--- schema_version: "1" id: cc01d17d6a6acfd3257a8d5d4d486b0c7686af070ee03ce9a286a56e29ac2c6c title: Agentforce (Default) for Sales Setup collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/einstein_copilot_for_sales.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.einstein_copilot_for_sales.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e22cdc4905927f45516192d5e92d96206359ba8691269102edcc031b929aa539 description: Agentforce (Default) subagents and actions related to sales are designed to help sellers effectively manage deals, handle deal closures, explore conversations, stay on top of customer communication, and forecast sales revenue. Each action is mapped to one or more subagents. products: - Sales Cloud - Agentforce release: "264" --- # Agentforce (Default) for Sales Setup Agentforce (Default) subagents and actions related to sales are designed to help sellers effectively manage deals, handle deal closures, explore conversations, stay on top of customer communication, and forecast sales revenue. Each action is mapped to one or more subagents. ### Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales add-on

User Permissions Needed
To set up Sales actions:	Manage Agentforce Default Agent OR Customize Application OR Modify Metadata

User Permissions Needed

To set up Sales actions:

Manage Agentforce Default Agent

Customize Application

Modify Metadata

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_tip.png) Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

SUBAGENT	action	Functionality	Additional user permissions needed	Prerequisite features	notes
Close Deals	Create Close Plan	Create Close Plan helps reps achieve their quotas by providing AI-generated plans that include advice and steps for closing deals. Close plans include data from records related to a specific opportunity, so the steps are personalized to the customer and the rep’s sales process.	Close Plan	Einstein Generative AI Agentforce (Default) Einstein Activity Capture
Close Deals	Get Product Pricing	Get Product Pricing shows the pricing information for a product, including relevant historical data from previous deals involving the same product.	Get Product Pricing	Einstein Generative AI Agentforce (Default)
Conversation Explorer	Explore Conversation	Explore Conversation answers a user’s questions about a voice or video call based on the call transcript. For example, if the user enters “What was the customer sentiment on the call?” in the Agentforce panel, the agent delivers an answer based on the customer’s language in the call transcript.	Einstein Sales Call Explorer	Einstein Generative AI Agentforce (Default) Einstein Conversation Insights (ECI)	Required setup The Explore Conversation agent can’t answer a user's question about a voice call that’s identified by name.
Communicate with Customers	Meeting Follow-Up Email	Einstein Meeting Follow-Up Email saves reps time by producing AI-generated emails based on customer calls. Meeting Follow-Up Email incorporates crucial meeting details into personalized emails and other communications that help reps reengage customers quickly after a call. This feature is available through the Draft or Revise Sales Email agent. When a user asks the agent to draft a meeting follow-up email and the user has access to Meeting Follow-Up Emails with Agentforce (Default), the agent uses the internal-only Meeting Follow-Up Sales Email prompt template to compose the email.	Meeting Follow-Up Email	Einstein Generative AI Agentforce (Default) Einstein Conversation Insights (ECI)	Enable ECI in Setup from the General Settings page. With ECI enabled, the agent generates a personalized email based on the last voice or video call. If the ECI feature isn’t enabled, the agent creates a sales email, using a template, without having any information related to the last call.
Communicate with Customers	Send Meeting Request	Send Meeting Request generates a draft of a sales meeting request. The draft can include three time slots for a meeting and a link to the sender’s calendar.	Send Meeting Request	Einstein Generative AI Agentforce (Default) Inbox Availability	Enable Make Inbox Availabile to Users in Setup from the Salesforce Inbox page.
Forecast Sales Revenue	Get Forecast Guidance	Forecast Guidance gives sales managers clear insight into how their sales reps are performing. When users ask how a specific sales rep is doing, the agent calculates how that rep is tracking to meet their quota and identifies any risky deals.	Forecast Guidance User	Einstein Generative AI Agentforce (Default) Salesforce Forecasting	Set Up Salesforce Forecasting
Manage Deals	Add Record to Cadence	Add Record to Cadence adds prospects to cadences.	NA	Einstein Generative AI Agentforce (Default) Sales Engagement	Enable and configure the Sales Engagement feature in Setup from the Automate tab of the Sales Engagement Settings page.
	Create a Label	Create a Label creates custom labels that can be used to organize and retrieve records easily.	NA	Einstein Generative AI Agentforce (Default)
	Create a To-Do	Create a To-Do creates tasks for pending actions and follow-ups.	NA	Einstein Generative AI Agentforce (Default)
	Find Contact Interactions	Find Contact Interactions identifies deals or account that a specific contact has influenced.	Review Buying Committee	Einstein Generative AI Agentforce (Default)
	Find Similar Opportunities	Find Similar Opportunities searches for and returns a list of opportunities that are similar to, but not duplicates of, a specified Salesforce opportunity. The agent returns An explanation of the similarities is with each opportunity record.	NA	Einstein Generative AI Agentforce (Default)	Requires users to have Read permission on Opportunities.
	Identify Contact Role	Identify Contact Role assesses how a contact affects the outcome of a deal, initiative, or account.	Review Buying Committee	Einstein Generative AI Agentforce (Default)
	Identify Key Contacts	Identify Key Contacts identifies key contacts associated with an account or opportunity.	Review Buying Committee	Einstein Generative AI Agentforce (Default)
	Label a Record	Label a Record applies custom labels to a record. By labeling records, sales reps can effortlessly organize them into groups, making it easier to manage, find, and access them efficiently.	NA	Einstein Generative AI Agentforce (Default)
	Log a Call	Log a Call creates a task to log a call with the customer. Add details such as the date, time, and purpose so you can easily find the call later on.	NA	Einstein Generative AI Agentforce (Default)
	Prioritize Opportunities	Prioritize Opportunities identifies a rep’s top sales opportunities and ranks them in order of priority based on specific instructions provided by the user or available opportunity data. An explanation for each opportunity’s rank is also returned.	NA	Einstein Generative AI Agentforce (Default)	Requires users to have Read permission on Opportunities.
	Review My Day	Review My Day helps sales reps stay on top of their day, with a view of their pending tasks, meetings, leads, opportunities, and track sales quota.	NA	Einstein Generative AI Agentforce (Default) Einstein Activity Capture	Enable Einstein Activity Capture in Setup from the Settings page. This feature is optional. If this feature is turned on, the events listed include the events that are recorded in third-party integrations like Outlook and Gmail.
Prospect	Find Past Collaborators	Find Past Collaborators leverages EAC insights to identify individuals who have worked with important stakeholders in previous deals.	NA	Einstein Generative AI Agentforce (Default) Premium Einstein Activity Capture

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_note.png) Note Sales Summaries and Sales Email are included in the Single Record Summary and General CRM subagents, respectively. Summaries of accounts, contacts, leads, and opportunities are available with Agentforce (Default) through the Summarize Record action, with the Sales Summaries User permission set. #### See Also - [Set Up Agents](https://help.salesforce.com/articleView?id=ai.copilot_setup.htm&type=5&language=en_US) - [Standard Prompt Templates](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_standard_prompt_templates.htm&type=5&language=en_US) - [Enable Einstein Generative AI](https://help.salesforce.com/articleView?id=ai.generative_ai_enable.htm&type=5&language=en_US) - [Manage Permission Set Assignments](https://help.salesforce.com/articleView?id=platform.perm_sets_manage_assignments.htm&type=5&language=en_US)