Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
AI Agents for Sales
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
            Assign and Verify Users to Schedule Meetings

            You are here:

            1. Salesforce Help
            2. Docs
            3. AI Agents for Sales

            Assign and Verify Users to Schedule Meetings

            Inbound Lead Generation enables prospects to schedule meetings with sales reps who have the appropriate permissions.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To set up Inbound Lead Generation: Configure Inbound Lead Generation Agent
            To be assigned to a sales meeting: Sales Engagement User, Sales Engagement Cadence Creator, Sales Engagement Quick Cadence Creator, Sales Cloud Einstein, Sales Engagement Basic User
            1. On Salesforce Go, from the Agentforce for Sales setup page, go to the Inbound Lead Generation section.
            2. In the Assign and Verify Users for Meeting Scheduling step, click Manage.
            3. In each tab, select the users that you want to assign the permission set to, and click Assign. Each permission set listed is required for Meeting Scheduling.
            4. When you’re finished, click Done.
             
            Loading
            Salesforce Help | Article