Understanding the Issue
When clients hit this issue, it is often due to the Einstein setup not being enabled or the Agentforce toggle not being turned on.
The root cause of this issue is the lack of Einstein setup and Agentforce configuration. Einstein needs to be enabled and the Agentforce toggle needs to be turned on for Agentforce to be visible.
Step-by-Step Solution
To resolve this issue, follow these steps:
- In the upper right corner, click Setup and click Setup. The Setup page opens in a new tab.
- In the Quick Find box, enter Einstein Setup, then click Einstein Setup.
- Verify the Turn on Einstein toggle is set to the On position. If it is already on, then toggle it Off and then back On again.
- Refresh your browser window. This reveals new admin settings now that Einstein is enabled.
- In the Quick Find box, enter Agentforce Agents, then click Agentforce Agents.
- At the top of the Agentforce Agents page, click the Agentforce toggle, and ensure it is set to On.
Additional Resources
For more information on setting up Agentforce, refer to the Salesforce help article.
Checklist
- Enable Einstein in the setup page
- Turn on the Agentforce toggle
- Refresh the browser window
- Verify Agentforce Agents page
- Ensure Agentforce toggle is set to On
- Refer to Salesforce help article for more information
Frequently Asked Questions
What is Einstein and how does it relate to Agentforce?
Einstein is a Salesforce feature that enables AI-powered capabilities, including Agentforce. Enabling Einstein is necessary for Agentforce to function.
Why is the Agentforce toggle not visible?
The Agentforce toggle may not be visible if Einstein is not enabled or if the Agentforce Agents page is not accessed correctly.
How do I know if Agentforce is set up correctly?
You can verify that Agentforce is set up correctly by checking the Agentforce Agents page and ensuring that the Agentforce toggle is set to On.
What if I am still having issues with Agentforce after following these steps?
If you are still having issues with Agentforce after following these steps, refer to the Salesforce help article or contact Salesforce support for further assistance.
Need help shipping this in production?
Genetrix builds and untangles Salesforce Marketing Cloud and Agentforce setups for teams that want it done right the first time. If anything in this post sounds familiar, talk to us before it ships.
