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Set Up Service for Salesforce Foundations

Set Up Service for Salesforce Foundations

Assign the General User or Service User permission set group. These permission set groups grant users access to features like the Foundations Service Console.

Required Editions

Available in: View supported editions
User Permissions Needed
To assign user permissions and enable Chatter Permissions vary by task. Verify the permissions required in related Salesforce documentation.
Note
Note If you upgraded from Starter or Pro Suite to another edition, permission set group assignments remain the same. If you upgraded from Starter to another edition, all users added from the Quick Settings panel automatically get access to the service console via the General User permission set group.

If you prefer using permission sets instead of permission set groups, assign the Service Starter App, Lightning Knowledge Manager, and Macros Manager permission sets.

  1. Assign the General User or Service User permission set group to users.
  2. If you upgraded from Starter to another edition, enable Chatter.
    1. In Setup, in the Quick Find Box, enter Chatter, and then select Chatter Settings.
    2. Enable Chatter Settings and save.

If you have Enterprise or Unlimited Edition in Sales Cloud, or Einstein 1 Sales Edition, see Set Up Service Cloud Basics to continue configuring features.

If you upgraded from Starter or Pro Suite to a supported edition in Service Cloud, review the additional service features and enhancements you can access. See the Service Pricing Guide and corresponding Salesforce documentation. To get started, we’ve included links to features that other customers have found helpful to enhance their customer service.

 
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