---
schema_version: "1"
id: f63e58edb9ecf8d44d1d9138eda76df4df9544a71b7a9d23f61c3de0328311c6
title: Agentforce Account Management Components
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_mgmt_components.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_mgmt_components.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 280c36096e524e85fe616354d01347c9173aaaa1d2ed505c43bcca292def20bf
description: Learn about the subagents, actions, flows, and prompt templates that support Agentforce Account Management.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Agentforce Account Management Components

Learn about the subagents, actions, flows, and prompt templates that support Agentforce Account Management.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Sales or Agentforce for an Industry add-on, 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.</td></tr></tbody></table>

## 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:66.66666666666666%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11120e81">Subagent</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11120e84">Actions</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e81 ">Record Management</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e84 ">
              <ul>
                <li>Extract Fields and Values from User Input</li>

                <li>Update Record</li>

                <li>Update AI-Generated Action Item</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e81 ">Record Retrieval</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e84 ">
              <ul>
                <li>Identify Record by Name</li>

                <li>Get Record Details</li>

                <li>Get Account and Account Plan</li>

                <li>Get Activities Timeline</li>

                <li>Get Activity Details</li>

                <li>Get Related Notes</li>

                <li>Get Related Emails</li>

                <li>Get Conversation Intelligence</li>

                <li>Answer Questions with Knowledge</li>

                <li>Get Conversation Transcript</li>

                <li>Search Conversations</li>

                <li>Identify Key Contacts</li>

                <li>Query Records</li>

                <li>Search Slack</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e81 ">Sales Management Routing</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e84 ">Routes user requests to specialized subagents based on record
              type and intent. This subagent has no actions of its own.</td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e81 ">Sales Research</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e84 ">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.</td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e81 ">Slack Operations</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e84 ">
              <ul>
                <li>Identify Record by Name</li>

                <li>Look Up Slack Record Channel</li>

                <li>Send Message to Slack Channel</li>

                <li>Search Slack</li>

                <li>Summarize Slack Channel</li>

                <li>Create Slack Canvas</li>

                <li>Update Slack Canvas</li>

                <li>Share a Slack Canvas</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e81 ">Web Retrieval</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e84 ">
              <ul>
                <li>Search the Web</li>

                <li>Get Record Research</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11120e261">Legacy Subagent</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11120e264">Actions</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Legacy Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e261 ">Record Management</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e264 ">
              <ul>
                <li>Extract Fields and Values </li>

                <li>Identify Record by Name</li>

                <li>Update Record</li>

                <li>Update AI-Generated Action Item</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Legacy Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e261 ">Sales Research</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e264 ">
              <ul>
                <li>Get Conversation Intelligence</li>

                <li>Get Related Emails </li>

                <li>Search the Web </li>

                <li>Get Activities Timeline</li>

                <li>Get Related Notes</li>

                <li>Get Account and Account Plan</li>

                <li>Identify Record by Name</li>

                <li>Query Records</li>

                <li>Answer Questions with Knowledge</li>

                <li>Get Record Research</li>

                <li>Get Activity Details</li>

                <li>Get Record Details</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Legacy Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e261 ">Slack Operations</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d11120e264 ">
              <ul>
                <li>Update a Slack Canvas</li>

                <li>Look Up a Salesforce Channel in Slack</li>

                <li>Send Message to a Slack Channel</li>

                <li>Create a Slack Canvas</li>

                <li>Summarize a Slack Channel</li>

                <li>Share a Slack Canvas</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## 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.

#### See Also

- [Automate Your Business Processes with Salesforce Flow](https://help.salesforce.com/s/articleView?id=platform.automate_with_salesforce_flow.htm&language=en_US)
- [Standard Agent Action Reference](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&language=en_US)
- [Standard Prompt Templates](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_standard_prompt_templates.htm&language=en_US)