---
schema_version: "1"
id: 3bec4b3db47b0b6377bf9ce95f6d23b3921512396a7ca99c54c5b2fb52ae2f45
title: Draft Comprehensive Service Plans with Expanded Data Access
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_sp_data_access.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sp_data_access.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 922d5fe67364b36de6c0febead42f00807dfc6be74824794a8de658e26e5496c
description: Service Assistant now drafts all service plans based on the permissions of the ServicePlanner User (the digital agent), rather than the individual service rep. This ensures that every service plan contains the most detailed information, regardless of an individual rep's field-level access or sharing rules.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Draft Comprehensive Service Plans with Expanded Data Access

Service Assistant now drafts all service plans based on the permissions of the ServicePlanner User (the digital agent), rather than the individual service rep. This ensures that every service plan contains the most detailed information, regardless of an individual rep's field-level access or sharing rules.

**Where:** This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Einstein for Service, Agentforce for Service, and Agentforce 1 editions.

**When:** This feature was originally released on December 18, 2025. We’ve included it in the Spring '26 Release Notes to increase the visibility of the feature.

**Who:** This change applies to the ServicePlanner User and service reps.

**Why:** Previously, plans were drafted based on the service rep's permissions, which could limit the inclusion of relevant data based on field-level access, object access, and sharing rules. For example, by using the ServicePlanner User's permissions for plan generation:

- Service plans now include all fields and object information set in your Service AI Grounding configuration, even if the service rep doesn’t have field-level access.
- Plan steps are always grounded in your relevant knowledge articles, even when the service rep doesn’t have access to the articles used to create the plan.

**How:** The feature is enabled by default, so no action is required. However, you should review your configurations for all grounding sources. To learn more about how permissions determine data access for each Service Assistant feature, see [Service Assistant Grounding Data Access](https://help.salesforce.com/s/articleView?id=service.sp_ground_data.htm&type=5&language=en_US).

#### See Also

- [_Salesforce Help_: Service Assistant Grounding Data Access](https://help.salesforce.com/s/articleView?id=service.sp_ground_data.htm&language=en_US)
- [_Salesforce Help_: Service Assistant Grounding Sources](https://help.salesforce.com/s/articleView?id=service.sp_blocks_intro.htm&language=en_US)
- [_Salesforce Help_: Service Assistant Permissions and Licensing](https://help.salesforce.com/s/articleView?id=service.sp_permissions.htm&language=en_US)