How to Setup Agentforce Coworker: A New Search Experience for Salesforce

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.” Agentforce Coworker is now in Beta, and here is how you get it up and running.

What is Agentforce Coworker?

Agentforce Coworker lets you converse with your CRM in plain language directly from Salesforce Global Search. Ask it anything: get summaries, surface insights, or take action. It’s connected to all your enterprise data and agents from your very first prompt because it’s powered by Agentforce and Data 360! No more digging across tools. Agentforce Coworker helps you save time on account prep, uncover risks faster, and get to the next step in seconds right inside your CRM.

With Agentforce Coworker turned on you get:

1. Ask button – conversational, multi-turn AI mode
2. Global Search Bar – a new AI-powered search results experience

But how do you turn it on? It takes less than 10 min. Let’s cover that next.

Turn on Agentforce Coworker

To get the power of Agentforce Coworker you must first make sure you have the right permission set and permission set license in addition to being a Salesforce System Administrator. Go to your user profile and make sure you assign yourself the permission set Agentforce Coworker Admin, which automatically adds the needed permission set license.

Once you have the right permissions you can head to Salesforce Setup and in the quick find search for “Agentforce Coworker” and select “Get started with Agentforce Coworker”. You should now land on a page like below.

You need to click “Get Started” in order to turn on Agentforce Coworker. When clicked you will have the ability to see and click “Turn On”. If you are missing any pre-requisites a warning will appear that will guide you to what steps you need to complete before you are ready to turn on the feature.

Note: If you are using multiple data spaces and want to use a different data space than the default one, you must select this in the “Set Up Data Space” from the menu under “Agentforce Coworker”.

Once you are ready to “Turn On” and click the button a new window will appear that prompts you to confirm the action and disclaimer. If you are okay with that go ahead and click “Confirm”.

When you turn on Agentforce Coworker some automation steps are triggered that will ensure the right assets (DMOs, Agent, Permission Set Group etc.) are created in the defined data space. This can take a little while to complete and you can follow the process by the check marks next to the steps.

Note: If anything doesn’t complete according to plan you have the option to “try again” and the automation steps will rerun.

Once all the automation steps have completed you will be able to see a check mark for each of the steps and a green “On” label in the top right corner.

Manage Data

By default you have access to search CRM objects and you’ll notice that “Salesforce” is already enabled for search and cannot be removed. Additionally, you will see that a data source called “Unassigned”; any Data 360 data you enable for search but that has not been added to a data source through the Add Data Source step, will appear in the “Unassigned” data source.

You can make more data searchable if you desire, however, this is an optional step we will cover later.

Turn on End User Experience

The Agentforce Coworker end user experience is in Beta, so in order to provide access to the new search experience as well as the new Ask button you must opt in to the Beta.

To opt in to the Beta click on “Manage” to the left, which will open up a new window where you must accept the terms and conditions.

Once the check box is checked and you click Turn On, you are almost ready to start using Agentforce Coworker. Note that the page has been updated with opt in details.

Note: You can opt out of the Beta at any time by clicking the Manage link and Turn Off the end user experience.

Manage Users

The final step to complete is to make sure to provide users permission to use Agentforce Coworker. You can use the simplified assignment flow from the setup page to assign users the correct permission set group or of course the standard ways to assign permissions in Salesforce.

If you click the Manage link a window will open up where you can select the users you want to grant permission and thereafter click Assign.

To get permission to use Agentforce Coworker a user must have the permission set group Agentforce Coworker User, which includes access to the Agentforce Coworker system setting, the agent, access to the default data space and of course indirectly the permission set license.

Note: The permission set group can be modified in case you want to add access to other agents or are using a custom data space for the Agentforce Coworker assets.

Now your setup is complete, so why not try it out? Click the Ask button and start asking away… Here are three queries to try right now:

1. Summarize the [Account Name] account.
2. Show me all open opportunities over $50k closing this month.
3. What are the latest notes from my meetings with [Contact Name]?

Optional Setup

Agentforce Coworker can be customized further than what we have covered so far, however the steps below are optional and is not necessary to get up and running quickly.

Add Data

In the Manage Data section there is a “Add Data Source” link in the top right, where you can add any data you may already have available in Data 360 DMOs.

The flow allows you to add data source to Agentforce Coworker either via preconfigured settings (Google Drive, SharePoint and Slack) or any DMO available in Data 360. Regardless of the data source, a data steward would need to ensure that the data is already connected and ingested in Data 360 before you can enable it for search.

Note: Slack is not ingested to Data 360, it is federated based on the Slack Authentication you can setup in Salesforce. Thus the Slack Authentication step must be completed to add it as a data source.

In the next step you need to select the DMO(s) you want to include in the data source (a grouping the end user will see). You can select one or many DMOs, whatever you want to include in the search and has a logical grouping.

Next, you need to define the search metadata – which fields should be searchable and how should search results display (title, supporting field and url field) for each selected DMO. If you select any of the preconfigured DMOs we will have completed this step for you.

Finally, you need to give the data source a name. Remember this is the name that end users will see in the search experience.

Search Manager

Another optional step is to customize search further in Search Manager including:

1. Customize layout of the DMOs
2. Enable additional DMOs for search
3. Create query configurations to manage channel specific search experiences.

Who can use it

The following editions have access to Agentforce Coworker and can turn it on today:

1. A1E & A4X: Included with no extra cost and unlimited searches.
2. Foundations Flex: Every search is AF/D360 consumption.

Note: If you ingest third-party data, standard Data 360 consumption applies for data processing

Let us know what you think

Getting a feature this powerful to run this smoothly doesn’t happen by accident. A huge thank you to the entire Agentforce Coworker team for bringing this vision to life. I especially want to shout out the Enablement Team, who worked tirelessly to ensure that “flipping the switch” is as easy as possible for Admins.

Now that you see how simple it is to get started, we are eager to hear your thoughts! Have you turned it on yet? What would you like to see next?

Let us know in the comments below!

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