There are a number of different steps for setting up the agent. Although, there is no requirement to use code (such as Apex) you do need to be a Salesforce Admin to perform most steps.
Set up an AI agent
Last updated March 3, 2026
There are a number of different steps for setting up the agent. Although, there is no requirement to use code (such as Apex) you do need to be a Salesforce Admin to perform most steps.