How to Setup Agentforce Coworker: A New Search Experience for Salesforce
Summary
Agentforce Coworker introduces a new AI-powered conversational interface directly integrated into Salesforce Global Search, enabling users to ask natural language questions and get actionable insights across their CRM and connected enterprise data. It addresses the productivity drain caused by juggling multiple apps by embedding AI that understands company-specific context, allowing faster risk detection, account preparation, and decision making within Salesforce. The article shows admins how to enable the feature with proper permissions, configure data sources, manage users, and opt into the beta end-user experience. After setup, users can interact with AI to summarize accounts, find high-value opportunities, and review notes, all from a streamlined search bar. Optional configurations provide flexibility in expanding searchable data and customizing search behavior.
Takeaways
- Assign the Agentforce Coworker Admin permission set to enable feature activation.
- Use Salesforce Setup to turn on and configure Agentforce Coworker and data spaces.
- Opt into the Beta for end users to access the AI-powered Ask button and new search UI.
- Assign users the Agentforce Coworker User permission set group for access rights.
- Optionally add and configure additional data sources through Data 360 and Search Manager.
The future of work is stuck in a paradox. Despite the promise of AI, employees still spend their days bouncing between dozens of apps, hunting for answers. In fact, the average worker toggles between tools 1,200 times a day , breaking focus and draining productivity with every click. The problem isn’t AI. It’s context. Public AI is an outsider; it doesn’t understand your customer data, your approval paths, or your history. But the opportunity is an AI built inside your company, already connected to your workflows. No wiring. No re-explaining. Just answers from day one. What if your Salesforce global search bar was that connection? What if, instead of keywords, you could ask: “Which of my accounts have an upcoming renewal but haven’t been contacted in 30 days?” This is no longer a what if.d Agentforce Coworker is now in Beta , and here is how you get it up and running.