During which step do you describe your agent's role in Agentforce?

Describing your agent's role in Agentforce is performed during the Define Settings step. This step is crucial as it establishes the foundational elements for how agents will operate within the system. It involves specifying roles, responsibilities, and permissions which are essential for ensuring that agents have the appropriate access and can effectively manage their tasks. By clearly defining these roles, you ensure that each agent can perform their functions within the overall framework of the organization, tailored to the needs of the business and its customers.

In contrast, the other steps focus on different aspects of the setup process. Configuring integrations involves connecting Agentforce with other systems and tools, which does not pertain to defining roles. Setting up user preferences customizes individual agent experiences rather than the overarching roles they play. Customizing templates focuses on designing specific communication formats or documents agents will use, which is unrelated to the role definition. Thus, the Define Settings step is where the critical understanding of an agent's role is established.