Select Additional Users for Prospecting

Instruct your agent to prospect on accounts owned by non-prospecting users and assign the prospects from those accounts to prospecting users.

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 modify an existing one. In the Assign Prospects page, go to Advanced Prospecting Settings and select the non-prospecting users whose accounts the agent will research. Then in the Route Prospects from Unassigned Accounts section, select the prospecting users who should receive the prospects from those accounts.