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          Create and Assign a Learning Manager User Profile for Agent Engagement

          Create and Assign a Learning Manager User Profile for Agent Engagement

          You set up an enablement site (myTrailhead), created learning modules, and added the Omni-Channel widget to your org. Next on the agent engagement configuration list is creating and assigning a Learning Manager user profile.

          Required Editions

          Example
          Example
          Note
          Note Workforce Engagement is scheduled for retirement. See Workforce Engagement Retirement.
          View supported editions.
          Configuration Step Documentation

          1. Assign permission sets.

          Make sure that the Learning Manager user has one of these Workforce Engagement permission sets already: Workforce Engagement Analyst, Workforce Engagement Planner, or Workforce Engagement Agent.

          Manage Permission Set Assignments

          2. Create and assign a Learning Manager user profile.

          Assign this profile to users who assign agent engagement modules to agents.

          Create a Learning Manager User Profile for Workforce Engagement
           
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          Salesforce Help | Article