Grant the Agentforce user access to the objects and fields to schedule and modify appointments.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Agentforce enabled. |
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Grant the user access to these objects.
object permissions Account Read Appointment Category Read Appointment Topic Time Slot Read Contact Read Engagement Channel Type Read Lead Read, Create, Edit Operating Hours Read Opportunity Read Service Resource Read Service Territory Read Shift Read Service Appointment Read, Create, Edit Work Type Read Work Type Group Read -
Grant the user access to these fields.
object field permissions Time Slot Maximum Appointments Read Service Resource Active Read Service Territory Address Read Active Read Work Type Group Active Read Additional Information Read Work Type Block Time After Appointment Read Block Time After Unit Read Block Time Before Appointment Read Block Time Before Unit Read Operating Hours Read Timeframe End Read Time Frame End Unit Read Timeframe Start Read Time Frame Start Unit Read Service Appointment Additional Information Read, Edit Address Read, Edit Anonymous Booking Read, Edit Comment Read, Edit Contact Read, Edit Description Read, Edit Email Read, Edit Phone Read, Edit Scheduled Start Read, Edit Scheduled End Read, Edit Service Territory Read, Edit Status Category Read, Edit Subject Read, Edit Work Type Read, Edit Arrival Window Start Read, Edit Arrival Window End Read, Edit Appointment Type Read, Edit Account Read Skill Requirement Skill Level Read Engagement Channel Type Contact Point Type Read Service Resource Skill End Date Read Skill Level Read Service Territory Member Role Read End Date Read Operating Hours Read Assigned Resource Required Resource Read, Edit Primary Resource Read, Edit Account Operating Hours Read - Set up record sharing for successful operations on Operating Hours, Service Territory, Service Resource, Work Type Group, Work Type, and Service Appointment. Also, depending on which object the agent uses to verify users, set up sharing for Account and Contract or Contact.
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Ensure that the following permission sets are assigned to the user.
- Agentforce Service Agent Object Access
- Agentforce Service Agent User
- Agentforce Default Admin
- Access Agentforce Default Agent
- Prompt Template User
- Prompt Template Manager
- Use Scheduler AI Agent
- RunFlow