This agent action provides a sales representative with feedback on a sales pitch for an opportunity.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions |
| User Permissions Needed | |
|---|---|
| To use Agentforce Sales Coach: | Use Agentforce Sales Coach |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | GiveOppNeedsAnalysisFdbk |
| Reference Action Type | Prompt Template |
| Reference Action | sales_coach_agent_impl__getNeedsAnalysisFeedback |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Setup Agentforce Sales Coach |
Sales Coach Agent: Give Feedback on Needs Analysis Stage and Prompt Templates
This action calls the Get Needs Analysis Stage Feedback prompt template. To analyze a sales rep’s pitch, the template provides the Sales Coach agent with CRM data from the user and the opportunity record. The template also includes questions to assess how well the sales rep understands the deal and prospect’s needs. The information is then used to generate feedback for the sales rep.
Considerations
If you remove this action, Sales Coach agent can’t analyze sales pitches for opportunities in the Needs Analysis stage.