The Email Parsing tool allows users within your org to convert incoming emails into Salesforce records. To configure the Agentforce provider under the Email Parsing tool, open Ascendix Harvest Admin Console.

1. Inside the Admin Console, open the Org Settings tab.
2. The Provider field is set to AgentForce and is read-only. No API key is required — Agentforce uses Salesforce's built-in AI platform credentials.
3. In the Model dropdown, choose the model to use for parsing. The default is Anthropic Sonnet 4.6. The following models are available:

• Anthropic Opus 4.8
• Anthropic Sonnet 5.5
• Anthropic Sonnet 4.6 (default)
• GPT 5.2
• GPT 5.5
• Gemini 3.8 Flash

Note: GPT 5.4 and Gemini 3.1 Pro were removed in Harvest 1.7. If your org used one of them, Harvest now uses GPT 5.5 instead of GPT 5.4 and Gemini 3.8 Flash instead of Gemini 3.1 Pro.

     4. Use the Model information table to balance accuracy, speed, and cost:

Recommendation:

• Start with Anthropic Sonnet 4.6 (recommended default).
• Use Anthropic Sonnet 5.5 for excellent accuracy at a faster speed.
• Use Anthropic Opus 4.8 for critical use cases where maximum extraction accuracy is required.
• Use Gemini 3.8 Flash for cost-sensitive workloads that still require high accuracy.

Note: The model selected here is the org default. Each user can choose their own model on the AI Settings tab of My Harvest Settings; users who don't choose one use the org default. See My Harvest Settings.

         5. If unsure about the model, click Set Recommended in the upper right corner to apply the default configuration (Anthropic Sonnet 4.6).

         6. Once the model is selected, click Test Connection to verify that the Agentforce service is reachable. If the test fails, confirm that:

• Agentforce is enabled in your org (Setup > Agentforce)
• Your Salesforce org has an active Einstein / Agentforce license

          7. In the AI Settings section, switch Show confidence level on if you want end users to see the AI confidence score on each parsed record:

The toggle is off by default; leaving it off keeps the confidence badge hidden without affecting whether the score is calculated and stored.

          8. Once the connection test is successful and Objects are configured under the Object tab, enable the tool using the Enable email parsing toggle.

          9. Click Save to persist all settings.

Security guidelines:

• Restrict access to this Admin Console to trusted admins only. Review user permission sets and make corresponding changes.
• Agentforce credentials are managed through Salesforce's platform — no API keys are stored in this tool. Revoke access through Salesforce org user management if needed.