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Set Up Partner Success Agent

Use the default Agentforce Service Agent template to create the Partner Success Agent designed to resolve common support cases and requests.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Partner Ecosystem Management (PEM) add-on and Agentforce for Service add-on.

Create a Partner Success Agent

Required Editions

User Permissions Needed  
To build and manage Service Agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application
  1. Create the Partner Success Agent using the Agentforce Service Agent template.
  2. Choose a data source for the partners to use the Partner FAQ topic.