User provisioning, custom profiles and bulk license assignment
Key Takeaway
Keep profiles minimal and add access with permission sets. To assign a permission set to many users at once, upsert Permission Set Assignment records with Data Loader, and the permission set license is assigned automatically.
Setting up an Agentforce Health user has three layers: create the user, give the user a profile, then assign permission set licenses and permission sets. Each user needs all three layers before working in Agentforce Health. For large rollouts, Data Loader and a CSV file can assign permission sets and their licenses to many users at once.
How to add internal users
You can add internal users one at a time, or up to 10 at a time with "Add Multiple Users" in Setup. Add Multiple Users requires the "Manage Internal Users" permission.
- If the org has more than one user license type, pick the user license first, because that license determines which profiles you can choose.
- Choose a profile for each new user.
- You can have each new user emailed a login name and temporary password.
- Edit individual users later to add more details.