Agentforce · Agentforce Coworker52 tasks
Quickstart Agentforce Coworker
Get Agentforce Coworker switched on in an org, with the right licenses and permission sets assigned so admins and end users can use it.
Method
How MeshMesh does it
- Turns on Coworker in the org. In one task the toggle and checkbox clicks only worked when MeshMesh used screen coordinates.
- Assigns user access to admins and end users, often with Permission Set Groups. Assigning that access does not always go smoothly.
- Works through setup and permission issues when the agent will not come up. In one task, Data 360 provisioning blocked the agent creation step.
- Fixes empty Coworker answers. For example, it assigned a technician to Service Appointments and reworded the demo prompts to name the objects to search.
- For demos, it configures the supporting features, such as Conversation Insights permissions and settings for an in-person meeting demo, and writes a talk track. It enables Coworker for mobile with a custom permission set and works around Setup and metadata gaps through the UI.
- Saves a reusable recipe with placeholders for the next setup.
When setup stalls, the next capability is Diagnose Agentforce Coworker Setup.
Agentforce Coworker