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Give Service Reps Access to Einstein Classification Apps

Give Service Reps Access to Einstein Classification Apps

To let service reps view and act on Einstein’s field predictions, assign them the right user permission sets.

Required Editions

View supported editions.
User Permissions Needed
To assign permission sets: Assign Permission Sets
  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Select Einstein Case Classification User or Einstein Case Wrap-Up User. These standard permission sets are already created for you.
  3. Click Manage Assignments, and then assign users to each permission set.
    Note
    Note To assign the Einstein Case Classification User permission set to a user via Permission Set Groups, there must be another permission set that grants access to Case.READ in the same Permission Set Group.
 
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