Manage Your Agent’s User Record and Email

An Agentforce Engagement agent operates like a regular user in your organization, but with special permissions. Engagement setup makes it easy to choose or create a user record. Agentforce then assigns it permissions, and sets up Einstein Activity Capture and email for it.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Engagement add-on.

User Permissions Needed
To set up an Engagement agent user record:	Configure Engagement Agent

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.

Watch the video to see how to manage your agent's user record and email.

1. On the Salesforce Go Agentforce for Sales page, in the Manage Agent’s User Record and Email section, click Manage.
2. To use an existing user record for the agent, search for and select the user records and click Verify. To create a new user record for the agent, click New User from the list and fill in the details. Then click Verify.
   Agentforce sets the agent’s outreach hours to 24 hours a day, seven days a week. You can change this setting later in Agentforce Builder.
3. Click Next.
4. To connect an email account to the agent user record, confirm that you’ve read the terms and conditions and click Next.
5. Click the Connect button for the email provider that your agent will use.
6. Connect the email account you want the agent to use for sending outreach to prospects.