---
schema_version: "1"
id: 1bb23be413f84b14342f93a11bb9f455fc2513b78acce2451f0f8a4ce6e7d4f9
title: Prerequisites to Set Up Agentforce for IT Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_agentforce_setup_prereqs.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_agentforce_setup_prereqs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6ad289f836da31f2d93b406b5e85cf9712c7708bde5113e0d6e1c3c7e92b7d42
description: Complete the required setup tasks before configuring Agentforce for IT Services. Enable Einstein Generative AI and Agentforce, deploy the data kit, Configuration Management Database (CMDB), and manage search indexes.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Prerequisites to Set Up Agentforce for IT Services

Complete the required setup tasks before configuring Agentforce for IT Services. Enable Einstein Generative AI and Agentforce, deploy the data kit, Configuration Management Database (CMDB), and manage search indexes.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d110452e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d110452e68 ">To enable Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d110452e68 ">
              <p>Manage AI Agents AND the required permissions for your agent type</p>
              <p> OR
              </p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
        </tbody>
      </table>

1. [Set up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5&language=en_US).
2. [Enable Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&type=5&language=en_US).
3. Set up Data 360 for Agentforce IT Service:
    1. Deploy the data kit.
    2. Review the search index for incident, problem, change request, and product2.
    3. Create a knowledge index.
4. [Set up Configuration Management Database (CMDB)](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_salesforcego.htm&type=5&language=en_US).
    
    When you turn on Configuration Management Database, the CMDB agent template becomes available in your org.