Build Your First Agentforce Quoting Agent

Hi @Elizabeth Meyer

To resolve this Trailhead error, you must explicitly enable your active agent within the Agentforce User permission set. Simply assigning the permission set to yourself is not enough; you must also configure the Agent Access section within that set.

Follow these specific steps to grant access:

1. Open the Permission Set:
   • Go to Setup > Permission Sets.
   • Click on the Agentforce User permission set you created for this challenge.
2. Enable Agent Access:
   • In the Apps section of the permission set overview, scroll down and click Agent Access.
   • Click Edit.
   • Find the Quoting Agent (or the specific agent name you created) in the "Available Agents" list.
   • Click the Add arrow to move it to the Enabled Agents column.
   • Click Save.
3. Final Verification:
   • Click Manage Assignments to double-check that your name (the system administrator) is listed as an assigned user for this permission set.
   • Pro-tip: Go to Setup > Agentforce Agents and ensure your agent is in an Active status. If it is in "Draft," the permission set cannot see it correctly. 

Common Pitfall: If you have multiple agents with the same name from previous attempts, the Trailhead check may fail. Ensure you only have one agent named "Quoting Agent" (or the exact name required by the challenge) and that it is the one enabled in your permission set.