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Quickly configure your org with essential IT services. The Agentforce IT Service
Solution automates the deployment of core IT processes, SLA policies, assignment rule templates,
notifications, and AI agents from a single guided experience.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
User Permissions Needed
Salesforce Go:
View setup and configuration
Select Salesforce Go from the gear menu or the main Setup
menu.
Locate the IT Service Solution card and click View
Details.
Choose your installation path.
To provision IT services in a few clicks with all standard capabilities and pre-loaded
sample data, under Standard Installation, click
Start.
To select only the specific capabilities your company requires and deploy them through
a guided, step-by-step interface, under Custom Installation, click
Start. You can also include sample data with every capability you
install.
If any step reports an error, open the Solution Deployment
Monitoring page to review detailed error logs and troubleshoot installation
issues.
After installation completes, go to the Manage User Access section
to assign the preconfigured Permission Set Groups (PSGs), such as Change Request Fulfiller or
Change Request Manager.
Use the Set Up Enhanced Chat section to automate Omni-Channel
configuration, create routing queues, and deploy the IT Service Employee Agent template along
with its underlying flows.
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