Assign the required Agentforce permissions to the Field Technician and Service
Representative users to grant agent access on both the desktop console and the Salesforce Field
Service mobile app.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, and Manufacturing Cloud, with
Agentforce enabled. View edition availability. |
Before you begin, set up Einstein Generative AI and enable Agentforce.
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From Setup, in the Quick Find box, enter Users and select it.
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Open the Admin user from the list.
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Go to Permissions Set Assignments, and click Edit Assignments.
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Enable these permission sets.
- Prompt Template Manager
- Prompt Template User
- Applicable Industries Einstein license. For example, Einstein for Communications.
- Work Order Estimation
- Product Catalog Management Designer
- Product Catalog Management Viewer
- Salesforce Pricing Run Time User
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Save your changes.
