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            Assign Proactive Service Permissions

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            Assign Proactive Service Permissions

            Provision required licenses and permission sets to internal administrators and Experience Cloud site users to turn on the configuration of detection rules and facilitate customers to interact with the Agentforce Service agent.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses.
            Available in: LWR and Aura
            User Permissions Needed
            To create and manage Agentforce Service agents: Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
            To assign permission sets: Assign Permission Sets AND View Setup and Configuration
            To remove permission set assignments: Assign Permission Sets

            Make sure your org has ProactiveServicePSL and Agentforce Service Agent licenses. See Manage Permission Set Assignments.

            To access Data 360 insights and Agentforce troubleshooting features, admins assign specific permission sets to users based on their roles. Internal staff and Salesforce users require the Proactive Services For Internal Users permission set to manage service campaigns. Experience Cloud site users require the Proactive Services For Community User permission set to receive proactive notifications and access automated resolution paths.

            1. From Setup, in the Quick Find box, enter Users, and select Users.
            2. Select the user record.
            3. In the Permission Set License Assignments list, select Edit Assignments.
            4. Select ProactiveServicePSL and Agentforce Service agent.
            5. Click Save.
            6. In the Permission Set Assignments list, select Edit Assignments.
            7. Select Proactive Services For Internal Users for administrators and Proactive Services For Community User for site users.
            8. Click Save.
             
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