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Engagement Agent Permission Sets

Agentforce Engagement includes multiple permission sets you can assign based on a user’s role and responsibilities. The permission sets include individual user permissions and object permissions.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.
Note
Note The Agentforce Lead Nurturing name has changed to Agentforce Engagement. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.

Sales User Permissions

The Use Engagement Agent permission set allows human users to access and interact with Agentforce Engagement. This permission set includes this permission.

  • Use Engagement Agent App

Sales Manager Permissions

The Configure Engagement Agent permission set allows human users to manage and monitor Agentforce Engagement in their organization. This permission set includes these user permissions.

  • Configure Engagement Agent App
  • Use Engagement Agent App
  • Manage AI Agents
  • Execute Prompt Template
  • Manage Prompt Templates
Note
Note This permission set contains the Manage AI Agents permission, which is required to access Agentforce Builder. Manage AI Agents grants org-wide management access to all agents, not just the agent type or template named in the permission set. Users with this permission can manage, activate, and deactivate agents, customize subagents and actions, and monitor agent activity. Assign this permission set only to users who require org-wide agent management access.

To view and configure an Engagement agent in Agentforce Builder, sales managers need additional permissions.

  • Data Cloud Admin

When an agent is set up to Send as Seller, prospect record owners need Einstein Activity Capture permission so the agent can send emails using the record owner’s email account.

Engagement Agent User Permissions

The Engagement Agent permission set is for the automated Engagement agent user record. This permission set includes these user permissions.

  • Access Activities
  • Automated Actions User
  • Edit Tasks
  • Engage Prospects as an Agentforce Sales Development Agent
  • Execute Prompt Templates
  • Run Flows
  • Sales Engagement User
  • Cadence Object Permission Read
  • Cadence Step Object Permissions Read
  • Cadence Step Tracker Object Permissions Read, Create, Edit, Delete
  • Cadence Tracker Object Permissions Read, Create, Edit, Delete
  • Lead Object Permissions Read, Edit
  • Operating Hours Object Permissions Create, Edit, Read, Delete
  • Record Collection Object Permissions Read
  • Lead.HasOptedOutOfEmail Field Permissions Read, Edit
  • Send Email
  • Use Einstein Activity Capture
  • Use Inbox
  • View Roles and Role Hierarchy
  • View Setup and Configuration
  • View Knowledge
  • Allow View Knowledge