Get Started with Agentforce for Product Upsell and Cross-sell in Service

Complete these prerequisites before using Agentforce for product upsell and cross-sell in service.

• Licenses Required for Using Agentforce for Product Upsell and Cross-sell in Service
  Acquire and configure the necessary licenses to enable Agentforce for product upsell and cross-sell during service interactions.
• Assign Permission Sets to Users
  Assign the required Agentforce permissions to the Field Technician and Service Representative users to grant agent access on both the desktop console and the Salesforce Field Service mobile app.
• Set Up Agentforce for Product Upsell and Cross-sell in Service
  Before you start, make sure you have all the permissions and features you need for the Agent topics and actions.