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Set Up and Configure Agentforce Employee Portal for IT Services
Set up the Agentforce Employee portal to provide a self-service portal experience for employees. Enable digital experiences, configure person accounts, create user profiles, and assign necessary permissions to get your portal up and running.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
- Review Agentforce Employee Portal Permission Sets for IT Services
Users access the Agentforce Employee portal through supported permissions. Assign these permission sets to your employee users. - Checklist for Agentforce Employee Setup in IT Services
Set up the Agentforce Employee portal for your employees by using Digital Experiences in Salesforce. Create employee users who need access to the portal and configure the right level of access to relevant IT service records for your employees. - Create IT Employee Users for Agentforce Employee Portal
Set up user profiles so that employees can use the Agentforce Employee portal and view knowledge articles. Then, create employee users and configure the necessary details, permissions, and settings to give users access to the Agentforce Employee portal. - Create and Customize the Agentforce Employee Portal for IT Employees
Agentforce IT Service uses the Agentic Center template to package pages and components for the IT self-service portal site. The template helps you streamline the setup and implementation of your site. - Modify Agentforce Employee Page Layouts for IT Employees
Control which fields and buttons employees see on Incident and Case detail pages in the Agentforce Employee portal by customizing page layouts. You can then set field-level security to control which fields employees can read and edit. Configuring these views prevents employees from getting overwhelmed and ensures they have access only to the details relevant for their tasks. - Set Up Manager Approval for IT Services
Certain employee requests raised in the self-service portal need manager approvals. Streamline this decision-making process by configuring manager approvals. Use a structured approval system to make sure that all case actions adhere to your company’s policies and enhance accountability. - Configure Global Search in Agentforce Employee Portal for IT Services
Configure the search bar in the Agentforce Employee portal to include incidents and cases in the autocomplete results. This helps employees quickly find and access the records they need. - Integrate Embedded Messaging on the IT Services Portal
Integrate an embedded messaging component into your Agentforce Employee portal to provide conversational assistance to employees. Allow users to chat directly with Agentforce, improving support and service delivery. - Set Up the Catalog Page in Agentforce Employee Portal for IT Employees
Set up a catalog page in your Agentforce Employee portal to show IT service offerings to employees. Add the catalog page to the navigation menu to make it easy for your users to navigate.
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