What Agentforce is and where things live

• Salesforce is a CRM: the system where your company keeps accounts (companies), contacts (people), and opportunities (deals). Each one is a record, a page of fields like Name, Stage and Amount.
• Agentforce is the AI built into Salesforce. An agent is an AI helper that reads your request, runs actions such as Summarize Record or Draft or Revise Email, and replies.
• Click the Agentforce icon to open the Agentforce panel next to the page you're on. If you have access to more than one agent, pick the one you need. In the Salesforce mobile app, type in the Ask Agentforce box at the bottom.
• Move around with the navigation bar, which shows the tabs of the app you're in, and the App Launcher, where you can Search apps and items.
• You don't sign up for Agentforce yourself. It's part of your company's Salesforce, and it appears once an admin turns on an agent for you. It runs as you, so it sees only the records your role allows.