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Manage Access for Managers and Users

To configure and use Inbound Lead Generation, users and admins need specific permissions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To set up Inbound Lead Generation: Configure Inbound Lead Generation Agent
  1. In Salesforce Go, open the Agentforce for Sales setup page, and go to the Inbound Lead Generation section.
  2. In the Manage Access for Managers and Users step, click Manage.
  3. By default, Agentforce assigns you the Configure Inbound Lead Generation permission. To assign this permission to other users, click the Configure Inbound Lead Generation Agent tab. Then select the users to assign the permission to and click Assign.
  4. To allow users to set up Data 360 for your agent, click the Data 360 Admin tab, and then assign the permission to users.
  5. When you're finished, click Done.