Set Up Agentforce

Admins must set up Einstein Generative AI and Agentforce to enable marketing managers and other users to work with the standard Agentforce assets provided by Loyalty Management.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions.

Set up Einstein Generative AI.
See Set Up Einstein Generative AI.
Enable Agentforce.
See Enable Agentforce.
Enable the default Agentforce agent.
See Create the Agentforce (Default) Agent.
Enable Einstein Bots and accept the terms.
See Get Started with Einstein Bots.
Give users access to the default Agentforce agent.
See Give Users Access to the Agentforce (Default).
Activate the default Agentforce agent.
See Activate or Deactivate Your Agent.