Considerations for Agentforce Account Management

Agent Template

Agentforce Account Management uses the Sales Agent template, and it inherits the same supported functionality, usage, limitations, allowances, limits, and other issues. See Considerations for Agentforce Sales Management.

Consumption Billing

• When users have the Unmetered User Based AI permission assigned, Agentforce Account Management billing is unmetered. To make sure that billing is unmetered, confirm that the Unmetered User Based AI permission set is granted System Permissions. And, assign this permission to all agents and users who use the feature.
• When users don’t have the Unmetered User Based AI permission assigned, Agentforce Account Management consumes Flex credits.

Account Research, Summaries, and Insights

• To generate accurate summaries and insights, make sure that standard account fields, such as Type, Industry, Revenue, and Employees, contain data.
• To generate insights from voice and video calls, turn on Einstein Conversation Insights. The agent analyzes the most recent voice and video calls from the last 30 days that are longer than 5 minutes.
• To analyze and summarize emails, turn on Einstein Activity Capture. The agent analyzes the 25 most recent emails from the last 30 days.
• The agent uses content notes created in the last 30 days to inform its responses.
• Research, summaries, and other content that the agent generates in the Agentforce panel aren’t saved in Salesforce.
• If the Account or Account Plan object has field-level security, the agent user automatically has permission to access standard fields on these objects.
• If you want the agent to use data in a custom field, assign the agent user permission to access the custom field.
• The agent-generated content that a user can view depends on the user’s access to the data sources used to generate the content.

Account Field Updates

• You can’t modify the Suggest Field Update prompt template, but you can customize the output instructions for each field.
• Field update notifications aren’t available in Slack for Account Management.

Limits

• Agentforce Account Management doesn’t fully support account hierarchies.
• Agentforce Account Management doesn’t fully support person accounts.
• Agentforce Account Management doesn’t use custom objects as agent activity sources.
• The Sales agent uses only emails that are stored as EmailMessage records. Emails that aren’t EmailMessage records don’t inform the agent’s responses.