To begin using Agentforce Grid, first enable Einstein and assign the necessary permissions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
| User Permissions Needed | |
|---|---|
| To assign permission sets: | Assign Permission Sets |
- From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
- Enable Turn on Einstein.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Click New.
- Enter your permission set information.
- Select the types of users for the permission set. Select a specific user or permission set license. Or, if you’re assigning users with different licenses to the permission set, select None.
- Add the Manage Agentforce Grids permission.
- Assign the permission set to your users.
Note
To include prompt templates as an option, make sure that your users also have either the Prompt Template Manager or Prompt Template User permission set.