When you’re ready to create a Lead Nurturing agent, the new guided setup experience in Salesforce Go saves you time and simplifies the process by automating several steps.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce SDR add-on. Setup for agents is available on the desktop site.
Why: The guided setup process reduces the number of steps and lets you configure and test your agent all in one place. Setup takes care of tasks like creating a user record for the agent, assigning it permissions, and configuring Einstein Activity Capture.
How: From Salesforce Go, click Agentforce for Sales and follow the instructions.
