---
schema_version: "1"
id: 0ce022e9022299cfe96b860857949388858bddf63365561170ec446f554b2c14
title: Set Up Partner Success Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_psa_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_psa_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 72c8f3650e228d1fc5ecf75e8f5c5fec46658fbfacbc7de54e66ec25f76bcd6e
description: Use the default Agentforce Service Agent template to create the Partner Success Agent designed to resolve common support cases and requests.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Partner Ecosystem Management (PEM) add-on and Agentforce for Service add-on.</td></tr></tbody></table>

## Create a Partner Success Agent

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d13190e88">User Permissions Needed</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13190e91">&nbsp;</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13190e88 ">To build and manage Service Agents:</td>

              <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d13190e91 ">
                <p>Manage Agentforce Service Agents AND Manage AI Agents</p>
                <p>OR</p>
                <p style="margin-bottom:0;">Customize Application</p>
              </td>

            </tr>
          </tbody>
        </table>

1. [Create the Partner Success Agent using the Agentforce Service Agent template.](https://help.salesforce.com/s/articleView?id=ai.service_agent_setup.htm&language=en_US)
2. [Choose a data source for the partners to use the Partner FAQ topic.](https://help.salesforce.com/s/articleView?id=xcloud.pc_datalibrary_datasource.htm&release=264.0.0&type=5 "Summary of the configuration steps required to make the Partner FAQ topic work with the partner context in the authentication-based MIAW setup.")