Administrator access needed before enabling Agentforce Manufacturing features
Key Takeaway
To turn on Agentforce Manufacturing features in Setup, you need the "Customize Application" user permission. Before you start, assign yourself the System Administrator user profile. Then assign the required permission set licenses and permission sets to your own User record.
An administrator turns on Agentforce Manufacturing features in Setup. Before that, the administrator's own user needs the right access. After the features are on, other users still need access of their own. Agentforce Manufacturing is available in Lightning Experience, in Enterprise, Unlimited, and Developer Editions.
How to set up Agentforce Manufacturing
Turning on Agentforce Manufacturing features in Setup requires the Customize Application user permission. Set up Agentforce Manufacturing in this order:
- Assign yourself the System Administrator user profile.
- Assign the required permission set licenses and permission sets to your own User record.
- Turn on the features in Setup.
- Assign permission sets to other users.
Steps 1 and 2 give you, the administrator, the access you need before you turn on any features. You must turn on the features before you assign permission sets to other users.
Marco is the new Salesforce administrator at a company that makes industrial valves. The sales team wants to start using sales agreements. Before Marco changes any settings, he assigns himself the System Administrator user profile. Next, he opens his own User record and assigns the required permission set licenses and permission sets. Then he turns on the features in Setup. Only after that does he assign permission sets to the sales reps.