Set up Agentforce Coworker in a Data Cloud One companion org so that users can search shared data. Complete setup in both the home org and companion org.
| REQUIRED EDITIONS, ROLES, AND PERMISSIONS | |
|---|---|
| Available in: | Enterprise, Unlimited, and Agentforce 1 Editions |
| To turn on, configure, or grant access to Agentforce Coworker: | Salesforce Admin Role and Agentforce Coworker Admin Permission Set |
Before You Begin
- Verify that your org uses a Data Cloud One companion org.
- To use a new shared data space, first create your new Data Space.
- Make sure that the data space you plan to use is shared with your companion org.
Phase 1: Configure the Home Org
note: If Agentforce Coworker is already on in the home org, either plan to share the data space used in the home org or use a different home org that doesn't already have Agentforce Coworker enabled.
- In your home org, go to Setup and enter
Agentforce Coworkerin Quick Find. - Follow the steps in Turn On Agentforce Coworker.
- (Optional) To make objects searchable in the companion org, first make Data 360 Objects searchable in the home org.
Phase 2: Connect the Companion Org
- In your companion org, verify these statuses:
- Connection Status is “Active.”
- Companion Sync Status is “Succeeded.”
- Initialization Status for the data space used by Agentforce Coworker is “Active.”
- Set a Data Cloud Governance policy for the shared data space. Agentforce Coworker needs access to the object types in your data space to search them.
- For most setups, set an Allow All Objects policy.
- If your organization requires more control, configure a custom policy instead.
- Follow the steps in Turn On Agentforce Coworker.