Configure the Student Success Chatbot user.
Identify one or more Salesforce Users to serve these functions:
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Be the chatbot administrator. Typically this is a Salesforce admin.
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Be the running user of the chatbot. As a security best practice, make the running user of the chatbot a different user from the chatbot administrator.
Configure the necessary User and object permissions for the person responsible for setting up the Student Success chatbot. Typically, this person is a Salesforce admin, which means some of these permissions are sometimes already enabled.
- User Permissions for Chatbot Setup
From the chatbot's User record, make sure that these options are selected. - Student Success Hub and Digital Engagement Permissions for Chatbot Setup
The Student Success chatbot is built on Student Success Hub and Digital Engagement. Make sure that you assign the necessary Student Success Hub and Digital Engagement permissions to the person who sets up the chatbot.
User Permissions for Chatbot Setup
From the chatbot's User record, make sure that these options are selected.
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Flow User
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Service Cloud User
Student Success Hub and Digital Engagement Permissions for Chatbot Setup
The Student Success chatbot is built on Student Success Hub and Digital Engagement. Make sure that you assign the necessary Student Success Hub and Digital Engagement permissions to the person who sets up the chatbot.
For more information about these permissions, see Configure Higher Ed Support Staff Permissions and Set Up Messaging Channels.
The chatbot administrator also needs permissions for the custom fields that the Student Success chatbot installs. For more information, see Configure the Student Success Chatbot's Custom Fields.