Anchor your entire sales strategy with the help of generative AI. When you turn on
Account Management, the Sales agent helps sales reps research accounts, build briefings on
business priorities and industry trends, prepare for meetings, and keep key account fields up to
date. Reps spend less time managing accounts and more time building customer
relationships.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer 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.
|
- Considerations for Agentforce Account Management
Before you use Agentforce Account Management, keep these considerations in mind.
- Agentforce Account Management Overview
Learn how Agentforce Account Management helps sales teams to research accounts, identify strategic opportunities, and keep account fields up to date.
- Agentforce Account Management Permissions
You use permission set groups to assign permissions to an AI agent or to an individual user. The Salesforce access controls that you put in place, such as licenses, permissions, and sharing settings, determine what each type of user can access.
- Set Up Agentforce Account Management
Set up Agentforce Account Management so your sales team can research accounts, plan strategy, and keep account fields up to date.
- Agentforce Account Management Components
Learn about the subagents, actions, flows, and prompt templates that support Agentforce Account Management.
- Change the Search Provider for Agentforce Account Management
Agentforce Account Management uses a default search provider for the Search The Web action to retrieve web data for account research. To optimize search quality and data recency for your accounts, change the search provider to one of your choices. Your agent uses the selected search provider for all web research requests, including interactions in Slack.
