How to Enable Agentforce in Your Salesforce Org
To enable Agentforce in your Salesforce org, turn on Einstein in Einstein Setup, switch on the Agentforce toggle under Agentforce Agents, then activate the Agentforce (Default) agent in Builder. If the Agentforce icon or settings are missing from your org, it’s usually because one of these setup steps is incomplete. This guide walks through the exact process, with screenshots, so Agentforce appears properly in your Salesforce environment.
What Is Agentforce?
Agentforce is Salesforce’s AI-powered assistant designed to enhance productivity with generative AI capabilities. It helps automate tasks, answer queries, and deliver insights, all within your Salesforce workspace.
Before using it, you must ensure that Einstein Generative AI is activated, since Agentforce runs on top of that foundation.
How Do You Enable Agentforce in Salesforce?
Follow these steps carefully to enable Agentforce in your Salesforce org:
Step 1: Open Setup
- Log in to your Salesforce org.
- Click the Setup (⚙️) icon in the top-right corner.
Step 2: Enable Einstein Generative AI
- In the Quick Find box, type Einstein Setup.
- Click Einstein Setup.
- Turn ON the toggle for "Turn on Einstein".
- This activates the generative AI foundation required for Agentforce.
- Once done, refresh your browser.
Step 3: Enable Agentforce
- Go back to Setup and in the Quick Find box, search for Agentforce Agents.
- Open Agentforce Agents.
- At the top, turn ON the Agentforce toggle.
✅ You should now see the Agentforce icon in your top navigation bar!
Step 4: Activate the Agent
- Scroll to the bottom, and you should see an agent named Agentforce (Default) in the agent list.
- Click Open in Builder.
- Click the Activate button.
- Your agent is now ready to use.
If you are unable to see the Agentforce Agent icon at the top after implementing the above configuration, follow the steps below:
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- Clear browser cache or perform a hard refresh (Ctrl + Shift + R).
- Sometimes, cached data prevents new settings from appearing.
Use Case: Summarize and Manage Salesforce Opportunities with Agentforce
Agentforce acts as your intelligent Salesforce assistant, allowing you to interact with your CRM data using simple natural language commands.
For example, when viewing an Opportunity record, you can use the Agentforce chat panel to perform common actions without manual clicks or navigation.
Example Use Case:
When a sales representative opens an opportunity record, they can chat with Agentforce to quickly get updates or make changes.
Sample interactions:
“Summarize this opportunity.”
→ Agentforce instantly provides a short summary of the key details like deal stage, amount, close date, and recent activities.
“Retrieve the activity timeline for this.”
→ Agentforce fetches all recent interactions, calls, emails, meetings, giving the rep a clear view of the engagement history.
“Update fields on this opportunity.”
→ Users can update opportunity fields directly from the chat, for example:
“Update the stage to Proposal/Price Quote” or “Change the close date to next Friday.”
Why This Is Useful
This feature saves time by eliminating the need to manually search or edit records. Sales reps can focus on conversations and deal progress while Agentforce handles CRM updates through AI-driven automation.
💡 Final Thoughts
You can easily enable Agentforce in your Salesforce org and start using AI-powered assistance to boost productivity. Once active, you’ll notice a dedicated Agentforce icon in your navigation bar, ready to help with tasks, insights, and automation.
If you’re still facing issues after completing all steps, verify permissions and org settings or consider reaching out to your Salesforce admin.
Frequently Asked Questions
Why is the Agentforce icon not showing in my Salesforce org?
It is usually because a setup step is incomplete: Einstein is not turned on in Einstein Setup, or the Agentforce toggle and the Agentforce (Default) Agent toggle under Agentforce Agents are still off. If everything is enabled and the icon still does not appear, clear your browser cache or do a hard refresh (Ctrl + Shift + R), since cached data can prevent new settings from appearing.
Do I need to enable Einstein before Agentforce?
Yes. Agentforce runs on top of Einstein Generative AI, so you must turn on the "Turn on Einstein" toggle in Einstein Setup first, then refresh your browser before enabling Agentforce.
How do I activate the default Agentforce agent?
In Setup, open Agentforce Agents and scroll to the agent list at the bottom. Find the agent named Agentforce (Default), click Open in Builder, then click the Activate button.
What can Agentforce do on an Opportunity record?
From the chat panel you can ask it to summarize the opportunity (deal stage, amount, close date, recent activities), retrieve the activity timeline of calls, emails, and meetings, or update fields directly, for example changing the stage or the close date.
Ready to take Agentforce further? Enabling it in your org is just step one. Phenoble's Agentforce implementation team builds fully customised agents, from SDR bots to service assistants, with the Apex actions, Data Cloud connections, and topic guardrails your business needs. Book a free audit →
