---
schema_version: "1"
id: 50336b41afca24e37692f942c98f771f1887410189112cdf98bdc08f822b9fa0
title: Set Up Agentforce Service Agent for Lead Generation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/asa_lead_generation_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.asa_lead_generation_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 98036d05faf53d02aa95f6780e696ab110a68c7f2f2e1a82962feb2cb608c45c
description: 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.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.einstein_service_intro.htm&amp;language=en_US" target="_blank">View supported editions.</a></td></tr></tbody></table>

1. If you don’t have an Agentforce Service Agent, [set up an agent](https://help.salesforce.com/s/articleView?id=ai.service_agent_setup.htm&language=en_US).
2. [Turn on Sales Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_start_setup_assistant.htm&language=en_US).
3. [Add the Sales Record Creation topic and Prospect Meeting Scheduling to your service agent](https://help.salesforce.com/s/articleView?id=ai.copilot_topics_add_standard.htm&language=en_US).
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.](https://help.salesforce.com/s/articleView?id=sales.asa_lead_generation_alt_objects.htm&release=264.0.0&type=5 "By default, the Sales Record Creation subagent includes the Create Sales Leads action. You can change the topic to generate contacts or person accounts instead.")