---
schema_version: "1"
id: 3fa0b7de7741335d36e4cf415d7f37e903249378af29a0039b2069756ba18296
title: Grant the Agentforce User Object and Field Access
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_agentforce_grant_user_object_field_access.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_agentforce_grant_user_object_field_access.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0ac402e5dae888f63d999d272121682095e28a6adf195506c4cdf2495f8f6442
description: Grant the Agentforce user access to the objects and fields to schedule and modify appointments.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Grant the Agentforce User Object and Field Access

Grant the Agentforce user access to the objects and fields to schedule and modify appointments.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Lightning Experience</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Agentforce enabled.</td></tr></tbody></table>

1. 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 |
2. Grant the user access to these fields.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:33.33333333333333%">
              <col style="width:33.33333333333333%">
              <col style="width:33.33333333333333%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22878e242">object</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22878e245">field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22878e248">permissions</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e242 ">Time Slot</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Maximum Appointments</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e242 ">Service Resource </td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Active</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d22878e242 ">Service Territory</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Address</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Active</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d22878e242 ">Work Type Group</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Active</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Additional Information</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" rowspan="9" style="vertical-align:top;" headers="d22878e242 ">Work Type </td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Block Time After Appointment </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Block Time After Unit </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Block Time Before Appointment </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Block Time Before Unit </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Operating Hours </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Timeframe End </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Time Frame End Unit </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Timeframe Start</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Time Frame Start Unit </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" rowspan="18" style="vertical-align:top;" headers="d22878e242 ">Service Appointment</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Additional Information</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Address</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Anonymous Booking </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Comment</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Contact</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Description</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Email</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Phone</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Scheduled Start</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Scheduled End</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Service Territory</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Status Category</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Subject</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Work Type </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Arrival Window Start</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Arrival Window End </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Appointment Type </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Account</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e242 ">Skill Requirement</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Skill Level</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e242 ">Engagement Channel Type</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Contact Point Type</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d22878e242 ">Service Resource Skill</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">End Date </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Skill Level </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d22878e242 ">Service Territory Member</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Role</td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">End Date </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Operating Hours </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d22878e242 ">Assigned Resource </td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Required Resource </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Primary Resource </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read, Edit</td>

              </tr>
              <tr class="">
                <td data-label="object" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e242 ">Account</td>

                <td data-label="field" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e245 ">Operating Hours </td>

                <td data-label="permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d22878e248 ">Read</td>

              </tr>
            </tbody>
          </table>
3. 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.
4. 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