Assign Permission Sets to Use Invocable Actions

Assign permission sets to the user to access the invocable actions in the Communications, Media, and Energy managed package. To use invocable actions, migrate your org from the managed package licenses to the permission set licenses, before assigning the CME Agentforce permission set.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Open the user's record.
  3. In the Permission Set Assignments related list, click Edit Assignments.
  4. Move these permission sets to the Enabled Permission Sets list.
    • CME Agentforce
    • CME Agentforce Custom Permission
  5. Save your changes.