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            Configure Prerequisites for Complaint Intake with Agentforce

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            Configure Prerequisites for Complaint Intake with Agentforce

            Before you set up the agent to assist constituents to file complaints, complete these prerequisites.

            Required Editions

            Assign Admin Permissions

            1. Assign the Public_Sector_Solutions_Admin permission set group.

              See Assign Permission Set Groups to Users.

            2. Assign these permission sets.
              • Data Cloud Architect
              • Prompt Template Manager

              See Manage Permission Set Assignments.

            Enable Features for Complaint Intake with Agentforce

            Required Editions

            User Permissions Needed
            To enable features: Customize Application
            1. Enable Einstein generative AI and Complaint Management skills for community users.
              1. From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
              2. Turn on Einstein.
              3. In Setup, in the Quick Find box, enter Einstein Generative AI Settings, and then, under Public Sector Solutions, select Einstein Generative AI Settings.
              4. Under Agentforce for Public Sector Community, turn on Complaint Management Community Skills.
            2. Enable Agentforce.
              1. In Setup, in the Quick Find box, enter Agentforce, and then select Agentforce Agents.
              2. Turn on Agentforce.
             
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