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
USER ROLES NEEDED
To configure Agentforce Coworker:Salesforce Admin
USER PERMISSIONS NEEDED
To configure Agentforce Coworker:Agentforce Coworker Admin Permission Set and Agentforce Coworker Setup Permission Set License

Before turning on Agentforce Coworker, confirm these requirements:

Image of the Agentforce Coworker setup page

  1. Give yourself the permission sets listed in the User Permissions Needed table.
  2. From Setup, in the Quick Find box, enter Agentforce Coworker.
  3. Select Get Started with Agentforce Coworker.
  4. Click Turn On.
  5. When the Turn on Agentforce Coworker window appears, select Confirm.
  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.
  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.