Agentforce Coworker setup is largely automated. The steps can take a few minutes to process. If you missed any pre-enablement steps, a warning appears on the setup page with instructions for completing the remaining steps, and you can't activate Agentforce Coworker until the steps are complete.
| REQUIRED EDITIONS, LICENSES, ROLES, AND PERMISSIONS | |
|---|---|
| Available in: | Enterprise, Unlimited, and Agentforce 1 Editions |
| For usage-based access to Agentforce Coworker: | Foundations or Flex Foundations License, and Flex Credits entitlements |
| For seat-based access to Agentforce Coworker: | Agentforce 1 Edition or Agentforce for Sales, Service, and Industries License |
| To turn on, configure, or grant access to Agentforce Coworker: | Salesforce Admin Role and Agentforce Coworker Admin Permission Set |
Before You Begin
Before turning on Agentforce Coworker, complete these steps:
- Make sure you have the correct edition, permissions, role, and permission set listed above.
- Make sure Data Cloud or Data 360 is activated in your org, not just provisioned.
- Review Billing Considerations for Agentforce Coworker.
Phase 1: Turn On Agentforce Coworker
When you turn on Agentforce Coworker, Einstein turns on automatically. To use generative AI features, keep Einstein turned on.
- From Setup, in the Quick Find box, enter
Agentforce Coworker. - Select Get Started with Agentforce Coworker (side panel).
- Click Turn On.
- When the Turn on Agentforce Coworker window appears, select Confirm.
Phase 2: Give Users Access
To grant access from the main Setup menu, assign users the Access_Ai_Search (API Name) Permission Set Group. Salesforce recommends using the Manage Users section of Agentforce Coworker Setup instead.
- In Agentforce Coworker Setup, find the Manage Users section.
- Select Manage.
- When the Assign Permission Groups to Users window appears, select the users to grant access to.
- Click Assign.
- Click Done.
Phase 3: Assign Seat-Based Access (If Applicable)
important: Seat-based (unmetered) access requires all three phases. Skip Phase 3 if your org doesn't have seat-based Agentforce 1 Edition or Agentforce for Sales, Service, and Industries licenses.
- From the main Setup menu, assign the Unmetered User Based AI permission set license to all necessary users.
- Create a new Unmetered User Based AI permission set.
- Assign the new Unmetered User Based AI permission set to the users who have the Unmetered User Based AI permission set license.