Create a User Record for Your Agent

Before you create a user record for your agent, you first need to grant yourself the ability to manage and use the SDR Agent.

Grant Users Access to the Agent

There are additional permission sets that grant access to configure and use the agent.

1. In the SDR Agent | Inbound Nurturing setup area within Salesforce Go, click Manage next to Manage User Access.
   

2. This opens the Manage SDR Agent | Inbound Nurturing User Access page. The Configure Agentforce SDR Agent tab is currently selected. Click the Recently Viewed dropdown and select All Users.
   
3. From the list, check the box next to YOUR NAME.
   

4. Click Assign. You have now granted yourself the ability to configure the agent.
   
5. Click the Use Agentforce SDR Agent tab.
   
6. Click the Recently Viewed dropdown and select All Users.
   
7. From the list, check the box next to YOUR NAME.
   

8. Click Assign. You have now granted yourself the ability to use the agent. You have already been pre-assigned the Data Cloud Admin permission set, so you do not need to worry about assigning that permission to yourself now.
   
9. Click Done.
   

Create an SDR Agent User

Your SDR agent operates as a user in Salesforce, with the same reporting, record keeping, and management as other users. To make this happen, you need to create a specific type of user and assign the appropriate permissions.

Add an SDR Agent User

1. From Setup in the Quick Find box, type Users.
   
2. Click Users and then click New User.
   

3. A new tab opens allowing you to create a new user. Populate new user fields as follows:
   
   • First Name: SDR
   • Last Name: Agent
   • Alias: auto-populates
     
   • Email: Enter your email address
     
   • Username: sdr + <your initials> + <today’s date> + <your favorite color> + @thsdr.com
     The username must be unique.
     
   • Nickname auto-populates
     
   • Company: Acme
   • User License: Einstein Agent
     
   • Profile: Einstein Agent User
     

3. Click Save. Your agent’s user record has been created.
   

Assign the Required Permission Set to the SDR Agent User

1. In the Quick Find box, type Permission Sets. Note: Permission Sets may be visible from your previous search of Users, if so, you can skip this step.
   
2. Click Permission Sets and from the list find and click Agentforce SDR agent.
   
3. Click Manage Assignments.
   

4. Click Add Assignments.
   
5. Check the box next to SDR Agent (do not assign this to yourself), click Next, click Assign, and click Done.
   

Configure Einstein Activity Capture

1. In the Quick Find box, type Einstein Activity Capture.
   
2. Click Settings under the Einstein Activity Capture heading.
   

3. An Einstein Activity Capture tab opens, allowing you to configure and set up the syncing of sales reps’ emails and calendars with Salesforce. Click Add Contact and Event Sync.
   

4. Leave Google G Suite selected and click Next.
   
5. Select User Level and click Next.
   
6. In the Name field, enter: SDR Agent Config.
   
7. Leave the description field blank, and click Next. Note: These steps are for the purposes of this exercise. If setting this up in your environment, adjust these settings to fit your company’s goals and expectations.
   
8. Leave the Review Sync Settings as is, and click Next.
   
9. Leave Advanced Settings as is, and click Next.
   
10. On the Add Users and Profiles screen, move SDR Agent from Available to Selected, and click Next.
    

11. Click Finish. You have now configured Einstein Activity Capture to work with Google G Suite.
    

Great job! Now you have Agentforce for Sales Development enabled in your playground. And you’ve created a user and granted the correct permissions to allow that user to create your first SDR agent. In the next step, we configure, activate, and test out your first agent.