Hello, Awesome Admins! I’m excited to tell you about how we’re improving Setup with the power of Agentforce (pilot at Dreamforce). This will make your life easier by helping with key tasks like managing users, creating objects and fields, troubleshooting user access issues, summarizing Help & Training, and navigating you to the right Setup page for a given task. Instead of hunting to find what you need in Setup, we’re bringing Setup to you!
Over the last two years, we’ve made improvements to the user access area in Setup by introducing summaries on user, permission sets, permission set groups, public groups, and object access. But that’s not nearly enough. We all know that admins are asked to do more than ever before. You’re responsible for configuring new features, creating customizations, maintaining the security of your orgs, and countless other tasks.
You’ve stood up in multiple True to the Core sessions to tell us Setup in its current state isn’t acceptable. It isn’t accessible, and it takes too many clicks and different interfaces to get a task done. It’s hard to figure out where to go and learn what to do when you get there. We’ve heard you—and now we’re fixing it!
So, how do we tackle fixing all of Setup and delivering the features you’ve been requesting for ages? The answer is Agentforce, which includes both an Agentforce agent and a refreshed Setup Home and tabbed conversational interface. In the pilot release, we’re delivering more than 30 Jobs to Be Done that you do frequently for user management, troubleshooting, custom object and field creation, and more! Agentforce can even navigate you directly to the Setup page you need, recommend next steps to take, and pull in Salesforce Help content. Our goal is to reduce clicks and help you make good decisions based on your task.
Read on to learn more about this new agent-driven experience and how it will help supercharge your productivity.
Setup, now powered by Agentforce, is here to boost your productivity by simplifying tasks and reducing repetitive work. We all know that getting work done in Setup often means countless clicks across many pages. But now, there’s a better way to get things done. You can work with Agentforce directly in your flow of work to complete tasks more easily and get recommendations grounded in Salesforce Admin best practices.
First, let’s start out on our new and improved Setup Home. In Winter ’26, we redesigned Setup Home and enhanced it with dedicated tiles from Salesforce Go and more. Agentforce upgrades the Setup Home page further by adding a collapsible sidebar, org health and usage metrics, and (best of all) a prompt bar for working with the Setup agent.
Using Setup with Agentforce is easy. Simply use natural language to ask a question or make a request; for example, “Does Emily White have access to accounts?”
When there’s detailed information to display or changes to visualize, the experience opens to display list views, record details, and other cards. To help you further, the agent recommends next steps or relevant Setup pages that it can take you to.
Setup with Agentforce is currently in a limited closed pilot. If you would like to be considered for the pilot, please fill out this form. We’re aiming to open it up more widely as a beta feature beginning in December 2025. Look out for announcements on when you can start using it!
Now that Setup is powered by Agentforce, we can help with many of your everyday Setup tasks. We’re starting with the most commonly completed tasks and most visited Setup pages. Here’s a look at just some of its current capabilities, with more to come in the future.
At Salesforce, Trust is our #1 value. We know that keeping your org and information secure is a top concern for all of you. Agentforce is integrated with the Einstein Trust Layer, which is a secure AI architecture natively built into Salesforce.
When working with Agentforce in Setup, you’re always in control. The agent always seeks your confirmation before taking action, giving you the choice to approve the changes or hit pause for modifications. Plus, it only assists with tasks for which the requestor has the correct permissions. And finally, you can keep track of every change in the Setup Audit Trail.
We’re hoping to get all of you using Setup with Agentforce soon! I think you’re going to be so impressed by what it can do and how much time it saves you.
Whether you’re attending Dreamforce in person or watching from home, you can learn more about Setup with Agentforce at the Admin Keynote and these sessions, some of which will be available on Salesforce+.
You can also stop by the Admin Meadow to experience Setup with Agentforce for yourself.
Thank you to Dana Holloway (Lead Technical Writer) for her collaboration on this article and thank you to all of my colleagues who helped make this happen. There are too many to name, but a special shout out to Laurent Kubaski and Elizabeth Martin for all of your work on this.
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