Turn On Agentforce Engagement

Agentforce Engagement performs sales outreach tasks automatically in your organization. The first part of setting it up is to turn it on and enabling several supporting features it uses to do its work. Agentforce turns on the additional features automatically.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and Einstein for Sales.

User Permissions Needed
To set up Agentforce Engagement:	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.

1. In Setup, enter Salesforce Go in the Quick Find box. Then click Salesforce Go.
2. On the Salesforce Go page, cick the Features tab.
3. On the Agentforce for Sales tile, click Set Up.
4. On the Agentforce for Sales page, turn on Agentforce Studio.
5. Expand the Engagement section of the page.
6. Turn on Engagement.
   Agentforce automatically turns on these supporting features.

   • Automated Actions
   • Einstein Activity Capture
   • Email Productivity
   • Engagement

   Agentforce also assigns you, the current user, the Configure Agentforce Engagement permission so that you can continue setting up your agent.

Now that Agentforce Engagement is on, proceed to assign Agentforce permissions for your users.