You use permission set groups to assign permissions to an AI agent or to an individual user. The Salesforce access controls that you put in place, such as licenses, permissions, and sharing settings, determine what each type of user can access.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and
Developer Editions with the Agentforce for Sales or Agentforce for an
Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires
each user to have the Agentforce for Sales or Agentforce for an Industry add-on to
access the actions.
User Permission Set Group
The Sales Management User permission set group includes the Use Agentforce Account Management permission set and the Use Agentforce Pipeline Management permission set. When you set up Agentforce Account Management, this permission set group is automatically assigned to you, the admin. Assign this permission set group to other users who use these features.
User Permission Sets
The Use Agentforce Account Management permission set is required to see the agent’s subagents and
actions. This permission set is included in the Sales Management User permission set
group.
When you turn on Agentforce, as the admin, you’re assigned the Data Cloud User permission set. To give other Agentforce Account Management users view access to Data 360, assign them the Data Cloud User permission set.
Agent Permission Set Group
The Sales Management Agent User permission set group includes permission sets that the agent requires to perform its work. This permission set group is only for the automated agent user record. It’s assigned to the agent user when you set up Agentforce Account Management.
Unmetered User Based AI Permission
The Unmetered User Based AI permission grants unmetered usage to agent and human users that interact with AI features under certain conditions. Assign this permission to the agent user. Then, assign the permission to any users who interact with Agentforce Account Management, including all admins.
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