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          Deploy the Agentforce IT Service Solution

          Deploy the Agentforce IT Service Solution

          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
          1. Select Salesforce Go from the gear menu or the main Setup menu.
          2. Locate the IT Service Solution card and click View Details.
          3. 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.
          4. If any step reports an error, open the Solution Deployment Monitoring page to review detailed error logs and troubleshoot installation issues.
          5. 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.
          6. 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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