Provides sales representatives with feedback on a sales pitch for an opportunity in the Proposal/Price Quote 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 | GiveOppProposalFdbk |
| Reference Action Type | Prompt Template |
| Reference Action | sales_coach_agent_impl__getProposalStageFeedback |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Setup Agentforce Sales Coach |
Sales Coach Agent: Give Feedback on Proposal/Price Quote Stage and Prompt Templates
This action calls the Get Proposal Stage Feedback prompt template. This prompt template provides Sales Coach agent with the context it needs via CRM data from the opportunity record in order to accurately analyze a sales rep’s pitch. The prompt template also includes qualification questions that are used to assess how well the sales rep understands the deal and prospect’s needs. All of this is used to generate feedback for the sales rep.
Considerations
Removing this action will break Sales Coach agent's ability to analyze sales pitches for opportunities in the Proposal/Price Quote stage.