Loading
Feature degradation | Gmail Email delivery failureRead More
Agentforce and Einstein Generative AI
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 Employee Agent Access

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Manage Employee Agent Access

            Control user access to specific Agentforce Employee agents with permission sets or profiles. For agents created in the new Agentforce Builder, update permission sets or profiles in Setup. In the legacy Agentforce Builder, you can also use the Agent Access tab.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type.
            User Permissions Needed  
            To build and manage Employee agents:

            Manage AI Agents

            OR

            Customize Application

            Manage Employee Agent Access

            To give users access to an Agentforce Employee agent created in the new Agentforce Builder, add the agent to a permission set or profile in Setup.

            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets. Or, enter Profiles, and then select Profiles.
            2. Select a permission set or profile.
            3. Edit the Enabled Agent Access settings.
            4. Select the Agentforce Employee agents that you want to give users access to and then click Save.

            Manage Employee Agent Access in the Legacy Agentforce Builder

            To give users access to an Agentforce Employee agent in the legacy builder, you can add permission sets or profiles on the Agent Access tab or add agents to a permission set or profile.

            1. From Setup, in the Quick Find box, enter Agents, and then select Agentforce Agents.
            2. On the Agentforce Agents Setup page, click the name of your agent to open its Details page.
            3. Select the Agent Access tab.
              The Agent Access tab displays a maximum of 2000 permission sets or profiles. If your environment has more than 2000, not all records are visible or searchable in the list.
            4. On the Permission Sets with Agent Access or Profiles with Agent Access tab, click Add.
            5. Select permission sets or profiles and then click Add.

            To remove access to an Agentforce Employee agent, select permission sets or profiles on the Agent Access tab and then click Remove.

             
            Loading
            Salesforce Help | Article