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Set Up Agentforce Service Agent for Lead Generation

Expand your Agentforce Service Agent’s scope to autonomously capture leads from your website or messaging channel. The lead generation subagents and actions capture the necessary data to generate leads and schedule a meeting with a sales rep.

Required Editions

  1. If you don’t have an Agentforce Service Agent, set up an agent.
  2. Turn on Sales Inbox.
  3. Add the Sales Record Creation topic and Prospect Meeting Scheduling to your service agent.
  4. Give your service agent CRUD access to leads, contacts, and person accounts.
    1. Go to Profiles Setup and click New Profile.
    2. Select the profile assigned to your service agent.
    3. Enter a profile name, and click Save.
    4. Under Standard Object Permissions, add CRUD access for Lead, Contact, and Person Account.
    5. Go to User Setup and change the agent's user profile to the new profile.
  5. Assign the Inbox Scheduling Proxy User permission to the agent.
    This user permission isn’t visible in setup. Clone an existing permission set or create one and manually add it.
  6. (Optional) Modify the agent to create contacts or person accounts instead of leads.