This agent action provides a sales representative with feedback on a sales pitch for an opportunity in the Negotiation and Review stage.
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 | GiveOppNegotiationFdbk |
| Reference Action Type | Prompt Template |
| Reference Action | sales_coach_agent_impl__getNegotiationFeedback |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Setup Agentforce Sales Coach |
Sales Coach Agent: Give Feedback on Give Feedback on Negotiation/Review Stage and Prompt Templates
This action calls the Get Negotiation/Review Stage Feedback prompt template. To represent the customer in a role play session, 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 the role play session for opportunities in the Negotiation/Review stage.