Configure your prospecting agent to run automatically at a time that works for your team. Set the day, time, and how often your agent runs. Your reps get a fresh set of prospects waiting for them at the start of the day, without anyone kicking off a run manually.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or in Agentforce 1 Sales and Industry Editions where included. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access actions.
When: This change is available starting in mid-August.
How: Create a prospecting agent or edit an existing one. In the Assign Prospects page, select Distribute equally amongst sales reps. Then enter the maximum number of open prospects for each rep, select how often the agent runs, and the day and time of each run.