Give Users Access to Create and Update Records with Agentforce Coworker

The Agent Actions toggle controls whether users can create or update records with Agentforce Coworker. Turn it on for a data source to give users this access. Turn it off to remove their access.

REQUIRED EDITIONS, ROLES, AND PERMISSIONS
Available in:	Enterprise, Unlimited, and Agentforce 1 Editions
To turn on, configure, or grant access to Agentforce Coworker:	Salesforce Admin Role, Agentforce Coworker Admin Permission Set

Currently, Agentforce Coworker can update or modify only Salesforce CRM records.

Note

In Agentforce Coworker Setup, find the source row in the Add Existing Data table.
Find the Agent Actions column.
- To permit users to create or modify records with Agentforce Coworker, switch the toggle on so the check mark appears.
- To restrict users from creating or modifying records with Agentforce Coworker, switch the toggle off.

Considerations for Creating and Updating Records with Agentforce Coworker

Agentforce Coworker creates and modifies records using the current user’s permissions, but doesn’t check those permissions until the user confirms the action. If permissions are insufficient, the create or update fails.
A user can create or update up to 15 records in a single command.