Org readiness before loading Agentforce Manufacturing data
Key Takeaway
Get the target org ready before any load. Set up your own admin access first, turn on the Agentforce Manufacturing features you need in Setup (Advanced Account Forecasting always together with Data Pipelines), and put metadata, users and the sharing model in place. Then test the load in a sandbox.
Org readiness means the target org can receive your data before you load it. There are two parts. First, you turn on the Agentforce Manufacturing features you plan to use, through settings in Setup. Second, you put the metadata, customizations, users and sharing model in place, and you test the load in a sandbox before production.
How to enable Agentforce Manufacturing features
Agentforce Manufacturing is available in Lightning Experience in Enterprise, Unlimited, and Developer Editions. You turn its features on through settings in Setup. Enabling them requires the "Customize Application" permission.
- Assign yourself the "System Administrator" profile.
- Assign the required permission set licenses and permission sets to your own User record.
- In Setup, turn on the setting for each feature you need.
The profile comes first and the permission set licenses and permission sets come second. So if you already have the System Administrator profile, your next step is to assign the required permission set licenses and permission sets to your own User record.