Updated Permission Requirements for Setup with Agentforce (Beta)

Previously, you were required to assign users the Execute Prompt Templates user permission to allow access to the Setup agent. Now, you can assign users either the Execute Prompt Templates or Customize Application user permission. Alternatively, in place of the Execute Prompt Templates permission, you can assign the Prompt Template User standard permission set. The Use Setup with Agentforce user permission remains required as before.

Where: This feature is available in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Foundations or Agentforce 1 editions.

Note
Note Setup with Agentforce is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement, if executed by Customer, and the Non-GA Credit Consumption term in the Product Terms Directory. Enabling this pilot or beta service consumes Data 360 credits and is at the Customer's sole discretion.

When: This feature is available starting in early March 2026.