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            Manage the Inbound Lead Generation Agent’s User Record

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            Manage the Inbound Lead Generation Agent’s User Record

            An Inbound Lead Generation agent requires a user record to operate in your organization. Create a user for your agent or assign an existing user to it.

            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 Agent's User Record step, click Manage.
            3. From the dropdown, select an existing user or click + New User.
              • If you selected an existing user, click Verify.
              • If you're creating a user, enter a first and last name, and click Create.
            4. Click Close.
             
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