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            Assign Agentforce User Permissions for Lead Nurturing

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            Assign Agentforce User Permissions for Lead Nurturing

            To configure and use Agentforce Lead Nurturing, sales users and administrators need specific permissions. Agentforce Setup lets you assign them quickly.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.
            User Permissions Needed
            To manage permission set assignments: Assign Permission Sets
            Note
            Note The Agentforce SDR name has changed to Agentforce Lead Nurturing. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.
            1. On the Salesforce Go Agentforce for Sales page, in the Manage Access for Managers and Users section, click Manage.
            2. By default Agentforce assigns you, the administrator, the Configure Agentforce SDR Agent permission. To assign this permission to other users, click the Configure Agentforce SDR Agent tab. Then search for and select specific users and click Assign.
            3. To let sales users assign prospects to your agent, click the Use Agentforce SDR Agent tab. Then search for and select specific users and click Assign.
            4. To let users set up Data 360 for your agent, click the Data Cloud Admin tab and assign the permission specific users.
            5. When you are finished, click Done.
             
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