Turn On Your New Lead Nurturing Agent

Learning Objectives

After completing this unit, you’ll be able to:

• Enable Engagement.
  
• Set up the agent using the guided setup experience.
  

Introduction

In the previous step, you activated Agentforce. Now, let’s set up access and configure the data library.

Enable Engagement

First, set up the Engagement agent.

1. On the Agentforce for Sales page, under Start with an Agent Template, toggle on Engagement.
   
2. When prompted, click Turn On in the dialog box. It may take a few moments for the agent to be enabled. Once enabled, the card displays the setup steps in sequence, with links to guide you through each one. This way, you can complete the entire setup methodically, without jumping between different sections. This is the streamlined setup experience powered by Salesforce Go.
   

Your agent template is now enabled and ready to be set up.

With the Salesforce Go guided setup, it’s easy to turn on all of the required supporting features at once versus having to individually turn each feature on. Turning on these features lays the groundwork for your agent to do its job. If any of the features in the list were already enabled, you'll see a check next to them.

Turning on Agentforce Engagement lets you create an agent user record, assign its permissions, and configure the agent in Agentforce Builder.

Manage Access for Managers and Users

Now that the agent is activated, the next step is to assign permission sets to let sales users work with the agent. For this project, you assign access to yourself.

1. In the Engagement setup area, next to Manage Access for Managers and Users, click Manage.
   

2. Under the Use Engagement Agent tab, click the Recently Viewed dropdown and change it to All Users.
   
3. Locate OrgFarm EPIC and check the box beside it.
   
4. Click Assign.
   
5. Click Done.
   

When you enable Agentforce, it automatically assigns you, the admin, the permission to configure the agent. To grant this permission to other users, open the Configure Engagement Agent tab, search for the users you want, select them, and click Assign.

Configure Einstein Activity Capture

The next step is to configure the Einstein Activity Capture.

1. Click Go To Setup button next to Configure Einstein Activity Capture (EAC).
   
2. Click Start Set Up.
   
3. Select Google for your email and click Next.
   
4. Select User Level and click Next.
   
5. Enter Welo Connection and click Next.
   
6. Review Sync Settings and click Next.
   
7. Review Advanced Settings and click Next.
   
8. Select OrgFarm EPIC from the Available list, click the arrow to add to the Selected list. Click Next.
   
9. Click Finish.
   
10. Close that tab and refresh your Salesforce Go Agentforce for Sales page. It may require more than one refresh to work.
    

Manage the Agent’s User Record and Email

The next step in the process is to set up the agent’s user record and email. This step is essential because the agent user functions as a Salesforce user, with all the permissions needed to perform tasks securely. Follow the steps below to complete the setup directly in Salesforce Go.

1. In the Engagement setup area, next to Manage Agent’s User Record and Email, click Manage.
   

2. Click the Agent’s User Record dropdown and select + New User. Note: Refresh the page if you aren’t able to select a new user.
   
3. Enter this information:
   
   • First Name: Sales
   • Last Name: Agent
4. Click Create. The agent user is created, and all necessary configurations are automatically applied.
   

The Agent’s User Record dropdown shows all the records you can choose from (if you’ve created a few already). If you select an existing user, the setup walks you through a quick check to confirm the record has the right permissions. That way, you know the agent has everything it needs to do its job properly.

7. Click Next. After a few moments, a pop window opens.. This window guides you through setting up Inbox and Einstein Activity Capture.
   
8. Click Connect Account.
   
9. Check the box to indicate you have read and understand the terms. Click Next.
   
10. Click Connect My Google Account or select the appropriate email account from the list and click continue if prompted.
    
11. Click on one of the Connect options and link your email account and calendar to Salesforce, then finish the setup.
    

After completing this step, you’re redirected to the setup experience and see confirmation that one agent user has been added.

Configure Data for Your Agent

For any agent, data is essential. It provides the context the agent needs to answer questions and complete tasks as expected. In this final step before building your agent, let’s look at how to set up a data library.

1. Download the Welo Company FAQ.
   

Why is the Company FAQ needed?

Without a knowledge source, the agent relies on general AI training. When you upload an FAQ to an Agentforce Data Library, you ground the agent in organization-specific knowledge. This ensures the agent responds accurately and on-brand in every lead conversation.

2. From the Salesforce Go Engagement Setup screen, click Go to Setup next to Configure Data for Your Agent.
   
3. Click Add Data.
   
4. Select Upload Files.
   
5. Enter the following:
   
   2. Name: Welo Customer Policies Library
      
   3. API Name: Auto-generated
      
6. Leave the description blank and click Upload Files.
   
7. Search for and select Welo Company FAQ from your computer.
   
8. Click Save.
   
9. Leave this page open until the status says Uploaded. Once it does, you can close the tab.
   

Great job! Now you are ready to build your agent.