Agentforce Sales Coach Permissions

User Permission Set

The Use Agentforce Sales Coach permission set allows users to access and use Agentforce Sales Coach. This permission set includes these permissions. 

• Execute Prompt Template
• Use Agentforce Sales Coach

Manager Permission Set

The Manage Agentforce Sales Coach permission set allows Salesforce admins to turn on and configure Agentforce Sales Coach. This permission set includes these user permissions.

• Configure Agentforce Sales Coach
• Execute Prompt Template
• Manage AI Agents
• Manage Prompt Templates
• Use Agentforce Sales Coach
• View Roles and Role Hierarchy
• View Setup and Configuration

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.

Agent Permission Set

The Agentforce Sales Coach permission set is for the agent user record only. Don’t assign this permission set to any other user. This permission set includes the Agentforce Sales Coach and Execute Prompt Templates user permissions. For any Salesforce object that has a coaching scenario, the agent user must be able to access the relevant data fields. If your organization's sharing is set as Private, update the agent user.

To make an object visible to the agent, create a custom permission set and assign it to the agent user. In that custom permission set, set the Object Permissions for Salesforce objects as: Read and View All Fields, and set the License to None.

Note The License field must be set to None because the Einstein Agent User can't be assigned with permission sets with a base license.