Users access Einstein Autofill in their Salesforce org through supported editions, add-ons, and permissions.
Editions
To use Einstein Autofill, Salesforce admins and users need these editions.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited editions for Industries clouds where Industry Service Excellence Add-On is enabled |
Required Einstein Autofill Add-Ons
To use Einstein Autofill, Salesforce admins and users need these add-ons.
- Einstein GPT Platform
- Salesforce Voice
- Digital Engagement
- Industry Service Excellence
Required Permission Sets
Einstein Autofill works with Salesforce Voice, Service Cloud Messaging Session, Einstein Prompt Builder, and Omnistudio. You must assign these permission sets to your users.
| Permission Set | Description |
|---|---|
| Salesforce Voice Contact Center Admin | Enables the user set up the contact center. |
| Salesforce Voice Contact Center Rep | Enables the user make and receive voice calls, listen to call recordings, and view call transcripts. |
| Industry Service Excellence | Gives admins access to the objects and features for Industry Service Excellence. |
| Omnistudio Admin | Grants admins and designers the full Create, Read, Update, and Delete (CRUD) access to the Omnistudio objects. |
| Omnistudio User | Grants consumers Read access to the Omnistudio objects, and Create access to Omniscript Saved Sessions. |
| Prompt Template Manager | Enables users to manage prompt templates by using Prompt Builder and run them. |
| Prompt Template User | Enables users to run prompt templates by using generative AI features. |
| Service Cloud User | Grants user access to service cloud. |
| Messaging User | Gives Service Cloud users access to Messaging Setup and to the Messaging chat functionality and message session records. |
Customization of Permissions
If you customize the Autofill feature, such as by adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets. This approach makes sure that users always have the latest default permissions.