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Agentforce Permission Sets for IT Fulfillers and Employees

Review the required permissions for your employees and IT teams to use Agentforce for IT services.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
User Role Required Permission Sets Additional Role-Specific Permissions
Org Admin
  • Access Agent Default Admin
  • Prompt Template Manager
  • Data Cloud Admin
 None
Fulfiller or Manager (Incident, Major Incident, Problem, Change, Configuration Item)
  • Access Agentforce Default Agent
  • Prompt Template User
  • Data Cloud User
  • IT Service Configuration Item Owner
  • IT Service Configuration Item Reader
  • IT Service Configuration Item Type Manager
  • IT Service Configuration Item Type Reader

One of these permission is added, based on the user's specific job:

  • Incident Fulfiller
  • Incident Manager
  • Major Incident Manager
  • Problem Fulfiller
  • Problem Manager
  • Change Fulfiller
  • Change Manager
  • CMDB Manager
  • CI Owners
Employee or Requester
  • Prompt Template User
  • Data Cloud User
  • Unified Catalog Community User
  • Admin Created Custom Permset
 None