Agent permissions for Digital and AI for Salesforce Service Cloud
Assign the following permissions for the agents to use Salesforce Einstein’s Next Best Action during chat and email interactions:
- Conversation > Communication > Blindtransfer
- Conversation > Message > Create
- Conversation > Message > View
- Conversation > Participant > Wrapup
- Conversation > Webmessaging > Create
- Conversation > Webmessaging > View
- Directory > User > View
- Externalcontacts > Contact > View
- Routing > Queue > Search
To use canned responses, assign these permissions additionally:
- Responses > Library > View
- Responses > Response > View