AgentforceAccountManagementSettings in SFDX

Architectural Overview#

Agentforce Account Management empowers sales and strategic account teams with autonomous AI capabilities for account research, whitespace analysis, and key account plan generation. The AgentforceAccountManagementSettings metadata type (AgentforceAccountManagement.settings-meta.xml) governs the org-wide feature switches that activate these capabilities.

Including AgentforceAccountManagementSettings in your SFDX repository allows DevOps pipelines to declaratively enable Account Management agent features across scratch orgs, UAT sandboxes, and production alongside the supporting agent topics and actions.

SFDX Directory & File Suffix#

Key Metadata Fields#

Declarative XML & package.xml Examples#

Sample AgentforceAccountManagement.settings-meta.xml#

<?xml version="1.0" encoding="UTF-8"?>
<AgentforceAccountManagementSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <enableAgentforceAccountManagement>true</enableAgentforceAccountManagement>
</AgentforceAccountManagementSettings>

Sample package.xml Manifest#

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>AgentforceAccountManagement</members>
        <name>Settings</name>
    </types>
    <version>68.0</version>
</Package>

SFDX CLI Retrieval & Deployment#

Retrieve and deploy AgentforceAccountManagementSettings using the Settings metadata type:

# Retrieve Agentforce Account Management settings from the target org
sf project retrieve start --metadata "Settings:AgentforceAccountManagement"

# Deploy the settings file to enable the feature in a target environment
sf project deploy start --metadata "Settings:AgentforceAccountManagement"

Senior Architect Best Practices & Gotchas#

• Prerequisite Generative AI Setup: Enabling AgentforceAccountManagementSettings requires Einstein Generative AI and Agentforce to be turned on in the org first. Deploy AgentPlatformSettings and Einstein settings prior to or in the same deployment transaction.
• Permission Set Assignment: Turning on the org-level setting does not automatically grant end users access to Agentforce Account Management actions. Always pair this setting with a PermissionSet that grants the relevant Agentforce and Account Plan permissions.
• Custom Topic Extensibility: Once enabled, extend the out-of-the-box account management experience by linking custom GenAiPlugin topics to your planner bundle.

Frequently asked questions

What does AgentforceAccountManagementSettings control in Salesforce?

It manages org-wide enablement and configuration toggles for Agentforce Account Management AI features, such as automated account research and account plan assistance.

Where is AgentforceAccountManagementSettings stored in SFDX?

It is stored at force-app/main/default/settings/AgentforceAccountManagement.settings-meta.xml and referenced in package.xml as Settings with member AgentforceAccountManagement.

What prerequisites are required before enabling AgentforceAccountManagementSettings?

Einstein Generative AI and Agentforce platform licenses must be provisioned and enabled in the target org before deploying these settings.

How do I retrieve AgentforceAccountManagementSettings with the Salesforce CLI?

Run sf project retrieve start --metadata Settings:AgentforceAccountManagement to pull the settings XML into your local SFDX project.