Turn On Agentforce Coworker (Beta)

Agentforce Coworker setup is largely automated. The steps can take a few minutes to process. If you missed any pre-enablement steps, a warning appears on the setup page with instructions for completing the remaining steps, and you can’t activate Agentforce Coworker until the steps are complete.

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

Before turning on Agentforce Coworker, complete the following steps.

Image of the Agentforce Coworker setup page

  1. Make sure you have the role and permission set group needed to turn on Agentforce Coworker. See table above.
  2. From Setup, in the Quick Find box, enter Agentforce Coworker.
  3. (Optional) To use Agentforce Coworker in a non-default data space, click Set Up Data Space (side panel) and choose a data space from the dropdown.
  4. Select Get Started with Agentforce Coworker (side panel).
  5. Click Turn On.
  6. When the Turn on Agentforce Coworker window appears, select Confirm.

Enabling Agentforce Coworker automatically enables Einstein. To use generative AI features, keep Einstein enabled.
  1. In the Turn on End User Experience (Optional) section, click Manage.
  2. In the Turn On Global Search Bar (Beta) window, review the disclaimers.
  3. Check the consent box to confirm you have read and agreed to the terms.
  4. Click Turn On.

You can grant access from the main Setup menu by assigning users the Access_Ai_Search (API Name) Permission Set Group, but Salesforce recommends using the Manage Users section of Agentforce Coworker Setup instead.
  1. In the Manage Users section, select Manage.
  2. When the Assign Permission Groups to Users window appears, select the users to grant access.
  3. Click Assign.
  4. Click Done.