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Agentforce Record Insights

By Salesforce Labs

Turn any record page into a conversational AI workspace

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Free  

Never requires payment

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Business Need
Sales
Productivity
Collaboration
Requires
Agentforce

Agentforce Record Insights lets your users have a conversation with any Salesforce record. It automatically discovers fields, supports multi-turn chat, and can compare up to five records side by side. User Guide:http://sfdc.co/ccDHFf

  • Agentforce Record Insights is a LWC that allows a user to start chatting with their CRM data in < 5m

  • Install Video Guide (< 5 min)

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Salesforce Edition: Enterprise, Unlimited, or Developer Edition with Salesforce Models API (Einstein AI / Agentforce) enabled API Version: 66.0 or higher Models API Access: At least one supported Salesforce model alias must be available in the org

App Details

Version
Agentforce Record Insights/ver 2.0 2.0.0
Listed On
04/10/2026
Latest Release
05/04/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/10/2026

Additional Details

Agentforce Record Insights brings AI-powered conversational analysis directly into any Salesforce record page — no prompt templates, no configuration. Drop the component onto a page and it automatically discovers available fields and relationships, letting users ask questions about their CRM data in natural language. It goes beyond basic summaries by traversing related records, enabling multi-turn conversations, and comparing up to five records side by side — all grounded in live data and fully respecting your org's sharing rules and field-level security.

Need help?

Salesforce Labs

San Francisco, CA, USA

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