Assign User Permissions for Agentforce Engagement

To configure and use Agentforce Engagement, sales users and administrators need specific permissions. Agentforce Setup lets you assign them quickly.

Required Editions

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

User Permissions Needed
To manage permission set assignments:	Assign Permission Sets

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.

On the Salesforce Go Agentforce for Sales page, in the Manage Access for Managers and Users section, click Manage.
By default Agentforce assigns you, the administrator, the Configure Engagement Agent permission. To assign this permission to other users, click the Configure Engagement Agent tab. Then search for and select specific users and click Assign.
To let sales users assign prospects to your agent, click the Use Engagement Agent tab. Then search for and select specific users and click Assign.
To let users set up Data 360 for your agent, click the Data Cloud Admin tab and assign the permission specific users.
When you are finished, click Done.