Use AI features for sales agreements, such as answering questions, summarizing performance, setting up appointments, writing emails, and creating to-do lists. Get AI-generated asset summaries and reviews of service and telematics data, and handle asset service actions such as generating quotes and drafting emails.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
To identify the licenses in your Salesforce org, contact support or your Account Executive.
Agentforce Features
Leverage these actions and topics for your routine sales agreements, asset service, and inventory management tasks.
| Agent | Topics | Actions |
|---|---|---|
| Sales Planning | Sales Agreement Management | Summarize Sales Agreement Performance |
| Sales Agreements Bulk Update | Get Attribute Details | |
| Perform Bulk Update for Sales Agreement Metrics | ||
| Asset Service Management | Asset Service Estimation | Summarize Asset Telematics and Services Data |
| Get Price Books | ||
| Create Service Quote | ||
| Get Products | ||
| Get Asset Warranties | ||
| Asset Service Work Order Management | Create Service Work Order | |
| Get Service Quote | ||
| Inventory Management | Inventory Management | Get Search Criteria And Results |
For more information, see Agent Templates in Manufacturing Cloud.
Einstein Generative AI Features
Use these prompts to get quick insights on various asset and sales agreement use cases with the help of Einstein generative AI.
| Prompt | Usage |
|---|---|
| Analyze Sales Agreement Deviations | Find proposal solutions with a summary comparing planned to actual sales. Use agreement performance analysis to identify and discuss underperforming products with partners and customers. |
| Summarize Asset Services | Understand an asset's service history and condition with a summary. Find issues and make troubleshooting easier. Additionally, efficiently manage cases and work orders based on priority. |
| Summarize Asset Telematics and Services Data | Get a summary of your asset's performance, service, and telematics data. Analyze an asset's real-time health, optimize maintenance schedules, and identify issues. |
For more information, see Prompt Templates for Manufacturing.