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            AI Agent for System and File Access Management

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            AI Agent for System and File Access Management

            System and File Access Assistance is a conversational specialized AI agent that helps employees manage permissions for IT resources and shared folders. Use this agent to provision file share access, manage Active Directory group memberships, request database privileges, and revoke access rights. This agent streamlines identity and access management workflow.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

            Service Catalog Items

            This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

            • Request User Removal from Active Directory
            • Manage AD Group Membership
            • Request Application Access
            • Request Database Access
            • Request SharePoint Site Access

            Agent Actions

            These actions run automatically during your conversation with the specialized agent.

            • Answer Questions with Knowledge
            • Get Eligible Service Catalog Items
            • Execute Service Catalog Item Flow
            • Get Product Launch Card
            • Create Incident For Employee
            Example
            Example

            Requesting access to a shared network drive

            Scenario: New team member Julie needs access to the Finance department's shared drive to access quarterly reports.

            • Julie: I need access to the Finance shared drive to review Q1 reports for my analysis. Can you set that up?
            • AI Agent: I can request that access for you. To confirm before I proceed, do you need read-only access or read-write permissions, and has your manager approved this request?
            • Julie: Read-only is sufficient, and yes, my manager Karen Thompson approved it this morning.
            • AI Agent: Your access request to the Finance shared drive has been submitted with read-only permissions based on manager approval from Karen Thompson. The request will be reviewed by the Finance data owner and typically processed within 2 hours. You'll receive an email notification when access is granted.
             
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