Inbound Lead Generation enables prospects to schedule meetings with sales reps who have the required 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 |
| To be assigned to a sales meeting: | Sales Engagement User, Sales Engagement Cadence Creator, Sales Engagement Quick Cadence Creator, Sales Cloud Einstein, Sales Engagement Basic User |
- In Salesforce Go, open the Agentforce for Sales setup page, and then go to the Inbound Lead Generation section.
- In the Assign and Verify Users for Meeting Scheduling step, click Manage.
- In each tab, select the users that you want to assign the permission set to, and click Assign. Each permission set listed is required for Meeting Scheduling.
- When you're finished, click Done.