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Set Up Agentforce in Privacy Center
When you first open Agentforce in Privacy Center, a Welcome page opens. Use the setup assistant to configure your compliance environment.
Required Editions
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Privacy Center license and the Agentforce add-on. Requires Data 360 (formerly Data Cloud). |
| User Permissions Needed | |
|---|---|
| To set up and use Agentforce in Privacy Center: | Manage Privacy Agent |
- From the App Launcher, search for and select Agentforce in Privacy Center.
- On the Welcome page, click Get Started.
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Set up Agentforce.
Turn on the required AI and Data 360 features for your org. Click Go to AI Setup and follow the setup instructions. You can't proceed to the remaining setup steps until this step is complete.
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Configure countries and regions.
Add your operating locations to support regulation-based checks. Click Go to Setup. If you skip this step, your compliance scans are limited.
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Set up permission sets.
Review and assign permission sets to give users access to Agentforce in Privacy Center. Assign Manage Privacy Agent to users who manage and configure settings, and View Privacy Agent to users who want to view issues and the audit log.
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Select your regulatory frameworks.
Under Compliance Framework Configuration, select the standard regulations that apply to your organization and click Save. This triggers background rule generation and creates your org's compliance ruleset.
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After rule generation completes, next to Run an Org Scan, click
Scan.
The scan identifies metadata health issues and configuration problems in your org.
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After the org scan completes, next to Run a Compliance Scan,
click Scan.
The scan identifies regulatory violations. Your compliance score and initial issues appear on the home page when the scan finishes.
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Next to Check Read-Only Access to Audit Records, click
Verify.
This confirms that only system administrators can edit or delete audit records.
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Click Mark Complete.
The app transitions all users in the org to the home page. To return to the setup assistant at any time, select Open Setup Assistant on the home page.
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