Persona permission sets for Agentforce Life Sciences AI features
Key Takeaway
Field users get the persona permission set for their role, such as "Life Sciences Field Medical" for medical science liaisons, plus "Access Life Sciences Customer Engagement Agentforce". Admin-level sets like "Life Sciences Commercial Admin" go to admins, not field users.
In Life Sciences Cloud for Customer Engagement, permission sets control access to Agentforce AI features such as Account Summarization for visit planning. Each field user gets a shared base of Customer Engagement and Agentforce permission sets. On top of that base, each field user gets one persona permission set that matches their role: sales representative, key account manager, or medical science liaison. Admins who configure these features get a different, admin-level group of permission sets.
Access comes in layers
Life Sciences Cloud for Customer Engagement comes with a default set of permission sets. The Permission Sets page in Setup describes each one and shows the permission set license it relates to.
Think of a user's access as three layers:
- Base layer: "Life Sciences Core", which provides the Apex classes in the managed package that Customer Engagement needs.
- Persona layer: the persona permission set for the user's role.
- Agentforce layer: the permission sets for the AI features.
Assign Life Sciences Core to all Customer Engagement users, including admins, field sales representatives, key account managers, and field medical users.