Assign Permission Sets for Using Agentforce for Timesheets

Give your users access to the Agentforce for Timesheets by assigning them the required permission sets. With these permission sets, users can enable Agentforce and use this feature.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To assign permission sets to users: Manage Profiles and Permission Sets
  1. From Setup, in the Quick Find box, enter Users and select it.
  2. Open the field service technician user from the list.
  3. Go to Permissions Set Assignments, and click Edit Assignments.
  4. Enable these permission sets.
    • Access Agentforce Default Agent
    • Prompt Template User
  5. Save your changes.