Use Agentforce Account Management to conduct deep research on accounts, build strategic positioning statements, and prepare for sales team meetings. Create comprehensive briefings with company demographics, business priorities, key performance indicators (KPIs), industry trends, and more to anchor your entire sales strategy. When you save time with Agentforce Account Management, you can focus more on what really matters: building strong relationships with customers.
Where: This feature is available in Lightning Experience in Enterprise, Performance, and Unlimited editions with Foundations and the Agentforce for Sales or Agentforce for an Industry add-on license, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.
When: Agentforce Account Management became available on a rolling basis starting January 5, 2026.
How: From the gear icon, select Salesforce Go. On the Salesforce Go Home page, search for Agentforce for Sales. Turn on Account Management and complete the steps.