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Set Up and Maintain Your Salesforce Organization
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            User Management in Setup with Agentforce (Beta)

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            User Management in Setup with Agentforce (Beta)

            Use Agentforce to clone users and manage their details, access assignments, and passwords.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
            User Permissions Needed
            To use Setup with Agentforce:

            The required permissions for Setup with Agentforce. See Assign Required Permissions and Access for Setup with Agentforce (Beta).

            AND

            The required permissions for the task listed in the table.
            Note
            Note Setup with Agentforce is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement, if executed by Customer, and the Non-GA Credit Consumption term in the Product Terms Directory. Enabling this pilot or beta service consumes Data 360 credits and is at the Customer's sole discretion.

            Agentforce can help you with these tasks and requests related to user management.

            Supported Task Example Requests Additional Required User Permissions
            Get information on supported tasks for user management
            • “What can you do related to user management?”
            • “How can you help me manage users?”
            		 None
            Clone a new user with or without access assignments
            • “Clone user Peter Raj with assignments.”
            • "Generate a user similar to Mary Evans.”

            Manage Users

            OR

            Manage Internal Users
            Edit a user
            • “Update the phone number of user Jamal Cooks.”
            • “Change the title of user Connor Tan to 'Mr.'”
            • “Update the department of user Iris Thomas to 'Sales'.”
            • “Change the user Maria Garza profile to 'System Administrator'.”

            Manage Users

            OR

            Manage Internal Users
            Add or remove users from permission sets, permission set groups, public groups, and queues
            • “Add user Peter Raj to the 'Service_Cloud_Users' and 'Service_Cloud_Management' permission set groups.”
            • “Add user Sofia Rivera to the 'Level 2 Support' queue and remove her from the 'Escalation Support' queue.”
            • “Remove user Caleb Dunn from the 'All Employees' public group.”

            Assign Permission Sets

            OR

            Manage Users
            Freeze or unfreeze a user
            • “Freeze a user."
            • “Unfreeze Jason Beck’s account.”
            • “Freeze this user.”

            Manage Users

            OR

            Freeze Users
            Reset a user’s password
            • “Reset Erin Donaghue’s password.”
            • “Reset this user’s password.”

            Manage Users

            OR

            Reset User Passwords and Unlock Users
            Get user information
            • “Show the user details of Conner McKoy.”
            • “Show the Department for user Juan Garcia.”
            		 None
            Get a list of users matching specific criteria
            • “Show a list of all active users.”
            • “Show a list of users who have Manage Users or View Setup and Configuration permissions.”
            		 None
            Get a list of active sessions
            • “Show my sessions.”
            • “Show active sessions for Mary Evans.”
            		 None
            Revoke sessions by user or app
            • “Close all sessions for Conner McKoy.”
            • “Log out Iris Thomas from all sessions.”
            • “Revoke sessions for the app named Acme.”
            		 Manage Users

            User Management Considerations

            • Custom user fields are always displayed after the standard user fields in the User record.
            • You only see the user fields that you have permission to view.
            • You must have edit access to the User object to edit users via Setup with Agentforce.
            • When you clone a user, only their direct public group and queue memberships are copied to the new user. Indirect memberships aren't included, such as when a user's group membership is via a nested public group.
             
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