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            Create the Field Service Scheduling Agent for Customer-Initiated Scheduling in the Legacy Agentforce Builder

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            Create the Field Service Scheduling Agent for Customer-Initiated Scheduling in the Legacy Agentforce Builder

            Create the Field Service Scheduling agent from the template in the legacy Agentforce Builder.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
            User Permissions Needed
            To build and manage Service Agents:

            Manage Agentforce Service Agents AND Manage AI Agents

            OR

            Customize Application
            1. From Setup, in the Quick Find box, enter Agents, and then select Agentforce Agents.
            2. Click New Agent.
            3. In the step for selecting an agent, select one of these templates: Scheduling or Agentforce Service Agent.
              Optional agent templates
            4. In the step for customizing the agent, pay attention to the Agent User that's selected. When you're finished creating the agent, you must give this user the required permissions. To securely access data and perform actions, Service agents operate as an agent user–a Salesforce integration user with all the permissions that the agent needs to do its job. Creating a new agent user in the guided setup creates an agent user record with minimal access so that your agent is secure by default. Grant the agent the additional access that it needs. See Best Practices for Agent User Permissions.
            5. You can skip the step for selecting data sources. Optionally, select a data source to ground your agent responses with the Answer Questions with Knowledge action. Then click Create. If you don't want to use any of the available data sources, you can create a library to limit Agentforce Service agents to specific articles or uploaded fields. See Assign a Data Library to Your Agent.
            6. Define your agent's settings, such as system messages and language settings. These settings determine how agents behave and present themselves in conversations.
            7. Activate your Customer-Initiated Scheduling agent.
             
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