Assign Permission Set to Users for Using Agentforce for Billing Resolution

Give your users access to the Agentforce for Billing Resolution feature by assigning them a permission sets. With these permission sets, users can enable Agentforce and use the this feature.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To assign permission sets to users: Manage Profiles and Permission Sets
  1. From Setup, in the Quick Find box, enter Users and select it.
  2. Open the admin user from the list.
  3. Go to Permissions Set Assignments, and click Edit Assignments.
  4. Enable these permission sets.
    • Agentforce Service Agent Configuration
    • Agentforce Default Admin
    • Prompt Template Manager/User
    • Einstein for Communications
  5. Save your changes.