Understanding the Issue

When teams running Agentforce hit this issue, it is often due to the Default Agent being enabled for all users, which overrides the standard action bar in the Salesforce Mobile App.

This can cause confusion for users who do not have access to the Agent, as they will see the Agent icon in the action bar.

Root Cause of the Issue

The root cause of this issue is the Default Agent being enabled for all users, which is a configuration setting in the Agentforce setup.

Resolving the Issue

To resolve this issue, the community member had already tried removing the Agentforce Default Permission and deactivating the Agent, but these steps did not resolve the issue.

The correct steps to resolve this issue are to edit the navigation menu in the Salesforce Mobile App configuration and remove the Default Agent from the navigation menu.

By removing the Default Agent from the navigation menu, the standard action bar will be restored for users who do not have access to the Agent.

Step-by-Step Solution

Salesforce Mobile App configuration

1. Go to the Salesforce Mobile App configuration
2. Edit the navigation menu
3. Remove the Default Agent from the navigation menu

Heads up: Make sure to test the changes in a sandbox environment before deploying to production.

Checklist for Resolving the Issue

• Remove the Default Agent from the navigation menu in the Salesforce Mobile App configuration
• Test the changes in a sandbox environment
• Deploy the changes to production
• Verify that the standard action bar is restored for users who do not have access to the Agent
• Monitor user feedback and adjust the configuration as needed

Frequently Asked Questions

What is the Default Agent in Agentforce?

The Default Agent is a configuration setting in Agentforce that enables the Agent icon to be displayed in the action bar for all users.

How do I remove the Default Agent from the navigation menu?

To remove the Default Agent from the navigation menu, go to the Salesforce Mobile App configuration, edit the navigation menu, and remove the Default Agent from the menu.

What are the implications of removing the Default Agent?

Removing the Default Agent will restore the standard action bar for users who do not have access to the Agent, but may also affect the functionality of the Agent for users who do have access.

How do I test the changes in a sandbox environment?

To test the changes in a sandbox environment, create a sandbox copy of your production org, make the changes to the navigation menu, and test the functionality of the Agent and the standard action bar.