When you grant access from the AI Powered Selling Initial Setup page, Salesforce
identifies existing access components and creates only the missing ones in your org. This
process helps you start quickly without setting up roles or activity sync
beforehand.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and
Agentforce 1 Sales editions with the Sales Foundation add-on.
|
Here’s how Salesforce behaves in different org scenarios.
| Org Scenario |
What Salesforce Creates |
What You Can Assign |
|---|
| No role and no EAC configuration |
The Seller role and the Default Sync for Seller Einstein Activity Capture (EAC)
configuration |
The Standard Seller permission set group, the Seller role, and the Default Sync for Seller EAC configuration. |
| Has roles but no EAC configuration |
The Default Sync for Seller EAC configuration |
The Standard Seller permission set group and the Default Sync for Seller EAC
configuration configuration. You choose which existing role to assign. |
| Has an EAC configuration but no role |
The Seller role |
The Standard Seller permission set group and the Seller role. You choose which existing EAC configuration to assign. |
| Has at least one role and one EAC configuration |
Nothing |
You choose which role and which EAC configuration to assign. The Standard Seller permission set group is always assigned. |
