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Partner Cloud
Set Up Partner Success Agent

Set Up Partner Success Agent

Use the default Agentforce Service Agent template to create the Partner Success Agent designed to resolve common support cases and requests.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Partner Ecosystem Management (PEM) add-on and Agentforce for Service add-on.

Create a Partner Success Agent

Required Editions

User Permissions Needed  
To build and manage Service Agents:

Manage Agentforce Service Agents AND Manage AI Agents

OR

Customize Application

  1. Create the Partner Success Agent using the Agentforce Service Agent template.
  2. Choose a data source for the partners to use the Partner FAQ topic.
 
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Salesforce Help | Article