Salesforce recently introduced new Developer Org for AgentForce and DataCloud for building intelligent Agent. You can click on this click to signup for new Agentforce developer Org.
While creating a new agent in the Agent Builder, you might encounter an error during the process, which states:
This error occurs when the user you’re assigning to the agent lacks the required access permissions.
Here’s everything you need to know to resolve this issue and successfully create your agent.
Pre-requisites for Creating an Agent in Salesforce AgentForce Org
Before diving into solutions, it’s important to understand the mandatory requirements for creating an agent in the AgentForce:
- Einstein Agent License: Every user assigned to an agent must have an active Einstein Agent license.
- Einstein Agent User Profile: The user must have the “Einstein Agent User” profile assigned.
- User Creation: In Developer Sandboxes, it’s common that there are no existing users with these specific specifications. Thus, you will need to create a new user that meets these requirements.
Approaches to Resolve the Error
There are two main ways to resolve the error and create a valid user for your agent:
1. Manually Create a User and Assign Required Licenses/Profiles
The first approach involves manually creating a user, assigning the necessary license and profile, and then selecting that user in the Agent Builder.
Steps:
- Create a New User:
- Go to Setup in your Salesforce org.
- Navigate to Users > Users and click New User.
- In the “User License” field, select Einstein Agent.
- The “Profile” field will automatically set to Einstein Agent User.
- Assign the User to the Agent:
- After creating the user, go to Agent Builder in your Salesforce org.
- Select the newly created Einstein Agent user in the Agent User Lookup field.
- Proceed with creating the agent and click Next and Save.
2. Automatically Create a User from the Agent Builder
The second approach allows you to automatically create a new user when creating the agent. This method ensures that the new user meets all the required specifications without having to manually navigate through Salesforce Setup.
Steps:
- Create a New Agent:
- In the Agent Builder screen, go to the Agent User Lookup field.
- Click on the “New Agent User” option.
- The system will automatically create a new user with the Einstein Agent License and Einstein Agent User Profile assigned.
- Once the user is created, click Next and Save to complete the agent creation process.
This approach streamlines the process by automating user creation directly from the agent creation page.
Conclusion
By ensuring that users assigned to agents have the proper Einstein Agent license and Einstein Agent User profile, you can avoid the common “User doesn’t have access to use agent” error. Whether you create users manually or automatically through the Agent Builder, following the above steps will help you successfully create and manage agents in your Salesforce Developer Org. Happy Coding … 😊
