Salesforce Docs Portal

AI Agent for Vendor Employee Management

Vendor Employee Assistance is a conversational specialized AI agent that helps employees manage external partner and contractor access. Use this agent to provision temporary accounts for vendors, enforce time-bound access durations, revoke contractor credentials, and ensure security compliance for third-party access. This agent manages the external partner lifecycle.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

Service Catalog Items

This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

Example
Example

Provisioning temporary access for a contractor

Scenario: Project Manager Rita needs to set up temporary system access for a contractor working on a 3-month project.

  • Rita: I need to set up temporary access for contractor James Wilson. He'll be working with us for 3 months on the infrastructure upgrade project.
  • AI Agent: I can create that contractor access. To confirm before I proceed, what systems does James need access to, and what is the exact end date for his contract?
  • Rita: He needs access to AWS console and our internal documentation wiki. His contract ends on July 15, 2026.
  • AI Agent: Temporary contractor access has been provisioned for James Wilson with access to AWS console (read-only) and the internal documentation wiki. The account is configured to automatically expire on July 15, 2026. Login credentials and security guidelines have been sent to the email address you provided. His access will be reviewed at 30-day intervals.