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Get Your Home Health Org Ready to Use Agentforce
Before you get started with Agentforce for Home Health, enable and set up Einstein generative AI, Einstein for Health Cloud, and Agentforce.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Health Cloud, Home Health, Service Cloud Voice, and Agentforce for Health Cloud add-on licenses. Requires each user to have the Agentforce for Health Cloud add-on to access the agent action. |
| User Permissions Needed | |
|---|---|
| To enable Einstein generative AI and Einstein for Health Cloud: | Customize Application |
| To enable Agentforce: | Manage AI Agents OR Customize Application |
Prerequisites:
- Make sure your org is provisioned with these add-on licenses
- AgentforceEmployeeAgentAddOn
- AgentforceForHealthCloud
- CdpDataSpaces
- ChatbotEnabled
- EinsteinGPTPlatformAddOn
- EinsteinGPTCopilotAddOn
- EinsteinGPTPromptBuilderAddOn
- FlexCreditsMeteringAddon
- GenieDataplatformStarter
- HealthCloudAddOn
- ServiceCloudVoice
- ServiceDeskUser
- ServiceUserAddOn
- On the Company Information page under Setup, make sure your org is provisioned with
these user licenses
- Identity
- Salesforce
- Salesforce Platform
- As an admin, make sure you have these permission sets to set up Agentforce for Home Health
- Agentforce Default Admin
- Care Plans Access
- Contact Center Admin
- Context Service Admin
- Context Service Runtime
- Data Cloud Architect
- DocGen Designer
- Field Service Admin Permissions
- Health Cloud Foundation
- Home Health Assistive Agent
- Manage Home Health
- OmniStudio Admin
- Prompt Template Manager
- Rule Engine Designer
- Rule Engine Runtime
- Set Up Einstein Generative AI
- From Setup, in the Quick Find box, enter Health Cloud, and then select Health Cloud.
- Turn on Einstein for Health Cloud.
- Enable Agentforce.
- Turn on Context Services.
- Turn on Omni-Channel.
Now that you’ve completed the prerequisites for setting up Agentforce for Home Health, create an agent for Home Health.
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