Before you set up the agent to assist with the search, verify that your Salesforce org meets the requirements and that external storage is configured.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To assign permission sets and permission set groups: |
Assign Permission Sets AND View Setup and Configuration |
- Configure External Storage Search.
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Assign these permission sets to the administrator who configures the agent:
- Access Agentforce Default Agent
- Public Sector Access
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Assign this permission set to the org users, such as investigators, caseworkers, or
anyone who works with the agent:
Agentforce for Public Sector
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Assign this permission set to the employees, platform users, who work with the agent in
an Experience Cloud site:
Agentforce for Public Sector for Employee Community