Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
AI Sales Agents
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Manage Access for Managers and Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. AI Agents for Sales

            Manage Access for Managers and Users

            To configure and use Inbound Lead Generation, users and admins need specific permissions.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To set up Inbound Lead Generation: Configure Inbound Lead Generation Agent
            1. In Salesforce Go, open the Agentforce for Sales setup page, and go to the Inbound Lead Generation section.
            2. In the Manage Access for Managers and Users step, click Manage.
            3. By default, Agentforce assigns you the Configure Inbound Lead Generation permission. To assign this permission to other users, click the Configure Inbound Lead Generation Agent tab. Then select the users to assign the permission to and click Assign.
            4. To allow users to set up Data 360 for your agent, click the Data 360 Admin tab, and then assign the permission to users.
            5. When you're finished, click Done.
             
            Loading
            Salesforce Help | Article