Start setting up your Agentforce Lead Nurturing agent by creating a user record. Then
assign permissions for it to do its work to engage prospects in Salesforce.
Required Editions
Available in: Lightning Experience in Enterprise, Performance, and
Unlimited editions with Sales and the
Agentforce Lead Nurturing add-on.
User Permissions Needed
To create a Lead Nurturing agent user record:
Customize Application
AND
Configure Agentforce SDR Agent
In Agentforce Lead Nurturing Setup, navigate to Step 2: Create an
SDR User.
Click New User.
In the users Setup page, click New User.
Enter the user’s Name and Email address and a unique username in the form of an email
address.
By default, the username is the same as the email address.
Enter the user’s Company Name.
The user’s Name and Company Name fields are required and appear in the AI disclosure and
signature of each email the Lead Nurturing agent sends. These fields are also
used by the agent when drafting the emails.
In Professional, Enterprise, Unlimited, Performance, and Developer Editions, select a
Role.
For the User License, select Einstein Agent.
The user license determines which profiles are available for the user.
For the Profile, select Einstein Agent User.
The profile specifies the user’s minimum permissions and access settings.
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