---
schema_version: "1"
id: b856aa3183152d41fc78dc54d56fcf3842a96ddc24c10edabb663db38c074f16
title: Agentforce for Sales Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_genai_sales_planning_agentforce_pointer.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_genai_sales_planning_agentforce_pointer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c12f4a69d4d4083afda009c6bf56451374b6a701688a4378e2f564513cdd2c34
description: Helps your sales team plan more effectively and operate efficiently. The Sales Planning agent can answer questions about your sales agreements, generate performance summaries, and assist with related actions such as setting up visits or drafting emails. The agent can also perform bulk updates on sales agreements, and update records based on related data. In Program Based Business, use the agent to quickly convert the manufacturing program component forecast fact records to opportunities.
products:
  - Automotive
release: "264"
---
# Agentforce for Sales Planning

Helps your sales team plan more effectively and operate efficiently. The Sales Planning agent can answer questions about your sales agreements, generate performance summaries, and assist with related actions such as setting up visits or drafting emails. The agent can also perform bulk updates on sales agreements, and update records based on related data. In Program Based Business, use the agent to quickly convert the manufacturing program component forecast fact records to opportunities.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.</td></tr></tbody></table>

For more details and the setup steps, see [Agentforce for Sales Planning](https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_sales_planning_agent.htm&type=5&language=en_US).