Give your employees access to the default Agentforce agent by assigning permissions to users.
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 |
Important Starting June 17, 2025, Agentforce
(Default) will not include new features or improvements and isn’t available in new
Salesforce environments. We recommend migrating to Agentforce Employee agent for continued
enhancements and support. If you plan to transition to Agentforce Employee agent or make
related license changes, complete the migration of your existing Agentforce (Default) agents
in advance to avoid potential disruption in agent availability. If you can't complete the
migration in advance, you can create new agents after the transition, which can involve some
downtime. See Migrate from Agentforce (Default) to Agentforce Employee
Agent.
To enable permissions for a user:
- From Setup, in the Quick Find box, enter Users, and then select Users.
- In the list view, click the user’s name to view the user details page.
- Scroll down to the Permission Set Group Assignments section, and then click Edit Assignment.
- Select the CopilotSalesforceUserPSG permission set group, and then click Add.
- Save your changes.
If you prefer using permission sets to manage user permissions, assign the Access Agentforce Default Agent and Prompt Template User permission sets.
Your agent isn’t visible to users until you activate it.
The permissions required for user access to other AI agents varies by agent type. For more details, see the documentation for the individual agent type.