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          Configure Einstein for Agentforce

          Configure Einstein for Agentforce

          To improve the customer experience with Agentforce, you can take advantage of Einstein features, such as Einstein Bots.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
          User Permissions Needed
          To configure Einstein:

          Health Cloud Starter

          AND

          Study Manager for Site Management

          1. Assign the permission set licenses to your users.
          2. In the Site Management guided setup, under Configure Einstein, click Mark Complete next to Assign Permission Set Licenses.
          3. In the Site Management guided setup, under Configure Einstein, click Go to Setup next to Turn on Einstein.
          4. In the Einstein Setup page, turn on Einstein and deploy prompt templates.
          5. In the Site Management guided setup, under Configure Einstein, click Go to Setup next to Turn on Einstein Bots.
          6. In the setup page, turn on Einstein Bots.
          7. In the Site Management guided setup, under Configure Einstein, click Go to Setup next to Turn on Agentforce.
          8. In the setup page, turn on Agentforce, and create a new Agentforce Employee agent for site selection assistance.
           
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          Salesforce Help | Article