Seamlessly qualify records and build a stronger pipeline with Agentforce for Sales. This enhancement allows your Agent to determine how strong of a fit a prospect is based on their conversation and how well they meet your Ideal Customer Profile (ICP). Qualification helps sales reps focus on high-potential deals, improving overall efficiency and conversion rates.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Sales Cloud and Einstein for Sales. Setup for agents is available on the desktop site.
When: This functionality is available on a rolling basis starting on January 6, 2025.
Why: Sellers currently spend most of their time on prospecting activities like qualification, which can consume 6–8 hours each week. This agentic qualification frees up time for your sales team to focus on direct selling activities.
How: From your Lead Gen or Lead Nurture agent’s guided config, turn on Qualification. Review the default configuration, provide your company’s Ideal Customer Profile, and start your qualifying journey
Following a web or email conversation, the Qualification Agent automatically generates and updates a record with a rating. If the record is considered Hot, the record owner will be assigned a Task to review the qualification summary and take an action.