Enabling Agentforce Manufacturing features in Setup
Key Takeaway
Turn on each Agentforce Manufacturing feature you need in Setup, along with the features it depends on.
Most Agentforce Manufacturing features stay off until an admin turns them on in Setup. Each feature has its own Setup page and setting. Some features only work when supporting platform features, such as Data Pipelines, are also turned on. As a consultant, you need to know which setting meets which business need and which settings depend on each other.
How to turn on Agentforce Manufacturing features
Agentforce Manufacturing is available in Lightning Experience in Enterprise, Unlimited, and Developer Editions. The user who turns on features needs the "Customize Application" permission.
- Assign yourself the "System Administrator" profile.
- Assign the required permission set licenses and permission sets to your own User record.
- From Setup, enter the feature name in the Quick Find box.
- Select the feature's page.
- Turn on the setting.
- After the features are on, assign permission sets to users. For example, account managers can get these permission sets:
- Manufacturing Sales Agreements
- Manufacturing Account Forecast
- Manufacturing Sales Agreements For Community
Steps 3 to 5 are the usual pattern.