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Set Up and Maintain Your Salesforce Organization
User Management in Setup with Agentforce

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User Management in Setup with Agentforce

Use Agentforce to clone users and manage their details, access assignments, and passwords.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
User Permissions Needed
To use Setup with Agentforce:

The required permissions for Setup with Agentforce. See Grant Permissions to Use Setup with Agentforce.

AND

The required permissions for the task listed in the table.

Agentforce can help you with these tasks and requests related to user management.

Supported Task Example Requests Additional Required User Permissions
Get information on supported tasks for user management
  • “What can you do related to user management?”
  • “How can you help me manage users?”
 None
Clone a new user with or without access assignments
  • “Clone user Peter Raj with assignments.”
  • "Generate a user similar to Mary Evans.”

Manage Users

OR

Manage Internal Users
Edit a user
  • “Update the phone number of user Jamal Cooks.”
  • “Change the title of user Connor Tan to 'Mr.'”
  • “Update the department of user Iris Thomas to 'Sales'.”
  • “Change the user Maria Garza profile to 'System Administrator'.”

Manage Users

OR

Manage Internal Users
Add or remove users from permission sets, permission set groups, public groups, and queues
  • “Add user Peter Raj to the 'Service_Cloud_Users' and 'Service_Cloud_Management' permission set groups.”
  • “Add user Sofia Rivera to the 'Level 2 Support' queue and remove her from the 'Escalation Support' queue.”
  • “Remove user Caleb Dunn from the 'All Employees' public group.”

Assign Permission Sets

OR

Manage Users
Freeze or unfreeze a user
  • “Freeze a user."
  • “Unfreeze Jason Beck’s account.”
  • “Freeze this user.”

Manage Users

OR

Freeze Users
Reset a user’s password
  • “Reset Erin Donaghue’s password.”
  • “Reset this user’s password.”

Manage Users

OR

Reset User Passwords and Unlock Users
Get user information
  • “Show the user details of Conner McKoy.”
  • “Show the Department for user Juan Garcia.”
 None
Get a list of users matching specific criteria
  • “Show a list of all active users.”
  • “Show a list of users who have Manage Users or View Setup and Configuration permissions.”
 None
Get a list of active sessions
  • “Show my sessions.”
  • “Show active sessions for Mary Evans.”
 None
Revoke sessions by user or app
  • “Close all sessions for Conner McKoy.”
  • “Log out Iris Thomas from all sessions.”
  • “Revoke sessions for the app named Acme.”
 Manage Users
Compare two users
  • “Compare permissions for Joe and Sally.”
  • “How do Mary Evans and Sofia Rivera's profiles compare.”
  • “Compare permission sets for Joe and Sally.”
  • “Compare permission set groups for Joe and Sally.”
 None

User Management Considerations

  • Custom user fields are always displayed after the standard user fields in the User record.
  • You only see the user fields that you have permission to view.
  • You must have edit access to the User object to edit users via Setup with Agentforce.
  • When you clone a user, only their direct public group and queue memberships are copied to the new user. Indirect memberships aren't included, such as when a user's group membership is via a nested public group.
 
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