---
schema_version: "1"
id: a2a88c105d380e41fe0043cbabb1b59eacc8fec5040a48fca9b970e12d5b2e80
title: Account Management with AI
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_mgmt_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_mgmt_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3be42e3d19be385c7c87253b4eaaa733aa5eebb8a90eba908880c790ec79881b
description: 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.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Account Management with AI

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

<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>

- **[Considerations for Agentforce Account Management](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_considerations.htm&release=264.0.0&type=5)**  
    Before you use Agentforce Account Management, keep these considerations in mind.
- **[Agentforce Account Management Overview](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_overview.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_perms.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_setup.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_components.htm&release=264.0.0&type=5)**  
    Learn about the subagents, actions, flows, and prompt templates that support Agentforce Account Management.
- **[Change the Search Provider for Agentforce Account Management](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_change_search_provider.htm&release=264.0.0&type=5)**  
    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.