalesforceTutorial #SalesforceTraining #DataEngineering #VectorDatabase #RetrievalAugmentedGeneration #RAG #PeopleWooSkills

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What Are Vector Search Data Actions in Salesforce Data Cloud? Complete Guide

#Salesforce #SalesforceDataCloud #VectorSearch #DataActions #Agentforce #SalesforceAI #GenerativeAI #SemanticSearch #DataCloud #SalesforceDeveloper #CRM #ArtificialIntelligence #AI #SalesforceTutorial #SalesforceTraining #DataEngineering #VectorDatabase #RetrievalAugmentedGeneration #RAG #PeopleWooSkills

Agentforce Coworker Applied: Enterprise Intelligence at Your Fingertips

For years, enterprise productivity has suffered from a tax: context switching.

Sales executives, account managers, and customer success teams spend a fraction of their week actually talking to customers. The rest of their time is spent hunting through tab after tab, jumping from CRM records to email threads and opening Jira tickets. They also pull reports from Tableau, cross-reference customer support tickets, and ping colleagues in Slack to verify account histories.

The promise of modern enterprise AI isn’t just about generating text or writing code; it is about bringing all your organization’s scattered data directly to your fingertips through Large Language Model (LLM) interfaces. Instead of navigating complex database structures, you simply converse with your data in natural language.

Two Approaches to Bringing Enterprise Data to Your Fingertips in Salesforce

To make organization-wide data accessible via AI inside the Salesforce ecosystem, enterprises generally adopt one of two architectural strategies:

1. Slack Slackbot is your primary interface to access information in Slack, Salesforce and external systems.
2. Agentforce Coworker inside Salesforce is your primary interface to access all relevant information.

Bringing Data to Slack via Slackbot

In this model, teams use the AI agent directly in their primary chat interface. By leveraging custom Slack apps integrated with open standards like the Model Context Protocol (MCP) or Model Service Providers (MSPs), users can query back-end databases via @mentions or command prompts.

How it works: An employee asks Slackbot, “What was our Q3 renewal rate for healthcare accounts?”. The bot provides the answer using all the available information. Highly accessible for teams that spend 90% of their workday in Slack.

Native AI with Agentforce Coworker

Rather than building point-to-point bot integrations, Agentforce Coworker takes a platform-wide approach. Powered by Data 360 / Data Cloud and the Einstein Trust Layer, Agentforce Coworker sits directly inside your workflow.

Instead of just searching keyword indexes, Agentforce Coworker understands full operational context. It synthesizes answers across your CRM, Slack history, and connected enterprise systems, and then hands off actionable requests directly to specialized autonomous agents.

Expanding the Web: Agentforce Connectors and Data Sources

The true strength of an AI coworker depends on the data it can access. Agentforce Coworker avoids data silo traps by utilizing Data Cloud Zero-Copy Architecture and Agentforce Context Protocol Connectors. This allows the AI to query external data stores in place without requiring slow, expensive ETL (Extract, Transform, Load) pipelines or database replication.

Some of the primary connections and data integration sources supported include:

• Cloud Data Warehouses & Data Lakes: Direct zero-copy connections to Snowflake, Google BigQuery, Databricks, and Amazon S3.
• Document & Collaboration Platforms: Native indexing for Google Drive, Microsoft SharePoint, Box, and Confluence.
• Enterprise Integration Middleware: Deep integration with MuleSoft and Informatica, enabling the AI agent to trigger workflows and read data from legacy ERPs (like SAP or Oracle).
• Workplace Communication & Ticketing: Full conversational integration across Slack, Microsoft Teams, Jira, and Zendesk.

Because security permissions and access control are inherited at runtime, users only see data they are explicitly authorized to view in the source systems.

Practical Application: Analyzing a Real-World AI Agent Demo

To understand how this functions in daily business operations, let’s examine a live transcription of an AI agent assistant in action. In this walkthrough, a sales professional interacts with the agent to manage a complex account workflow.

       [User Request] ──> "What is my highest amount opportunity that is open?"
                                       │
                                       ▼
  [AI Agent Query] ──> Scans CRM & Data Cloud ──> Finds $511,500 Deal (Past Due)
                                       │
                                       ▼
    [Deep Context] ──> Synthesizes Account Overview, Pipeline, Contacts & Cases
                       * Flags CRM Anomaly: Deal not linked to Account Record!
                                       │
                                       ▼
  [Action Generation] ──> Identifies Key Stakeholders & Drafts Follow-up Email
                                       │
                                       ▼
 [User Style Pivot] ──> "Make the tone much more informal, add emojis."
                                       │
                                       ▼
   [Refinement] ──> Rewrites Email + Explains Governance & Logging Boundaries

1. Instant Opportunity & Pipeline Retrieval

The user opens the session with a simple query: “What is my highest amount opportunity that is open?”

Within seconds, the AI executes a search across Salesforce opportunity records, surfaces the result: Datanet, Inc. – Additional Products – 511k valued at $511,500 USD, and notes key operational details:

• Stage: Negotiation

• Close Date: July 18, 2026

• Insight: The agent proactively flags that the close date is past due, offering an immediate recommendation for follow-up.

2. Comprehensive Account Synthesis & Data Anomaly Detection

When requested to pull a full account summary for Datanet, Inc., the AI doesn’t just display a basic company profile; it aggregates multi-object data across Contacts, Cases, and Opportunities:

• Firmographics: Enterprise account, Communications industry, $210M annual revenue, 2,400 employees, managed by sales rep Andy Engin Utkan.

• Pipeline Breakdown: 9 open opportunities totaling ~$183K USD, alongside 7 closed-won deals totaling $347K USD.

• Key Contacts: Surfacing top decision-makers including Jean-Michel Lambert (EVP Business Development) and Janice Bergman (VP Purchasing).

• Support Context: Identifies 1 active high-priority support ticket (Case #00001133: “I have a question about my order”).

Crucial Value Add: The AI detects a data integrity issue that human eyes might miss during context switching:

This capability transforms the AI from a simple lookup tool into a proactive data quality auditor.

3. Context-Aware Action & Multimodal Personalization

Next, the user asks the AI to “Write a follow up email for this opportunity, propose the recipients for this email.”

The AI reviews the deal’s next step (“Meet with EVP of Sales”) and maps it against the retrieved contact directory. It selects the ideal decision-makers:

1. Jean-Michel Lambert (EVP, Business Development)

2. Cristin Hwang (EVP, Business Development)

3. Janice Bergman (VP, Purchasing)

It then drafts a structured, professional proposal covering final contract terms, onboarding timelines, and ROI expectations.

4. Real-Time Adaptive Refinement

When the user requests a stylistic pivot: “Can you make the tone of the email much more informal please, add in a few emojis”, the AI adapts immediately without losing structural accuracy:

Subject: Quick Catch-Up – Let's Get This Over the Line! 🚀

Hey Jean-Michel, Cristin, and Janice!

Hope you're all having a great week! 😊 Just wanted to pop in and follow up on 
where we left things with the additional products deal — we're so close and I'd 
love to get this wrapped up together!

I think a quick chat would go a long way to knock out the last few details. 
Here's what I'm thinking we cover:
  • 📑 Final contract terms — iron out anything still on the table
  • 🗓️ Timeline & onboarding — so you're up and running as fast as possible
  • 📈 ROI & success metrics — making sure we're set up to win from day one

Are you free for a quick call this week or early next? I'm super flexible...

5. Enterprise Guardrails & Transparency

Finally, when the user asks the AI to log the sent email directly to Salesforce, the system demonstrates proper AI governance boundaries. Rather than hallucinating a success message or making unauthorized database changes, it transparently communicates its scope:

It then provides direct action links to the record and step-by-step guidance on using Gmail/Outlook integrations to complete the task safely.

The Verdict: Moving from Data Retrieval to Intelligent Co-Pilot

This practical demo illustrates why conversational AI integrated directly into enterprise platforms is transforming workplace efficiency:

1. Zero Context Switching: The rep never had to open seven different tabs to check account revenue, locate the open support case, find contact email addresses, or review deal stages.

2. Proactive Anomaly Detection: The system automatically identified an unlinked deal record.

3. From Insight to Action: In under two minutes, the user obtained deal awareness, account context, stakeholder identification, and a customized outreach email.

By making enterprise data reachable through intuitive conversational interfaces like Agentforce Coworker, organizations can eliminate routine administrative friction and empower their teams to focus on high-value human connections.

Let us know how you use or plan to utilize Slackbot or Agentforce Coworker in your daily workflows.

Explore related content:

Is Hardcoding Ids a Good Idea in Salesforce Flows?

Agentforce Pricing: A Tier-by-Tier Breakdown

What Is Agentforce Coworker?

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Overview of Data Action Types in Salesforce Data Cloud | Standard vs Real-Time vs Vector Search Explained

#Salesforce #SalesforceDataCloud #DataCloud #DataActions #StandardDataActions #RealTimeData #VectorSearch #Customer360 #CRM #SalesforceAdmin #SalesforceDeveloper #DataIntegration #CustomerDataPlatform #CDP #Agentforce #MarketingCloud #SalesforceTraining #TechTutorial #AI #PeopleWoo

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Overview of Data Action Types in Salesforce Data Cloud | Standard vs Real-Time vs Vector Search Explained

#Salesforce #SalesforceDataCloud #DataCloud #DataActions #StandardDataActions #RealTimeData #VectorSearch #Customer360 #CRM #SalesforceAdmin #SalesforceDeveloper #DataIntegration #CustomerDataPlatform #CDP #Agentforce #MarketingCloud #SalesforceTraining #TechTutorial #AI #PeopleWoo

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Automation Studio Introduction | Salesforce Marketing Cloud Complete Beginner's Guide

#Salesforce #MarketingCloud #SalesforceMarketingCloud #AutomationStudio #MarketingAutomation #EmailMarketing #JourneyBuilder #SFMC #SalesforceAdmin #SalesforceDeveloper #CRM #DigitalMarketing #Agentforce #Peoplewoo #SalesforceTutorial

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Automation Studio Introduction | Salesforce Marketing Cloud Complete Beginner's Guide

#Salesforce #MarketingCloud #SalesforceMarketingCloud #AutomationStudio #MarketingAutomation #EmailMarketing #JourneyBuilder #SFMC #SalesforceAdmin #SalesforceDeveloper #CRM #DigitalMarketing #Agentforce #Peoplewoo #SalesforceTutorial

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What is Journey Builder? | Introduction with E-commerce Example | Salesforce Marketing Cloud

#Salesforce #MarketingCloud #SalesforceMarketingCloud #JourneyBuilder #CustomerJourney #MarketingAutomation #EmailMarketing #DigitalMarketing #CRM #SalesforceAdmin #SalesforceDeveloper #CustomerEngagement #Agentforce #Peoplewoo #SalesforceTutorial

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What is Journey Builder? | Introduction with E-commerce Example | Salesforce Marketing Cloud

#Salesforce #MarketingCloud #SalesforceMarketingCloud #JourneyBuilder #CustomerJourney #MarketingAutomation #EmailMarketing #DigitalMarketing #CRM #SalesforceAdmin #SalesforceDeveloper #CustomerEngagement #Agentforce #Peoplewoo #SalesforceTutorial

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Concurrent Sending vs Customer Fatigue in Salesforce Marketing Cloud | Best Practices Explained

#Salesforce #MarketingCloud #SalesforceMarketingCloud #SFMC #ConcurrentSending #CustomerFatigue #JourneyBuilder #AutomationStudio #EmailMarketing #DigitalMarketing #CustomerEngagement #MarketingAutomation #CRM #Agentforce #Peoplewoo

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Concurrent Sending vs Customer Fatigue in Salesforce Marketing Cloud | Best Practices Explained

#Salesforce #MarketingCloud #SalesforceMarketingCloud #SFMC #ConcurrentSending #CustomerFatigue #JourneyBuilder #AutomationStudio #EmailMarketing #DigitalMarketing #CustomerEngagement #MarketingAutomation #CRM #Agentforce #Peoplewoo

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Understanding Segmentation vs. Activation in Salesforce Data Cloud | Key Differences Explained

#Salesforce #SalesforceDataCloud #DataCloud #Segmentation #Activation #MarketingCloud #Customer360 #SalesforceAI #Agentforce #CRM #SalesforceAdmin #SalesforceDeveloper #AudienceSegmentation #DigitalMarketing #SalesforceTutorial

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Understanding Segmentation vs. Activation in Salesforce Data Cloud | Key Differences Explained

#Salesforce #SalesforceDataCloud #DataCloud #Segmentation #Activation #MarketingCloud #Customer360 #SalesforceAI #Agentforce #CRM #SalesforceAdmin #SalesforceDeveloper #AudienceSegmentation #DigitalMarketing #SalesforceTutorial

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Object Context Requirements in Salesforce Prompt Builder | Complete Guide with Examples

#Salesforce #PromptBuilder #ObjectContext #Agentforce #SalesforceAI #GenerativeAI #EinsteinAI #SalesforceAdmin #SalesforceDeveloper #CRM #SalesforceTraining #AI #PromptEngineering #DataCloud #SalesforceTutorial

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Object Context Requirements in Salesforce Prompt Builder | Complete Guide with Examples

#Salesforce #PromptBuilder #ObjectContext #Agentforce #SalesforceAI #GenerativeAI #EinsteinAI #SalesforceAdmin #SalesforceDeveloper #CRM #SalesforceTraining #AI #PromptEngineering #DataCloud #SalesforceTutorial

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Salesforce Integration with Claude AI | Step-by-Step Guide to Building AI-Powered CRM

#Salesforce #ClaudeAI #ArtificialIntelligence #SalesforceIntegration #CRM #SalesforceDeveloper #Agentforce #GenerativeAI #APIs #SalesforceAdmin #Automation #MarketingCloud #DataCloud #AITutorial #TechTutorial

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Salesforce Integration with Claude AI | Step-by-Step Guide to Building AI-Powered CRM

#Salesforce #ClaudeAI #ArtificialIntelligence #SalesforceIntegration #CRM #SalesforceDeveloper #Agentforce #GenerativeAI #APIs #SalesforceAdmin #Automation #MarketingCloud #DataCloud #AITutorial #TechTutorial

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Working with Nodes in Visual Insights Builder | Salesforce Data Cloud Complete Tutorial

#Salesforce #SalesforceDataCloud #VisualInsightsBuilder #VisualInsights #SalesforceTutorial #DataCloud #Analytics #BusinessIntelligence #CRM #SalesforceAdmin #SalesforceDeveloper #DataAnalytics #CalculatedInsights #Agentforce #Peoplewoo

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Working with Nodes in Visual Insights Builder | Salesforce Data Cloud Complete Tutorial

#Salesforce #SalesforceDataCloud #VisualInsightsBuilder #VisualInsights #SalesforceTutorial #DataCloud #Analytics #BusinessIntelligence #CRM #SalesforceAdmin #SalesforceDeveloper #DataAnalytics #CalculatedInsights #Agentforce #Peoplewoo

Is Setup with Agentforce Ready for Prime Time?

Salesforce keeps pushing AI deeper into the platform. Setup with Agentforce is the latest example. It promises a conversational way for admins to explore setup configurations, get security recommendations, and manage their Org, all without digging through menus.

The pitch is simple. Ask a question in plain language and let Agentforce guide you through the answer, or take action on your behalf. It’s Salesforce’s own alternative to using a tool like Claude to interpret setup screens and suggest changes.

But promise and execution are two different things. I wanted to see how Setup with Agentforce performs in a real production Org, not a demo sandbox. So I activated it in an Org running Foundations, Data Cloud, and Agentforce, and put it to work on two topics every admin cares about right now: security health and MFA compliance.

Is Setup with Agentforce ready to replace manual setup work? Here is what I found.

First, Some Positives About Setup with Agentforce

Setup with Agentforce genuinely cuts down on busywork, at least on paper. Admins can create custom objects, build flows, and design Lightning pages just by asking, instead of digging through layers of Setup menus. The agent panel stays available on every page, so admins get help without losing their spot in whatever they were doing. And when a task gets complex, the conversation can expand into a full agentic view with a canvas that shows record details, list views, and metadata previews side by side.

The design also respects how admins already work, at least in theory. Salesforce built the agent to ask for approval before making changes, so admins are meant to stay in control of their org rather than hand over the keys. Standard SLDS 2 themes carry over automatically too, which means orgs don’t have to sacrifice their existing branding just to turn this feature on. We’ll flag one catch worth watching: Salesforce caps orgs at 500 free Setup agent actions per month, and that limit is contractual rather than technically enforced, so admins need to track their own usage instead of counting on the system to stop them.

How to Activate Setup with Agentforce

Setup with Agentforce requires a permission set that in not readily available in Salesforce Orgs.

If you go to setup home you will see a Setup with Agentforce callout box on top of the page. If you follow that link, you will see that the setup requires for this permission set to be created and assigned.

Here is what you see on the on the Setup with Agentforce configuration page:

Configure Setup with Agentforce

Step 1: Grant Access – Assign the required permissions so you and your team can use Setup with Agentforce. The agent won’t be usable until these permissions are assigned.

Step 2: Agent Availability – Control whether the agent is available for Setup tasks. When enabled, the agent can guide you through tasks or take action for you in Setup. If permissions aren’t assigned, the agent won’t be usable.

Step 3: Enhanced Conversation Recommendations (Optional) – Get more personalized conversation recommendations from Agentforce in Setup by letting us learn from your Salesforce activity. This setting consumes additional Data 360 credits. Learn More in Help

Step 4: Use Setup with Agentforce – Refresh the page, then start a conversation from Setup Home or any Setup page.”

Creating the Permission Set

To create the permission set:

• Go to permission sets under setup
• Create a permission set titled Agentforce with Setup
• Go to System Settings. Edit the System Settings.
• Find “Use Setup with Agentforce” and check the corresponding checkbox.
• Save the permission set and go to manage assignments.
• Add the users who will use the feature and save.

Click here for the link that describes this process on Salesforce Help.

Getting Started with Setup with Agentforce

When you go through the next steps for Setup with Agentforce to be activated, you will see an Agentforce natural language input box on your setup page.

On the very same page there are callouts for the security health assessment of the Org. As most of you know, the new MFA requirements are being rolled out, so there is also a message in the Org about that. I decided to try out the new feature to help with these two topics. Let’s see how it went.

Can Setup with Agentforce Help with Activating Security Features?

I asked: “What is my org’s Security Health check score?”

Agentforce answered: “Your org’s Security Health Check score is 60% (Poor). Would you like to understand how the score is calculated or review your org’s security settings?”

Right below that answer I see Agentforce’s recommendations for a follow up question:

Recommendations
• I would like to understand how the score is calculated.
• Give me my Org security status

I did not ask one of the recommended questions, instead:

I asked: “Give me actions that I need to complete to increase my score. Start with the low hanging fruits.”

Agentforce gave me a list of actions divided by risk categories. So far so good.

I wrote: “Enable Force relogin after Login-As-User. Terminate all of a user’s sessions when admin resets passwords – enable that. Require 1-day password lifetime. Thanks”

Agentforce wrote: “I couldn’t find direct links or documentation for enabling these settings. However, you can navigate to Setup in Salesforce and search for the following settings to enable them:

1. Force relogin after Login-As-User: Look for “Session Settings” in Setup.
2. Terminate all of a user’s sessions when an admin resets passwords: Search for “Session Settings” in Setup.
3. Require a 1-day password lifetime: Search for “Password Policies” in Setup.
Would you like further assistance with these steps?”

I thought: “If Agentforce can not do these things for me what is it’s advantage over Claude, for example?”

Is Setup with Agentforce Sufficient Delivering An MFA Analysis?

I was not satisfied with the outcome of my previous interaction with Agentforce. I decided to try something else.

Security is top of mind for most admins nowadays. Let me ask Agentforce to help with that.

I wrote: “Do I have any view all modify all permissions on any user in this Org?”

Agentforce wrote: “You have both ‘View All Data’ and ‘Modify All Data’ permissions in this org. Let me know if you need further assistance.”

Agentforce also showed me an infocard right below this line displaying my user’s permissions.

I asked: “Just Andy Engin Utkan, or do I have more users with similar elevated access?”

Agentforce responded: “I couldn’t retrieve the list of users with ‘View All Data’ or ‘Modify All Data’ permissions. You might want to refine your query or check permissions manually. Let me know if you’d like assistance with something else!”

I was not satisfied with that answer. I asked: “Do I have any users in this Org logging in without using MFA?”

Agentforce answered:
“Here is the summary of login attempts grouped by status. Let me know if you need further details.
731 login attempts occurred. Here are the login attempts by Status: Success 728 / Multi-factor required 3”

I did not know what to do with that information. I asked: “Do all users in this Org have MFA required setting on?

Agentforce answered: “It seems there are no users without the MFA required setting enabled, or the field to check this setting isn’t available in the User schema. Let me know if you need further assistance.”

I reached another dead end.

Have You Tried Setup with Agentforce?

Setup with Agentforce shows promise, but it’s not ready to replace manual admin work. It can answer surface-level questions and pull basic data. It cannot take meaningful action, dig deeper into complex queries, or replace the judgment an experienced admin brings to security decisions. Every dead end I hit points to the same conclusion. This feature launched before it was fully baked.

That does not mean you should ignore it. Early feedback shapes how Salesforce improves these tools. Test it in your own Org, push it with real questions, and report back what works and what does not. The more admins who do this now, the faster Setup with Agentforce becomes something we can actually rely on.

Drop a comment below with your own experience. Did it help you close security gaps, or did you hit the same walls I did? Let’s compare notes and help Salesforce build something better.

Explore related content:

Headless 360: Build an Agentforce Agent Using Natural Language

Exploring and Setting Up Agentforce Observability

What Is Agentforce Coworker?

Is Setup with Agentforce Ready for Prime Time?

Salesforce keeps pushing AI deeper into the platform. Setup with Agentforce is the latest example. It promises a conversational way for admins to explore setup configurations, get security recommendations, and manage their Org, all without digging through menus.

The pitch is simple. Ask a question in plain language and let Agentforce guide you through the answer, or take action on your behalf. It’s Salesforce’s own alternative to using a tool like Claude to interpret setup screens and suggest changes.

But promise and execution are two different things. I wanted to see how Setup with Agentforce performs in a real production Org, not a demo sandbox. So I activated it in an Org running Foundations, Data Cloud, and Agentforce, and put it to work on two topics every admin cares about right now: security health and MFA compliance.

Is Setup with Agentforce ready to replace manual setup work? Here is what I found.

How to Activate Setup with Agentforce

Setup with Agentforce requires a permission set that in not readily available in Salesforce Orgs.

If you go to setup home you will see a Setup with Agentforce callout box on top of the page. If you follow that link, you will see that the setup requires for this permission set to be created and assigned.

Here is what you see on the on the Setup with Agentforce configuration page:

Configure Setup with Agentforce

Step 1: Grant Access – Assign the required permissions so you and your team can use Setup with Agentforce. The agent won’t be usable until these permissions are assigned.

Step 2: Agent Availability – Control whether the agent is available for Setup tasks. When enabled, the agent can guide you through tasks or take action for you in Setup. If permissions aren’t assigned, the agent won’t be usable.

Step 3: Enhanced Conversation Recommendations (Optional) – Get more personalized conversation recommendations from Agentforce in Setup by letting us learn from your Salesforce activity. This setting consumes additional Data 360 credits. Learn More in Help

Step 4: Use Setup with Agentforce – Refresh the page, then start a conversation from Setup Home or any Setup page.”

Creating the Permission Set

To create the permission set:

• Go to permission sets under setup
• Create a permission set titled Agentforce with Setup
• Go to System Settings. Edit the System Settings.
• Find “Use Setup with Agentforce” and check the corresponding checkbox.
• Save the permission set and go to manage assignments.
• Add the users who will use the feature and save.

Click here for the link that describes this process on Salesforce Help.

Getting Started with Setup with Agentforce

When you go through the next steps for Setup with Agentforce to be activated, you will see an Agentforce natural language input box on your setup page.

On the very same page there are callouts for the security health assessment of the Org. As most of you know, the new MFA requirements are being rolled out, so there is also a message in the Org about that. I decided to try out the new feature to help with these two topics. Let’s see how it went.

Can Setup with Agentforce Help with Activating Security Features?

I asked: “What is my org’s Security Health check score?”

Agentforce answered: “Your org’s Security Health Check score is 60% (Poor). Would you like to understand how the score is calculated or review your org’s security settings?”

Right below that answer I see Agentforce’s recommendations for a follow up question:

Recommendations
• I would like to understand how the score is calculated.
• Give me my Org security status

I did not ask one of the recommended questions, instead:

I asked: “Give me actions that I need to complete to increase my score. Start with the low hanging fruits.”

Agentforce gave me a list of actions divided by risk categories. So far so good.

I wrote: “Enable Force relogin after Login-As-User. Terminate all of a user’s sessions when admin resets passwords – enable that. Require 1-day password lifetime. Thanks”

Agentforce wrote: “I couldn’t find direct links or documentation for enabling these settings. However, you can navigate to Setup in Salesforce and search for the following settings to enable them:

1. Force relogin after Login-As-User: Look for “Session Settings” in Setup.
2. Terminate all of a user’s sessions when an admin resets passwords: Search for “Session Settings” in Setup.
3. Require a 1-day password lifetime: Search for “Password Policies” in Setup.
Would you like further assistance with these steps?”

I thought: “If Agentforce can not do these things for me what is it’s advantage over Claude, for example?”

Is Setup with Agentforce Sufficient Delivering An MFA Analysis?

I was not satisfied with the outcome of my previous interaction with Agentforce. I decided to try something else.

Security is top of mind for most admins nowadays. Let me ask Agentforce to help with that.

I wrote: “Do I have any view all modify all permissions on any user in this Org?”

Agentforce wrote: “You have both ‘View All Data’ and ‘Modify All Data’ permissions in this org. Let me know if you need further assistance.”

Agentforce also showed me an infocard right below this line displaying my user’s permissions.

I asked: “Just Andy Engin Utkan, or do I have more users with similar elevated access?”

Agentforce responded: “I couldn’t retrieve the list of users with ‘View All Data’ or ‘Modify All Data’ permissions. You might want to refine your query or check permissions manually. Let me know if you’d like assistance with something else!”

I was not satisfied with that answer. I asked: “Do I have any users in this Org logging in without using MFA?”

Agentforce answered:
“Here is the summary of login attempts grouped by status. Let me know if you need further details.
731 login attempts occurred. Here are the login attempts by Status: Success 728 / Multi-factor required 3”

I did not know what to do with that information. I asked: “Do all users in this Org have MFA required setting on?

Agentforce answered: “It seems there are no users without the MFA required setting enabled, or the field to check this setting isn’t available in the User schema. Let me know if you need further assistance.”

I reached another dead end.

Have You Tried Setup with Agentforce?

Setup with Agentforce shows promise, but it’s not ready to replace manual admin work. It can answer surface-level questions and pull basic data. It cannot take meaningful action, dig deeper into complex queries, or replace the judgment an experienced admin brings to security decisions. Every dead end I hit points to the same conclusion. This feature launched before it was fully baked.

That does not mean you should ignore it. Early feedback shapes how Salesforce improves these tools. Test it in your own Org, push it with real questions, and report back what works and what does not. The more admins who do this now, the faster Setup with Agentforce becomes something we can actually rely on.

Drop a comment below with your own experience. Did it help you close security gaps, or did you hit the same walls I did? Let’s compare notes and help Salesforce build something better.

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What Is Agentforce Coworker?

RE: https://mastodon.social/@404mediaco/116771587047128062

"The use of Salesforce’s own agentic AI product, called Agentforce, has dramatically decreased across many teams, falling as much as 65 percent recently."📉

#Salesforce #Agentforce

RE: https://mastodon.social/@404mediaco/116771587047128062

"The use of Salesforce’s own agentic AI product, called Agentforce, has dramatically decreased across many teams, falling as much as 65 percent recently."📉

#Salesforce #Agentforce

Slack i sztuczna inteligencja przejmą stery na Mundialu. Tak technologia ogarnie największy turniej w historii

Mistrzostwa Świata FIFA 2026 w piłce nożnej będą wydarzeniem bez precedensu. Po raz pierwszy w historii turniej zostanie rozegrany w aż trzech ogromnych krajach (Meksyku, Kanadzie i Stanach Zjednoczonych), a weźmie w nim udział rekordowa liczba 48 drużyn.

Do tego dochodzą miliony kibiców przemieszczających się między 16 miastami-gospodarzami. Zapanowanie nad takim logistycznym chaosem za pomocą tradycyjnych arkuszy kalkulacyjnych jest po prostu niemal niemożliwe. Tu do gry musi wejść ciężka technologia.

Slack jako centrum dowodzenia

Z pomocą przychodzi Salesforce, który właśnie został Oficjalnym Partnerem Wspierającym turniejów FIFA w 2026 i 2027 roku. Zamiast budować komunikatory i systemy zarządzania od zera, organizatorzy oparli całą cyfrową architekturę wydarzenia na znanej niemal wszystkim korporacjom platformie Slack.

To właśnie Slack stanie się centralnym układem nerwowym Mistrzostw Świata. Połączy on w czasie rzeczywistym personel, wolontariuszy i podwykonawców rozsianych po kilkunastu miastach w Ameryce Północnej. To tam spływać będą dane logistyczne, a procesy zostaną zautomatyzowane tak, by ludzki personel mógł skupić się na rozwiązywaniu fizycznych problemów na stadionach, a nie na przeklepywaniu danych.

AI wchodzi na trybuny

Drugim, równie istotnym elementem tego wdrożenia jest Agentforce 360 – mocne portfolio rozwiązań opartych na sztucznej inteligencji. Salesforce zamierza wykorzystać nadchodzące turnieje (w tym Mistrzostwa Świata Kobiet w Brazylii w 2027 roku) jako globalny poligon doświadczalny dla autonomicznych agentów AI.

Jak to zadziała w praktyce?

• Wsparcie kibiców: zamiast tradycyjnych, frustrujących botów, wirtualni agenci będą na żywo analizować dane turniejowe. Zapewnią milionom kibiców całodobowe, spersonalizowane wsparcie we wszystkich cyfrowych kanałach komunikacji.
• Relacje B2B: ekosystem Salesforce przejmie na siebie komunikację z dostawcami, władzami miast-gospodarzy i oficjalnymi partnerami, automatyzując obieg dokumentów i zarządzanie relacjami.

Technologia w tle wielkich emocji

Współpraca FIFA z Salesforce to doskonały przykład tego, jak bardzo sportowe mega-wydarzenia uzależniły się od zaawansowanego oprogramowania w chmurze. Choć uwaga pięciu miliardów widzów przed telewizorami będzie skupiona wyłącznie na murawie, to właśnie autonomiczne algorytmy i odpowiednio skonfigurowane kanały na Slacku zadecydują o tym, czy ten największy turniej w historii sportu nie zapadnie się pod własnym ciężarem.

„To nie inteligencja, to hipnoza”. Szef Salesforce studzi entuzjazm wokół AGI

6 Key Takeaways from TDX26

The landscape of software development is evolving at breakneck speed. The TDX 2026 main keynote made one thing clear: we have officially entered the agentic revolution. Time after time, we think we found the keys to the big gates of the agentic era, soon to find out we need to pivot yet once again.

Celebrating the 10th anniversary of the event and the broader Trailblazer movement, Salesforce leadership shared a bold new vision for how businesses build applications and operate their workflows. 

The Rise of the Agentic Enterprise with TDX26

Probabilistic AI workflows are fundamentally changing the era of deterministic software, where rigid inputs always yield the exact same outputs. Salesforce’s vision for the future is the Agentic Enterprise, a model where human workers and AI agents collaborate dynamically across every workflow to skyrocket productivity. Real-world impact is already here: Telecom giant Lumen is saving over 300 hours a week with Agentforce, ADP is streamlining HR services, and PenFed Credit Union is successfully handling 75% of its routine IT tasks autonomously.

A standout success story from the keynote was Engine, an agentic-first B2B travel platform. Using Agentforce Builder and Trailhead resources, they built an AI virtual assistant named Eva in just 12 days. I find this timeline hard to believe. Today, Eva manages 50% of their customer support queries. It instantly recalls booking information and frees up human representatives to focus on more complex, high-value problem-solving.

Headless 360: But What Does This Mean?

At the core of this transformation is Salesforce Headless 360, a highly composable system that utilizes Model Context Protocol (MCP) endpoints to function like “Legos” for enterprise developers. Instead of operating in disconnected silos, these systems empower agents to actively reach into diverse data environments and communicate openly. For developers looking to monetize their custom AI innovations, Salesforce also introduced the AgentExchange, supported by a brand-new $50 million investment fund to help Trailblazers build, share, and sell specialized agent skills.

Next-Generation Developer Tools

To empower modern builders, Salesforce showcased an impressive array of groundbreaking tools:

• Agentforce Vibes 2.0: Developers can now seamlessly use the Anthropic and OpenAI SDKs directly within their environments to write, test, and evaluate code agentically. This is the second generation Agentforce Vibes which was originally announced at Dreamforce 2025. Developers are free to choose the AI LLM they prefer when developing on this platform. In a full circle moment, CLI seems to have earned a seat on the center stage. 
• Agent Script: This single, versionable flat file ensures AI agents adhere to strict organizational guardrails. This adds a necessary layer of determinism and trust to how complex tasks are routed. I personally thought Salesforce announced this a while ago.
• Agentforce Experience Layer: In a massive leap for UI development, builders can now define a rich interface component just once and seamlessly deploy it across the web, mobile, Slack, Microsoft Teams, and even ChatGPT. This innovation natively pushes the brand experience directly into the user’s natural flow of work. This is an important announcement and signals a big shift in Salesforce development strategy.

6 Key Takeaways from TDX26

The topics highlighted in this announcement paint a clear picture of where Salesforce’s vision is heading. I also observed the absence of some products and platforms during the announcement.

Here are my takes on the implications of this vision, if it can be successfully delivered:

1. UI: User interface on Salesforce is deprioritized. In the following years, we should expect the tools and products that customize the Salesforce UI to gradually lose their importance. Will we spend hours after hours to refine dynamic page layouts? Probably not.
2. Channels: The new focus is to meet the users where they already are. If they are on Slack, developers will find a way to visualize the data on Slack. If they are on Teams, the users will see the data there.
3. Integrations: Every tool either becomes an MCP (or API) provider or client or both. AI will help developers connect these tools.
4. Salesforce Code/Low-Code: I counted the times Apex or Flow were mentioned in the keynote. Each appeared only once or twice. Instead, the main focus was enabling development using AI and mainstream coding platforms (React got its moment on the center stage). Please read my additional comments in the conclusion section.
5. Data: Data 360 remains in the center stage both as a tool and functionality. Salesforce positions its value as the provider and processor of meaningful data.
6. Hybrid Agents: Salesforce still highlights Agent Script as a deterministic way of processing transactions pointing to challenges in Agent accuracy. Salesforce recommends hybrid approaches between deterministic and probabilistic agents.

Prefer to learn by watching? Here is the exact same information in this post, but in video form. ⬇️

Additional Features and Functionalities

Here is a list of the remaining new features and functionalities announced at the TDX 2026 keynote:

• Agent Exchange & $50M Fund: A new marketplace ecosystem allowing developers to build, share, and monetize specialized agent skills and sub-agents, supported by a newly announced $50 million investment fund.
• Agentforce Labs & “Getting Started”: A new environment for testing cutting-edge AI innovations before they are generally available. The “Getting Started” feature lets developers provision an org, set up Agent Script, and deploy an agent in seconds using a single terminal command.
• Agent Builder: A low-code canvas view designed for business users to build and collaborate on agents using natural language. The latest evolution of the tool that has been around for years.
• Testing Center & A/B Testing API: A dedicated testing experience with custom scores, evaluators, and automated smoke testing to simulate real user scenarios and ensure agents follow guardrails. Salesforce also announced a new A/B Testing API to help continuously improve agent performance.
• Observability Tools (SCDM API & Slackbot Telemetry): A new OpenTelemetry (OTEL) compatible SCDM API provides deep visibility into agents in production. Slackbot natively integrates telemetry. This allows admins to paste a session trace ID and instantly analyze and improve agent interactions within their flow of work.
• Multi-Agent Orchestration (Agent Fabric): Now generally available, this capability uses Mulesoft Fabric (or Agent Fabric) to connect multiple agents within an org, enabling them to collaborate and pass off tasks -such as a service agent flagging an opportunity for a sales agent.
• Agentforce Voice, Mobile SDK, and Enhanced Chat v2: Expanding how users interact with agents, Salesforce launched Agentforce Voice (now actively powering their 1-800-NO-SOFTWARE help line), Enhanced Chat v2 for rich web interfaces, and the Agentforce Mobile SDK for embedding native agent UIs into mobile apps.

Please also note that, with this event, Agent topics have been renamed to subagents.

Conclusion

Ultimately, TDX 2026 highlighted a big shift in Salesforce development strategy. It was one of the boldest events I have seen in terms of setting a new direction for Salesforce’s development vision.

Whether Salesforce can execute effectively against this vision remains to be seen. Regulated industries impose real limits on where Agentforce can be deployed. The shift from user-based to MCP/API consumption-based licensing adds another layer of complexity. The skills gap in the ecosystem remains a challenge as well.

However, if Salesforce is successful, this shift would mean a very different way of working for most of us.

As I mentioned above, Flow and Apex were mentioned only once or twice in the keynote. When the Apex topic came up, the presenter said developers won’t be writing Apex by hand. The Engine demo included Agentforce Vibes writing a React UI. This new rhetoric challenges the importance of Salesforce proprietary code/low-code development platforms. In the next five to ten years, we should see folks questioning the future of Omnistudio, which is essentially a LWC editor, screen flows and even Apex.

It is important to note that we still need experienced and skilled professionals who can test and improve the outputs of these AI-powered development tools. I highly recommend that developers adopt AI-assisted development, and admins adopt higher development skills mastering flows and code to prepare for this future.

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Salesforce's Agentforce AI now handles 50% of customer interactions, leading to job cuts. Learn how it impacts businesses and customers.

#SalesforceAI, #Agentforce, #CustomerService, #AIEffects, #JobCuts

https://newsletter.tf/salesforce-agentforce-ai-handles-customer-chats/

Salesforce's new AI agents are now handling about half of all customer chats. This is a big change from last year.

#SalesforceAI, #Agentforce, #CustomerService, #AIEffects, #JobCuts
https://newsletter.tf/salesforce-agentforce-ai-handles-customer-chats/

Transform Customer Engagement with Agentforce Services

Agentforce services help businesses deliver smarter, faster, and more personalized customer support using AI-powered automation. Improve agent productivity, streamline workflows, and enhance customer experiences with intelligent service solutions designed for modern businesses.

Get in touch: https://achieva.ai/agentforce/

#Agentforce, #AI #Customer #Service, #Automation, #CRM, #Customer #Support, #Digital #Transformation

Transform Customer Engagement with Agentforce Services

Agentforce services help businesses deliver smarter, faster, and more personalized customer support using AI-powered automation. Improve agent productivity, streamline workflows, and enhance customer experiences with intelligent service solutions designed for modern businesses.

Get in touch: https://achieva.ai/agentforce/

#Agentforce, #AI #Customer #Service, #Automation, #CRM, #Customer #Support, #Digital #Transformation

Transform Workflows with Salesforce Agentforce Consulting Services

Move beyond basic automation to AI agents that actually reason and act. Our latest infographic breaks down how Agentforce transforms your Salesforce workflows into a 24/7 engine of productivity and precision.

Check out the infographic to see the Agentic revolution! ⬇️

https://achieva.ai/agentforce/

#Agentforce #SalesforceAI #DigitalTransformation #AchievaAI #AIAgents

🚀 Smarsh just rolled out an AI front‑door built for regulated firms, letting 59% of users go self‑service. Powered by generative AI and Agentforce, it plugs into Salesforce to boost compliance and customer service without heavy IT overhead. Curious how AI agents can streamline regulated industries? Read on! #AIAgents #Agentforce #Compliance #SelfService

🔗 https://aidailypost.com/news/smarsh-launches-ai-front-door-regulated-firms-hits-59-selfservice

🚀 Smarsh just rolled out an AI front‑door built for regulated firms, letting 59% of users go self‑service. Powered by generative AI and Agentforce, it plugs into Salesforce to boost compliance and customer service without heavy IT overhead. Curious how AI agents can streamline regulated industries? Read on! #AIAgents #Agentforce #Compliance #SelfService

🔗 https://aidailypost.com/news/smarsh-launches-ai-front-door-regulated-firms-hits-59-selfservice

Build Smarter, Faster, and More Personalized Customer Experiences with Salesforce Agentforce Development 🚀

Transform your CRM into an intelligent powerhouse by building AI-driven agents directly inside Salesforce. With Agentforce, you can automate workflows, enhance customer interactions, and empower your teams with real-time insights—all within your existing ecosystem.

Read the webpage: https://achieva.ai/agentforce/

#Salesforce #Agentforce #AI #CRM #Automation #DigitalTransformation

https://www.fogolf.com/1163663/liv-golf-debuts-ai-fan-caddie-second-screen-companion/ LIV Golf debuts AI ‘Fan Caddie’ second-screen companion #Agentforce #AIAgents(AgenticAI) #ArtificialIntelligence(ai) #ConversationalAI #CustomerData #DataPlatform #DataVisualisation #DigitalTransformation #DirectToConsumer(D2C) #ECommerce(eCommerce) #FanExperience #GenerativeAI(GenAI) #Golf #GolfNews #Hospitality #Personalisation #PredictiveAnalytics #RealTimeData #Retail #salesforce #Semiconductors #Slack #SportsTechnology(SportsTech) #ticketing

Salesforce pulls back from LLMs, pivots Agentforce to deterministic automation

https://completeaitraining.com/news/salesforce-pulls-back-from-llms-pivots-agentforce-to/

#HackerNews #Salesforce #LLMs #Agentforce #Automation #TechNews

Rebranding Salesforce to Agentforce is perfect if your core demographic is enterprise executives who think 'AI' means their email sidebar got smarter. #Agentforce #AIFlavored 🫠

Salesforce shares dropped 30% amid AI concerns, but Q3 revenue rose 8.6% to $10.26B, and full-year guidance was raised to $41.45–41.55B. Its Agentforce AI platform and acquisitions support long-term growth potential.

#Salesforce #AI #Agentforce #Informatica #SaaS #TechStocks #CloudComputing #RevenueGrowth #MarcBenioff #SoftwareIndustry #TECHi

Read Full Article Here :- https://www.techi.com/salesforce-stock-hits-lowest-valuation-despite/

Authors, lawyer up.

https://www.salesforceben.com/salesforce-faces-lawsuit-from-authors-over-ai-training-data/?utm_source=hs_email&utm_medium=email&utm_content=120329875

#Salesforce #AgentForce

Top 7 Key Takeaways from Salesforce Dreamforce 2025

Salesforce Break reviewed the press releases and sessions coming out of Salesforce Dreamforce 2025, and prepared the ket takeaways in this post, so you don’t have to go thorough all the materials.

The biggest announcements for Salesforce at Dreamforce 2025 were centered on advancing the company’s foundational “Agentic Enterprise” vision through enhanced control, deeper context integration, and widespread collaboration tools.

The announced functionalities were more evolutionary than revolutionary.

Here is the list.

Top 7 Key Dreamforce Takeaways

1. Agentforce 360 Platform, New Agentforce Builder, and Agent Script

The cornerstone announcement was the launch of Agentforce 360, the latest version of the comprehensive platform designed to unify AI, trust, and data capabilities across all Salesforce products. Salesforce has completely reimagined the entire Customer 360 platform as Agentforce 360, ensuring that every app is now “agentic”. This platform emphasizes providing users with more control than ever over their AI systems. To make development accessible to a wider audience, including line-of-business leaders, IT teams, service, and sales teams, a brand new AgentForce Builder was introduced, featuring a radically simplified, clean, and beautiful interface built from the ground up.

This capability is powered by Agent Script, a new scripting language that exposes the reasoning engine and allows users to define deterministic chaining actions and conditional logic. Agent Script unlocks patterns needed for mission-critical use cases, blending fluid agentic reasoning with the certainty of rules-based control in a unified instruction set to ensure agents are predictable and stay “on track,” preventing costly unpredictability. Agent Script can be built at the topic level where previous LLM-based non-deterministic functionality produced unpredictable results.

In addition, Salesforce announced Slack as its future conversational interface. Several sessions demonstrated deeper integrations in action. Another major change of course was the ability to use external LLMs for the Atlas Reasoning Engine. I believe this demonstrates that Salesforce is positioning Agentforce more as an orchestrator and collaborator of agents and AI capabilities rather than competing to become the agent for the enterprise.

2. Agentforce Voice

Agentforce Voice extends the power of the Agentforce platform by allowing agents to talk, bringing AI capabilities directly to contact centers and 800 numbers. Businesses can now configure the voice, tone, and personality of the AI right inside the AgentForce Builder. The goal is to deliver a unified customer experience across all channels, providing a highly human-like and interruptible conversational flow. A critical feature of Agentforce Voice is ensuring a seamless transition when the AI needs to transfer a customer to a human agent; the human representative automatically receives the full transcript and context of the AI conversation, allowing them to pick up the experience precisely where the AI left off. This functionality is available GA October ’25.

3. Intelligent Context Processing (Data 360)

Intelligent Context Processing tackles one of the greatest challenges for AI agents: understanding and utilizing vast amounts of complex, unstructured data. Agents often struggle with content in rich formats, pictures, tables, and existing workflows, the accumulated wisdom of the company. These new tools, built into Data 360, interpret and index this data by analyzing and parsing complex content (such as product manuals containing charts and images). This allows agents to pull in the exact, correct context required to deliver accurate and rich responses at the precise moment it is needed.

Furthermore, Data 360 enhances governance across both structured and unstructured data. Using natural language, administrators can create policies, such as masking internal FedEx employee contact details within agent responses, ensuring the information provided is not only accurate but also appropriate for the customer. It is not clear to us whether this is solely a rename of the product called Data Cloud. It seems that way.

4. Agentforce Vibes

Salesforce launched Agentforce Vibes as a new product that lets trailblazers quickly and easily build apps, dashboards, automations, and flows. Users achieve this via vie coding, which involves providing a simple, natural language description of what they want the platform to build. The core innovation of Agentforce Vibes is its deep contextual understanding; it speaks “the language of the business,” including the organization’s data, relationships, customers, products, and security permissions. This contextual intelligence allows Agentforce Vibes to rapidly translate a descriptive idea into deployable, production-grade Salesforce metadata (such as a screen flow). This drastically reduces development time, saving what could amount to dozens of manual clicks inside a traditional flow builder. This effectively elevates the capabilities of every developer. Interesting tidbits: Developers can develop using the coding language of their choice, and there is a local LWC preview function that will be launched soon.

5. Slackbot

Salesforce unveiled Slackbot as a new personalized, AI-powered companion that boosts productivity directly within Slack. It will launch for General Availability (GA) in January and draws on each user’s unique organizational context, including conversations, files, workflows, and apps. The tool moves users beyond asking simple questions toward achieving complex, tangible outcomes. For example, a user can ask Slackbot to handle a multi-step process with one command. It can review deal status, find compliance files, and draft a customer email in the user’s tone. Slackbot can also create a prep document and calendar invite for key stakeholders automatically. Slackbot will be the home of AI capabilities within Slack, even for customers who don’t use Salesforce.

6. Support for Third-Party Agents in Slack (AgentExchange)

Salesforce affirmed its vision of Slack becoming the “home for all AI” by announcing support for all third-party AI agents, such as ChatGPT, Claude and Gemini. This transformation positions Slack as an agentic operating system where external agents can exist as collaborative “teammates” alongside human employees. To ensure these external agents can perform sophisticated reasoning, they are grounded in the company’s real-time knowledge and context via a real-time search API and an MCP server. This initiative allows Salesforce agents to work in conjunction with agents from other platforms. This coupled with the AI-assisted enterprise search capabilities of Slack empowers Slack admins and users to be more productive.

7. Agentforce Observability

Agentforce Observability was introduced to help monitor and scale digital work in the new agentic enterprise era. It serves as one control center for managers to monitor and improve agent team performance. The tool gives leaders visibility into KPIs like escalation and deflection rates using Tableau Next analytics.

Most importantly, it features Agent Insights, which acts as a performance review by scoring every single agent session. This scoring helps managers find and analyze poor-performing conversations to uncover root causes like process issues. It enables tuning of agent prompts and behaviors for consistent results. This management layer is essential since prompts and loops alone aren’t enough.

This was a major pain point with the clients. I am happy Salesforce is addressing it with this new functionality that will be available for most clients.

Conclusion

I personally found the announcements more evolutionary than revolutionary. It was not a strong Dreamforce in terms of new functionalities covered.

Adoption challenges and cleanup are still needed to make current products appealing. These announcements mark real progress for Salesforce.

[youtube https://www.youtube.com/watch?v=_S18LAXcBYQ?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent&w=640&h=360]

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Slack transforms into an agentic OS as ChatGPT joins the workspace

https://web.brid.gy/r/https://nerds.xyz/2025/10/slack-agentic-os-chatgpt/