I've seen this error in other posts in the community but haven't seen a resolve, any ideas?
This is on module -
Enable Sales Coaching in Agentforce
7 respuestas
Hi @Jen Reeves - that error almost always means the “Use Sales Coach Agent” permission set ended up on the wrong user (usually the built-in Sales Coach Agent service user), or isn’t on your user at all. The Trailhead checker only looks for it on your user. Here’s a quick checklist to get you past this step:
- Assign the permission set to your user
- Go to Setup → Permission Sets
- Click Use Sales Coach Agent
- Hit Manage Assignments → Add Assignments
- Find your own user record (not the Sales Coach Agent user), check it, and save.
- Verify your user has the right license
- Open your user record in Setup.
- Make sure the Permission Set License (PSL) for Agentforce (or the one the package requires) is assigned. If it isn’t, click Edit on your user and pick the correct PSL.
- Remove it from the service user (if you’ve already accidentally assigned it there)
- Back in Manage Assignments for that permission set, you can unassign the Sales Coach Agent user so there’s no confusion.
- Re-run the challenge check
- Jump back into Trailhead and click Check Step. It should now detect the permission set on your user and mark the step complete.
- Assign the permission set to your user