Exploring Salesforce AI Features: How to Enable Setup with Agentforce

If you found this video helpful, please 🙏 give it a LIKE! 💙 Subscribe for more Salesforce tutorials. Become a member and help support our channel: https://www.youtube.com/channel/UCVky1Vu3apvf35uAqe_Vq5A/join Setup with Agentforce brings generative AI directly into Salesforce Setup, giving admins a faster, more intuitive way to configure and manage their org. In this video, you will learn exactly what you need to get started and see the feature in action. We will walk through the free SKUs you need in your org, the permissions required for users and the exact steps to enable Setup with Agentforce. You will learn: • Which free Salesforce SKUs and features are required for Setup with Agentforce • What permissions and profiles are needed to use it • How to enable Setup with Agentforce step by step By the end of this video, you will have a complete checklist to get Setup with Agentforce running and a clear understanding of how to use it in your day-to-day Salesforce administration work. Blu Ninjas Article: https://bluninjas.com/how-tos/salesforce-ai-features-setup-with-agentforce/ Exploring Salesforce AI Features: What can Setup with Agentforce Do?: https://youtu.be/BVZm7DG_jms Salesforce Resources: Configure Setup with Agentforce (Beta): https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_configuration.htm&type=5 Streamline Administrative Tasks with Setup with Agentforce (Beta) https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_beta.htm&release=260&type=5 Connect Teams and Data with Salesforce Foundations https://admin.salesforce.com/blog/2024/connect-teams-data-salesforce-foundations CHAPTERS: --------------------------------------------------- 0:00 Intro 0:11 Requirements to Use Agentforce 1:05 Your Account App Permissions Needed 1:50 Purchase 4 SKUs 2:41 Example of Overage Fees in Quote 3:48 Assign Data Cloud Permissions 5:15 Setup Data Cloud Instance in Sandbox 6:26 Turn on Einstein in Einstein Setup 6:44 Enable Agentforce in Agentforce Agents 7:02 Permissions Needed for Setup for Agentforce 8:57 Create User Setup with Agentforce Permission Set 9:38 Turn on Setup with Agentforce 10:32 Consumption Card Dashboard 12:00 Wrap-up All Music on Epidemic Sound: Song: Secret Handshake By: Tigerblood Jewel Song: Yhello By: Lofive Song: Temple of Runha By: ELFL Song: Born in the 90's (Instrumental Version) By: Ameryh Song: Midnight Rider By: The Big Let Down About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 14 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity. Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 9 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem. Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about. Follow us on LinkedIn and check out our website for other how to articles: LinkedIn: https://www.linkedin.com/in/fernandescheryl/ Blu Tiger Academy on LinkedIn: https://www.linkedin.com/company/blu-tiger-academy Blu Ninjas on LinkedIn: https://www.linkedin.com/company/blu-ninjas/ Blu Ninjas How To's: https://bluninjas.com/how-tos/ #salesforce #salesforceadmin #salesforceohana #salesforceflow #salesoperations #salesforcedeveloper #salesforcetutorial #salesforce