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Agentforce Pipeline Management Permissions
You use these permission set groups to assign permissions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions. |
User Permission Set Group
The Sales Management User permission set group includes the Use Agentforce Pipeline Management permission set and the Manage Unmetered Sales Management Users permission set. When you set up Agentforce Pipeline Management, this permission set group is automatically assigned to you. Assign this permission set group to users who use Agentforce Pipeline Management.
Agent Permission Set Group
The Sales Management Agent User permission set group includes the Pipeline Management Agent Autonomous User and Sales Management Agent Autonomous User View All Calls permission sets. These permission sets allow the agent to perform its work. This permission set group is only for the automated agent user record and is automatically assigned to the agent.
Other Permissions
The Data Cloud User permission set grants view access to Data 360. Assign it to yourself and relevant users if you’re customizing your agent by using Agentforce Data Library.
