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            Set Up IT Service Basics

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            1. Salesforce Help
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            3. Agentforce IT Service

            Set Up IT Service Basics

            Streamline the configuration of Agentforce IT Service and turn on core features quickly by using Salesforce Go features and solution bundles. Set up users and groups for your org, assign permission sets, and define essential settings such as field mappings and priority rules for efficient service delivery.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            • Set Up Agentforce IT Service with Salesforce Go
              Deploy features and configure your Agentforce IT Service org faster with a consolidated initial setup solution and automated configuration. Use Salesforce Go features, feature sets, and the Agentforce IT Service Solution to provision IT services in a few clicks, or pick only the capabilities your company needs through a guided installation.
            • Set Up Users and Groups for IT Services
              Set up the IT team and Employee users for your IT Services implementation for a seamless experience.
            • Configure Field Mappings for IT Services
              Control how fields are populated and displayed when you create related IT service records.
            • Configure Automatic Priority Assignment for IT Services
              Simplify decision-making and speed up record creation by automatically defining priority for incidents, problems, and change requests based on their urgency and impact. Handle critical issues faster and track service-level agreements (SLAs) more easily.
            • Permission Sets for Agentforce IT Service
              Permission sets, permission set groups, and user permissions in Salesforce work together to streamline and manage access control effectively.
             
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