Exercise 1 - Turn On Prospecting and Set Up Access

After completing this exercise, you'll be able to:

• Turn on Agentforce and Prospecting in your sandbox.
• Give builders and reps the right access.
• Find the Prospects tab where recommendations appear.

Step 1: Turn On Agentforce

1. Select Setup (⚙️), then search for and select Salesforce Go.
2. Select Agentforce for Sales.
3. Under Turn on Agentforce, switch the toggle to On.
4. Select Turn on Agentforce Studio to confirm.

TIP: What happens next. After Agentforce is on, more setup steps appear on this page. You select your agent's primary role and complete the required steps, and then you build the agent.

Step 2: Turn On Prospecting

1. On the same Agentforce for Sales page, scroll down to the Prospecting section.
2. Switch the toggle to On. Salesforce sets up the required features for you.

TIP: Turn Prospecting on once, and leave it on. Don't turn Prospecting off and back on. There's a known issue: turning it back on can fail with "We couldn't turn on this feature," and Salesforce Support has to fix it. If something looks wrong, ask an expert before you touch the toggle.

TIP: Optional items on this page. Build and Manage Agent is labeled Optional, but it's where you create your agent in Exercise 2. Gong and Einstein Conversation Insights also appear further down. Skip them for this workshop (see the Exercise 0 note on Einstein Conversation Insights).

Step 3: Give Users Access

1. Next to Manage User Access, select Manage.

The Manage Prospecting User Access screen opens. Each tab is a permission set.

2. Select a permission set tab, select the users who need it, and select Assign. Use this table to decide who gets what:

Permission Set	Who Gets It	What It Allows
Sales Agentic Prospecting Manager	Your builder (admin, Sales Ops)	Create and configure the agent: sources, criteria, routing, and settings
Sales Agentic Prospecting	Reps and SDRs who work the prospects	View, approve, and reject recommended prospects
ZoomInfo Prospecting Access	The builder who connects ZoomInfo	Sign in to ZoomInfo from the agent builder

TIP: Assign yourself both. Assign Sales Agentic Prospecting Manager and Sales Agentic Prospecting to your builder user, so you can build the agent and also see the prospects it finds. On this screen, the Manager permission set may appear as ProspectingAgentsManager. Check the Available vs. Assigned license counts before you assign more users, so you don't run out.

Step 4: Assign the ZoomInfo Permission Set (Optional)

Skip this step if you're not connecting ZoomInfo today. You can assign it later, before you connect ZoomInfo.

If you are connecting ZoomInfo, your builder needs the ZoomInfo Prospecting Access permission set before signing in to ZoomInfo from the agent builder. Without it, sign-in fails with an authentication error. If it isn't on the Manage screen, assign it from the user record:

1. In Setup, search for Users and open your builder's user record.
2. Scroll to Permission Set Assignments and select Edit Assignments.
3. Add ZoomInfo Prospecting Access, and select Save.

Step 5: Add the Prospects Tab

1. In Setup, search for App Manager.
2. Next to your sales app (for example, Sales), select Edit.
3. Select Navigation Items, add Prospects, and select Save.

TIP: Tab not showing? Caching can delay it. Add /lightning/page/prospecting to the end of your org's URL to open the Prospects page directly.

Agentforce and Prospecting are on. Your builder has the Manager and Prospecting permission sets. You can open the Prospects tab.

This completes Exercise 1.