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Set Up Agentforce in Privacy Center

When you first open the app, a Welcome page opens. Use the setup assistant to configure your compliance environment.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 editions. This feature is available to customers with a Privacy Center license.
User Permissions Needed
To set up and use Agentforce in Privacy Center: Manage Privacy Agent
To view Agentforce in Privacy Center issues and audit logs: View Privacy Agent
  1. From the App Launcher, search for and select Agentforce in Privacy Center.
  2. On the Welcome page, click Get Started.
  3. To set up Agentforce, click Go to AI Setup and follow the setup instructions.
    You can't complete the remaining steps until you complete this step.
  4. Configure countries and regions.
    Add your operating locations to support regulation-based checks. Click Go to Setup. If you skip this step, your compliance scans are limited.
  5. Set up permission sets.
    Review and assign permission sets to give users access to Agentforce in Privacy Center. Assign Manage Privacy Agent to users who manage and configure settings, and View Privacy Agent to users who want to view issues and the audit log.
  6. Select your regulatory frameworks.
    Under Compliance Framework Configuration, select the standard regulations that apply to your organization, and save your changes. This triggers background rule generation and creates your org's compliance ruleset.
  7. After rule generation completes, next to Run an Org Scan, click Scan.
    The scan identifies metadata health issues and configuration problems in your org.
  8. After the org scan completes, next to Run a Compliance Scan, click Scan.
    The scan identifies regulatory violations. Your compliance score and initial issues appear on the home page when the scan finishes.
  9. Next to Check Read-Only Access to Audit Records, click Verify.
    This step confirms that only system administrators can edit or delete audit records.
  10. Click Mark Complete.
    The app transitions all users to the home page. To return to the setup assistant, select Open Setup Assistant on the home page.

After setup completes, manage your compliance framework to review or update your regulations.

See Also