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            Authorize Your Users to Use Agentforce Banking Service Employee Assistance

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Authorize Your Users to Use Agentforce Banking Service Employee Assistance

            Give your service reps access to appropriate fields, subagents, and actions associated with the Banking Service Employee Assistance by assigning permissions to users.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To set field-level security:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            1. Assign permission set licenses.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. In the list view, click the user’s name to view the user details page.
              3. Scroll down to the Permission Set Assignments section, and then click Edit Assignments.
              4. Select FSC Service, Industry Service Excellence, Omnistudio User, Prompt Template User, and Einstein for Financial Services permission sets, and then click Add.
              5. Save your changes.
            2. Configure field-level security for the Case Source field on the Case object.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter Case, and then select Case.
              3. Select Fields & Relationships.
              4. Select Case Source, and click Set Field-Level Security.
              5. Select Visible and deselect Read-Only for the profiles.
              6. Save your changes.
             
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