Agentforce · Agent Builder

Diagnose Agentforce Permission Errors

Find out why an Agentforce agent is missing, hidden or failing for a user, then fix the permission sets, assignments and access settings that cause it.

96 tasks
Method

How MeshMesh does it

  1. Traces why an agent is missing from the Agentforce panel. The causes it found include an inactive BotVersion and a permission set with no agent access element.
  2. Grants agent access through a permission set by creating SetupEntityAccess records, which fixed visibility for the agents.
  3. Builds a permission set that covers the objects, fields and voice user permissions a new org needs.
  4. Works through Service Assistant errors. In the sampled case they were only partly resolved.
  5. If it makes no changes in the org, it writes step-by-step Setup instructions for the user to follow.
  6. Updates related demo documentation after the fix.

For setting up access from the start, see Configure Agent Access Permissions.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.