Quickly catch up on deal activity and identify blockers without searching through emails or call transcripts. Use AI to get instant deal overviews, summarize recent meetings, and prepare for follow-up actions with suggested buttons or your own questions.
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. |
| User Permissions Needed | |
|---|---|
| To generate AI deal information: | Agentforce Account Management |
To generate deal information, open the side panel and click any of these buttons.
- Deal Summary: Get a comprehensive overview of the deal, including customer goals, pain points, and key players.
- Last Interaction: Summarize key takeaways, customer sentiment, and important points from your most recent meeting or conversation.
- Deal Strategy: Identify potential blockers, objections, or negative shifts in sentiment that could impact the deal.
Review the AI-generated response in the Agentforce panel. Responses are synthesized from your opportunity data, call transcripts, and email history for grounded, relevant answers. You can also ask the agent questions in the Agentforce panel to dig into deal details or plan your follow-up actions.