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Sales Agents Roles and Responsibilities
Identify the roles and responsibilities for enabling, managing, and using sales agents and what permissions are required to perform those responsibilities.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited Editions with the Agentforce Sales Coach add on. |
Sales Agents
This role is designated for the autonomous agents in your organization: Agentforce SDR and Agentforce Sales Coach. Each agent requires a new user. Assign the respective permission set for each agent. Assign this permission set only to the user representing your autonomous agent. Assign only one of these permission sets per user.
Responsibilities include operating and generating AI outputs of what is included in the subagents, actions, and prompt templates tied to each agent.
Assign these permissions to the agent user.
| Agent Type | Permission Set |
|---|---|
| SDR Agent | Agentforce SDR Agent |
| Agentforce Sales Coach | Agentforce Sales Coach |
Agent Managers
This role is responsible for managing sales agents within your company and teams. Users with agent manager permissions have access to assign sales agent to users, modify subagents and actions, and customize prompt template instructions.
Assign these permissions for a user to manage and configure your agent.
| Agent Type | Permission Set |
|---|---|
| SDR Agent | Configure Agentforce SDR Agent |
| Agentforce Sales Coach | Manage Agentforce Sales Coach |
Agent Users
This role represents the users leveraging a sales agent to support them in their role. For Sales and Sales Agents, users are usually sales reps.
Assign these permissions to grant sales reps access to your agent.
| Agent Type | Permission Set |
|---|---|
| SDR Agent | Use Agentforce SDR Agent |
| Agentforce Sales Coach | Use Agentforce Coach Agent |
