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Review the supported products, editions, and permissions for Collections and Recovery Assistance both for employees and customers. Then learn how your product handles permissions and how to assign them.
| Available in: Lightning Experience |
| Financial Services Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action. |
| Available in: Lightning Experience |
| Financial Services Cloud: Enterprise, Performance, and Unlimited Editions |
To create an agent by using the Agentforce Employee Agent template, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.
| Permission Set Name | Description |
|---|---|
| Manage AI Agents AND Manage Agentforce Employee Agents | To create an agent by using the Agentforce Employee Agent template |
| Agentforce Employee Agent User | To use Agentforce |
| Collections and Recovery Specialist AND Custom Permission Set created | To access actions included in the Agent that is created by using the Collections and Recovery Employee Agent template. |
| FSC Service OR FSC Sales | To access agent actions for Financial Services Cloud |
To create an agent by using the Agentforce Service Agent template, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.
| Permission Set Name | Description |
|---|---|
| Manage AI Agents AND Manage Agentforce Service Agents | To create an agent by using the Agentforce Service Agent template |
| Agentforce Service Agent User | To use Agentforce |
| Collections and Recovery Specialist AND Custom Permission Set created | To access actions included in the Agent that is created by using the Collections and Recovery Service Agent template. |
| FSC Service OR FSC Sales | To access agent actions for Financial Services Cloud |
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