Navigate the Agentforce Coworker Experience (Beta)
Use Agentforce Coworker to search across your Salesforce CRM data and connected external sources. Enter a query in the search bar to get AI-generated answers and summaries, or standard search results organized by relevance.
| REQUIRED EDITIONS | |
|---|---|
| Available in: | Enterprise, Unlimited, and Agentforce 1 Editions |
| USER ROLE NEEDED | |
| To configure Agentforce Coworker: | Salesforce Admin |
| USER PERMISSIONS NEEDED | |
| To use Agentforce Coworker: | Agentforce Coworker User Permission Set, Agentforce Coworker Permission Set License |
| To configure Agentforce Coworker: | Agentforce Coworker Admin Permission Set, Agentforce Coworker Setup Permission Set License |
- Enter your criteria in the search bar. The first time you use Agentforce Coworker, you’re in Standard Search and must opt in via the message that appears.
- To switch between Agentforce Coworker and Standard Search later, click the link under your search bar.
- Select how to get your results.
- a. To view search results, click Enter or the magnifying glass.
- b. To get results along with suggestions for your next search, click the Ask button. You can add your search criteria in a conversational way after clicking the Ask button and entering Ask mode.
You won’t see the Ask button in Agentforce Coworker on the Salesforce mobile app.
- In your toolbar, find the new tab titled either “Search: Your Search Criteria” or “Ask: Your Search Criteria.” Navigate away from your results as needed. To return, click the tab in the toolbar. To close the tab, click X.
You won’t see tabs for your searches in Agentforce Coworker on the Salesforce mobile app.
- View your results.
- a. Search mode: Under the search bar, find a quick summary of the search results. Under the summary, click the sources for each of the search results to view their full details. The results are organized by relevance. Search results can show snippets and highlighted information from the source, but this is available only when supported by the data source and object type.
- b. Ask mode: Under the search bar, there’s a detailed overview of the answer and recommendations of steps to take next.
