Scale operations and increase productivity with Agentforce for Manufacturing. New AI-driven capabilities support sales, service estimation, and proactive maintenance. Users can streamline product searches, quote creation, entitlement handling, and pricing calculations, while the agent reduces manual effort and ensures a more accurate outcome.
Important This feature uses Einstein Generative AI and may consume Einstein Requests or Flex
Credits or Customer Data Cloud Requests. Einstein Generative AI Features and Data Cloud are
provided on a separate infrastructure with different security protections and physical hosting
locations than the Services. See Salesforce Trust and Compliance Documentation.
- Accelerate Sales Tasks with Industries Sales Concierge
Empower your sales representatives with AI-driven conversational guidance and actionable insights to work faster and smarter, completing key sales tasks efficiently. Using the Industries Sales Concierge topic, sales reps can search for products and parts with conversational queries, retrieve pricing from the standard price book, and find relevant distributors who sell the chosen products or accessories. The agent helps reps pursue sales conversations with out‑of‑the‑box actions for opportunity and quote creation, initiate trade‑in requests for existing assets, generate appraisal records, and draft emails. - Efficiently Manage Coverages for Proactive Customer Service
Improve proactive customer service by using the enhanced features of the Asset Service Estimation agent topics as part of the Asset Service Management agent. Efficiently select price books for a chosen service work type, the relevant products and their quantities. Choose to specify a different coverage for each product and simplify the process of incorporating asset warranties, entitlements, or service contracts. Create a more enriched quote with the specific discount details for each selected product. Create work orders with an asset’s account ID and with the asset name and work type name in the subject. - Upsell and Cross-Sell Products for Service with Agentforce
Use Agentforce to empower every technician and service rep, regardless of their expertise, to identify and propose upgrades or add-ons for specific assets or recommend new products during customer interactions. The agent navigates users through product discovery, clarifies user intent for accuracy, and identifies the most relevant product options based on customer needs. It then helps generate quotes for selected products and capture quote approval.