Agentforce Account Management Components

Subagents and Actions

Subagents and actions determine what your agent can do. Your Sales agent includes subagents for both Account Management and Pipeline Management.

These subagents are used for Account Management. Don't remove the Sales Management Routing and Record Retrieval subagents.

Subagent	Actions
Record Management	Extract Fields and Values from User Input Update Record Update AI-Generated Action Item
Record Retrieval	Identify Record by Name Get Record Details Get Account and Account Plan Get Activities Timeline Get Activity Details Get Related Notes Get Related Emails Get Conversation Intelligence Answer Questions with Knowledge Get Conversation Transcript Search Conversations Identify Key Contacts Query Records Search Slack
Sales Management Routing	Routes user requests to specialized subagents based on record type and intent. This subagent has no actions of its own.
Sales Research	Researches and synthesizes information about an account or lead based on user input. This subagent delegates to other subagents and has no actions of its own.
Slack Operations	Identify Record by Name Look Up Slack Record Channel Send Message to Slack Channel Search Slack Summarize Slack Channel Create Slack Canvas Update Slack Canvas Share a Slack Canvas
Web Retrieval	Search the Web Get Record Research

Agents created from the Sales Agent template in the legacy Agentforce Builder in Setup use a different set of subagents and actions.

Legacy Subagent	Actions
Record Management	Extract Fields and Values Identify Record by Name Update Record Update AI-Generated Action Item
Sales Research	Get Conversation Intelligence Get Related Emails Search the Web Get Activities Timeline Get Related Notes Get Account and Account Plan Identify Record by Name Query Records Answer Questions with Knowledge Get Record Research Get Activity Details Get Record Details
Slack Operations	Update a Slack Canvas Look Up a Salesforce Channel in Slack Send Message to a Slack Channel Create a Slack Canvas Summarize a Slack Channel Share a Slack Canvas

Flows

When you turn on Agentforce Account Management, these flows are activated. The flows retrieve data and send information to prompt templates for processing. You can customize the flows for the specific needs of your business.

Flow	Usage
Get Account and Account Plan	Gets the latest active account plan created in the last year and owned by the current user for the account ID passed into the flow.
Get Account Grounding Data	Gets video call, voice call, content note, and email details for an account or its related opportunities, and sends the details to the associated prompt template as prompt instructions.
Get Content Notes for Record	Gets the latest related content note records and note body text associated with the account or lead record passed into the flow.
Get Conversation Intelligence	Retrieves insights, teachable moments, and conversation trends from the latest video or voice call record that’s related to the record passed into the flow.
Get Record Research	Retrieves AI-generated research records for the account or lead passed into the flow.

Prompt Templates

Agentforce Account Management includes the Record Research prompt template, which comes with preconfigured research prompts. You can also copy and customize the Record Research prompt template.

If you turn on automated field updates, Agentforce Account Management also includes the Suggest Field Update prompt template. You can't modify this template, but you can customize the instructions when you're setting up the fields to refine your agent's suggestions.