Prerequisites and Permissions
Required Licenses
Agentforce requires the following Salesforce licenses to be provisioned for your org. Contact your Conga Support team if any of these are missing.
Before you configure an Agentforce Sales Agent in your Salesforce org, verify that your org meets all licensing, feature flag, and permission requirements listed in this topic.
| License / Add-on | Purpose | Required? |
|---|---|---|
| Agentforce for Sales | Core entitlement to build and run Agentforce Sales Agents | Yes |
| Einstein Platform Add-on | Enables the Einstein Trust Layer and Atlas Reasoning Engine | Yes |
| Conga CPQ (latest managed package) | Provides the CPQ objects and Flows that agents will act on | Yes |
| Data Cloud (Starter or higher) | Required for agents to query unified customer data in real time | Recommended |
| Messaging for In-App and Web | Required only if deploying the agent to an external web channel | Conditional |
Required Org Settings
The following settings must be enabled in your org before you access Agent Builder. Navigate to to verify each one.
| Setting | Required State | Location in Setup |
|---|---|---|
| Einstein generative AI | Enabled | Setup → Einstein Setup → Turn On Einstein |
| Agentforce | Enabled | Setup → Agentforce → Settings |
| Einstein Trust Layer | Active | Setup → Einstein Trust Layer |
| Salesforce Flows (for CPQ actions) | Enabled | Setup → Process Automation Settings |
| Omni-Channel (if using routing) | Enabled (if routing agent handoffs) | Setup→ Omni-Channel Settings |
CPQ Administrator Permission Requirements
The Salesforce user account that will build and manage agents must have the following permissions assigned either through a Profile or Permission Set.
| Permission | Type | Notes |
|---|---|---|
| Manage Bots | User Permission | Required to create and edit agents in Agent Builder |
| Customize Application | User Permission | Required to modify org settings and deploy agents |
| View Setup and Configuration | User Permission | Required to access Setup menu items for Agentforce |
| Manage Flow | User Permission | Required to create and activate Flows used as agent Actions |
| Conga CPQ Admin | Conga Permission Set | Required to access Conga CPQ objects and configuration records |
| API Enabled | User Permission | Required for agent actions that use the Salesforce REST API |
Tip: Salesforce provides a Agentforce Admin permission set that bundles most of the above permissions. Assign this permission set to your admin user in to simplify setup.
Conga CPQ Configuration Checklist
Before creating agent Actions that interact with Conga CPQ, confirm the following Conga CPQ configurations are in place:
- The Conga CPQ managed package (version 12.x or later recommended) is installed and configured in the target org.
- At least one active Price List is associated with the relevant Products.
- Product Configuration Rules and Constraint Rules are defined and tested manually before wrapping them in agent Actions.
- Approval process records for quotes are set up and active in Salesforce Approval Processes.
- Salesforce Record-Triggered Flows or Screen Flows that you intend to expose as agent Actions have been tested end-to-end in the org.
- Conga Composer output templates (for quote PDF generation) are configured and tested independently.