TeamShift

TeamShift help

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Open Your team in your TeamShift workspace. Describe the result you need, the records involved, and any deadline or limits. For example: “Prepare a follow-up draft for this quote; let me review it before sending.”

Use fictional information for a first test. Connect the account the job needs before asking the team to use it. An app being listed does not mean it is connected or ready for every action.

Read the team's response and any plan, question or approval it presents. Answer a question when details are missing. Review consequential actions and the quoted maximum when shown before allowing them to proceed. A message saying work is planned is not a receipt that it happened.

Follow the request in the workspace and check the result in the connected system when appropriate. If it stops, use the troubleshooting guide before sending the same request again.

Related TeamShift pagesAll help & community
Ask your team to review emailDefine the mailbox, time window and permitted actions.Connect or reconnect an appChoose the intended account and review the permissions it needs.Follow a request and check its resultSeparate plans, progress, decisions and completed effects.Review a requested actionCheck the target and consequences before approving.Troubleshoot a requestResolve missing information and access without repeating uncertain effects.Agentforce pricing: $0.10 an action, $2 a conversation, from $125 a userSalesforce Agentforce pricing as of October 2026: Flex Credits at $500 per 100,000 (about $0.10 a standard action), $2 per customer convers…