Getting Started With Agentforce for Free: A Step-by-Step Guide

In today’s fast-paced business environment, leveraging AI-powered automation can be a game-changer. Agentforce is Salesforce’s cutting-edge digital labor platform that helps businesses streamline workflows, enhance productivity, and improve customer interactions—all with the power of AI-driven agents.

As you begin your journey with Agentforce, the free Foundations add-on serves as the perfect starting point. It provides essential sales, service, marketing, and commerce features, giving you a comprehensive 360-degree view of your customers. The best part? You can start using Agentforce for free with the Foundations add-on, included in Sales or Service Cloud Enterprise Edition and above. In this guide, we’ll walk you through everything you need to know to activate and start using Agentforce at no cost. Let’s dive in!

Step 1: Sign Up for Foundations

If you’re new to Salesforce CRM, you’ll need to sign up for an account. After purchasing Enterprise Edition or higher, you’ll gain access to Agentforce through the Foundations add-on. Both new and existing Salesforce customers can activate the Foundations add-on for free, enabling them to manage sales processes without any upfront costs. It’s a great opportunity to explore the platform and experience its benefits firsthand.

Activate Foundations in your account for Free

• Log into your Salesforce account
• Go to “Set Up” and select “Salesforce Foundations”
• Click on "Add to my Contract"
• Add Salesforce Foundations products to your cart
• Check out and head back to “Set Up” to start using Foundations

Step 2: Enable Agentforce

1. Go to Setup page & In the Setup Quick Find, search for and select Einstein Setup.
2. Click the Turn on Einstein toggle, and make sure Einstein is On.
3. Refresh your browser to reload Setup.
4. In the Setup Quick Find, search for and select Agents.
5. Click the Agentforce toggle, and ensure it is set to On.

That's it! Now you have activated the Agentforce. From there, get ready to explore a world of possibilities, boost productivity and transform your workflows!

Step 3: Connect your Data

The final step is to connect your existing CRM data to Agentforce. This integration unlocks the platform’s full potential, providing a seamless and efficient business management solution. As you get started, track your progress and usage to pinpoint areas where an upgrade could add value in the future. This proactive approach will help you make strategic decisions and scale your business effectively.

By integrating your data strategically and optimizing your workflow, Agentforce becomes more than just a CRM—it becomes a growth engine that enhances client relationships, boosts efficiency, and drives long-term success.

Summary

Agentforce is a powerful, AI-driven support tool designed to streamline customer service operations. By setting up the Foundations add-on for free, businesses can explore its features and optimize their workflows without upfront costs. Whether you're a new or existing Salesforce user, following the setup and integration steps in this guide will help you maximize the benefits of Agentforce.

If you need additional help setting up or customizing Agentforce, consider consulting our Certified Salesforce Consultants. We can assist with advanced configurations, data migrations, and optimizing automation workflows to fit your specific business needs.