I'm trying to understand the purpose of "Permission Sets with Agent Access" under the Agent Access tab.
In my setup, I have:
- Granted Account object permissions (View All, Modify All, Create, Edit, and Delete).
- Assigned the permission set to the user.
- Added the permission set under Permission Sets with Agent Access.
- Assigned the Agentforce Agent Access permission set as well.
However, when I ask the agent to perform CRUD operations or retrieve Account information, the agent is still not behaving as expected.
Could someone explain what exactly Permission Sets with Agent Access controls? Does it only grant access to use the agent, or are there additional permissions, sharing settings, or configurations required for the agent to access and work with Salesforce records?
I'm trying to understand if I'm missing a configuration step or misunderstanding how Agent Access permissions work.
#Trailhead Challenges #Agentforce
Manoj Nambirajan (Dell Technologies) 
Forum Ambassador
@Parthsinh Rajavat Permission Sets with Agent Access
is the right place to grant CRUD access to the required salesforce object.
BUT for agent to do such work.. we need actions to be defined for the agent .. within Agentbuilder.. like query record actions or so..
below link is an example
https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&language=en_US&type=5
