Learn about the business roles and responsibilities that enabe, manage, and use sales agents and which permissions are required for each role.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited Editions with the Agentforce Sales Coach add on. |
Sales Agents
This role is designated for the autonomous agents themselves: Agentforce Engagement and Agentforce Sales Coach. Each agent requires its own user record in Salesforce. Assign the correct permission set to each agent’s user record. Assign this permission set only to the user representing the autonomous agent. Assign only one of these permission sets per agent user record.
Agent responsibilities include generating AI outputs based on the subagents, actions, and prompt templates tied to each agent.
Assign these permissions to the agent user.
| Agent Type | Permission Set |
|---|---|
| Engagement Agent | Agentforce SDR Agent |
| Agentforce Sales Coach | Agentforce Sales Coach |
Agent Managers
This role is responsible for managing and monitoring sales agents within your sales teams. Users with agent manager permissions have access to modify subagents and actions, and customize prompt template instructions.
Assign these permissions for a user to manage and configure your agent.
| Agent Type | Permission Set |
|---|---|
| Engagement Agent | Configure Agentforce SDR Agent |
| Agentforce Sales Coach | Manage Agentforce Sales Coach |
Agent Users
This role represents the users leveraging a sales agent to support them in their role. For sales agents, these users are usually sales reps.
Assign these permissions to grant sales reps access to your agent.
| Agent Type | Permission Set |
|---|---|
| Engagement Agent | Use Agentforce SDR Agent |
| Agentforce Sales Coach | Use Agentforce Coach Agent |