Permission set licenses for Agentforce Financial Services users
Key Takeaway
A permission set license makes features available, and a permission set grants them, so a user needs both. Assign the license first, because assigning the permission set to a user who lacks the license causes an assignment error.
A permission set license unlocks features that a user's user license doesn't include. Agentforce Financial Services provides several permission set licenses. To provision an Agentforce Financial Services user, you combine four things: the Salesforce user license, a profile that fits the user's persona, the right permission set licenses, and permission sets that grant the actual permissions.
How licenses and permission sets fit together
User licenses, permission set licenses, and permission sets each do a different job:
- A user license sets the maximum functionality a user can have.
- A permission set license raises that ceiling by entitling the user to features that the user license doesn't include. A user can hold any number of permission set licenses.
- A permission set grants a chosen subset of the permissions that a permission set license makes available. It does this without changing the user's profile.
Because a permission set grants the subset you choose, one permission set license can fit many different user roles.
To use licensed functionality, a user needs both the permission set license and a permission set that contains the feature permissions. The user needs both because the license makes the permissions available and the permission set grants them.
Sam has a Salesforce Platform user license. His manager wants him to work in Lightning Console. A permission set can't grant Sam the "Lightning Console User" permission until he holds a Lightning Console permission set license. So the admin first assigns Sam that license, which makes the permission available to him. Then the admin assigns a permission set that grants Lightning Console User. With both in place, Sam can use the console.
Agentforce Financial Services permission set licenses are available in Lightning Experience in Professional, Enterprise, and Unlimited Editions. Which permission set licenses you assign, and which features they unlock, depend on the Agentforce Financial Services edition.