Set Up Problem Management for IT Services

Get started with Problem Management to help you analyze incident patterns, diagnose root causes, and implement solutions to prevent disruptions and minimize downtime. Set up the necessary features, assign permissions, and tailor fields and picklist values to support consistent and efficient problem tracking.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
  • Enable Features for Problem Management
    Turn on settings in your org that enable Problem Management and its associated features for Agentforce IT Service.
  • Problem Management Permission Sets for IT Services
    Users need permission set licenses to interact with settings, workflows, and features for Problem Management. See which permission set licenses apply to different groups of users. Understand what each permission set license offers. Depending on the user role, determine which other permission set licenses to assign to users.