Set Up Forecasting Agent

Transform your forecasting process into an intelligent, automated, and agent-guided conversational workflow to help sales teams achieve accurate forecast numbers.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Agentforce for Sales add-on and in Agentforce 1 Edition.

Turn On Forecasting Agent
Help your sales team close quota gaps and accelerate submissions with AI-guided weekly forecasting.
Grant Sales Users Access to Forecasting Agent
To use Forecasting Agent, assign the SalesManagementUserPsg permission set group to your sales users.
Turn On Weekly Forecast Digests on Slack
Keep your team informed in their flow of work by automatically sending weekly forecast summaries to users on Slack.