The Agentforce On-by-Default Checklist
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Checklist The Agentforce Checks
Mathew PaquetAI Agents · Checklist

The Agentforce On-by-Default Checklist

Four checks to run now that Salesforce has switched on the tools to build AI agents: who can build, whose login an agent borrows, who owns the meter, and what's wired to the switch.

4 min
3 checks
2 copy-ready templates
10 sources cited

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I'm the CEO of myMarketing and Ryv AI, and I make a video every day on what new AI changes for marketers and founders. Every resource here is built from those videos and fact-checked.

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What Salesforce actually switched onThe release note in plain words, and the three parts of an agent.
Check 1: who can buildWho holds Manage AI Agents, and a line to fill in for each person.
Check 2: whose login it borrowsAgent user or employee login, and the fields strangers can type into.
Check 3: who owns the meterWhat Flex Credits are, and a monthly review line to copy.
Check 4: what's wired to the switchWhere the Einstein setting lives, and which lever fits which problem.

Quick win you can do today. Pull the list of everyone who holds the Manage AI Agents permission, and ask whether each of them should be building agents.

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