Quickly configure your org with essential IT services. The Agentforce IT Service
Solution automates the deployment of core IT processes, SLA policies, assignment rule templates,
notifications, and AI agents from a single guided experience.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service. |
| User Permissions Needed |
| Salesforce Go: |
View setup and configuration |
-
Select Salesforce Go from the gear menu or the main Setup
menu.
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Locate the IT Service Solution card and click View
Details.
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Choose your installation path.
- To provision IT services in a few clicks with all standard capabilities and pre-loaded
sample data, under Standard Installation, click
Start.
- To select only the specific capabilities your company requires and deploy them through
a guided, step-by-step interface, under Custom Installation, click
Start. You can also include sample data with every capability you
install.
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If any step reports an error, open the Solution Deployment
Monitoring page to review detailed error logs and troubleshoot installation
issues.
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After installation completes, go to the Manage User Access section
to assign the preconfigured Permission Set Groups (PSGs), such as Change Request Fulfiller or
Change Request Manager.
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Use the Set Up Enhanced Chat section to automate Omni-Channel
configuration, create routing queues, and deploy the IT Service Employee Agent template along
with its underlying flows.
