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            Add Users to Agentforce Supply Chain

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            Add Users to Agentforce Supply Chain

            Add new users to Agentforce Supply Chain by assigning them tasks, adding them directly, or adding multiple users in bulk.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license.

            To purchase an Agentforce Supply Chain license, contact your Salesforce account executive.
            User Permissions Needed
            To manage user data in Agentforce Supply Chain: Admin role or People Admin role

            Before you begin, review User Roles and Permissions in Agentforce Supply Chain so you can assign the correct roles to new users.

            Agentforce Supply Chain is an invite-only platform. You can add users in several ways depending on your needs.

            Add a User Through a Task

            The easiest way to invite a single user is to assign them a task. When you assign a task to a new email address, the user gets a task assignment email. Internal users also get an email inviting them to join Agentforce Supply Chain so they can log in.

            1. When creating or editing a task, for Assigned to, enter the new user's email address.
              The Invite person button shows.
            2. Click + Invite person.
              Adding a user from a task assignment

              The new user window opens.

            3. Enter the user's information and then click Invite.

            Add a User Directly

            Create a single user account by directly inviting them to the platform.

            1. In the navigation sidebar, click Admin.
            2. Click the People tab.
            3. Click +Add or update.
              Add a user directly from the Admin page
            4. Click Invite via direct entry.
            5. Click Select.
            6. Enter the new user's name and email address.
            7. For Type, select Internal or External.
            8. Optionally, select a role or multiple roles for the user.
            9. Optionally, select a language.
            10. Click Invite.
              The new user receives a Welcome to Agentforce Supply Chain email. The user clicks the Accept Invite button and follows the log in process.

            Add Multiple Users in Bulk

            Add multiple users simultaneously by uploading a list of email addresses in a CSV file.

            1. Prepare your CSV file.

              Include these required columns in your CSV file:

              • Email
              • Name
              • Type (Internal or External)

              Optionally, add a Roles column. For users with multiple roles, separate the roles with a semicolon (;).

            2. In the navigation sidebar, click Admin.
            3. Click the People tab.
            4. Click +Add or update.
            5. Click Bulk upload via CSV.
            6. Click Select.
            7. Optionally, download the CSV template with instructions.
              Add users by using a CSV file
            8. Click Continue.
            9. Click to add or drag your CSV file.
            10. Review the user list and click Submit.
              All the new internal users receive a Welcome to Agentforce Supply Chain email. The users click the Accept Invite button and they follow the log in process.
             
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