Lead Generation for Agentforce Service Agent

Expand your Agentforce Service Agent’s scope to autonomously increase your team’s lead pipeline by capturing leads from your website or messaging channel. With the lead generation subagents and actions, customers gain access to an agent on your website that answers questions, captures the necessary data to generate leads, and quickly schedules a meeting with a sales rep.

Required Editions

View supported editions.

Lead Generation for Agentforce Service Agent includes these subagents, actions, and flows.

Subagents:

Sales Record Creation—Instructs the agent to generate Salesforce records. By default, it creates lead records, but you can configure the subagent to create contacts and person accounts instead.
Prospect Meeting Scheduling—Instructs the agent to send a calendar meeting link to the prospect.

Actions: Get Record Fields, Create a Sales Lead Record, Create a Sales Contact Record, Create a Sales Person Account Record, and Return Calendar Link.

Flows: Create a Sales Lead Record, Create a Sales Contact Record, and Create a Sales Person Account Record.

Set Up Agentforce Service Agent for Lead Generation
Expand your Agentforce Service Agent’s scope to autonomously capture leads from your website or messaging channel. The lead generation subagents and actions capture the necessary data to generate leads and schedule a meeting with a sales rep.
Configure the Sales Record Creation Subagent to Generate Sales Contacts or Person Accounts
By default, the Sales Record Creation subagent includes the Create Sales Leads action. You can change the topic to generate contacts or person accounts instead.
Considerations for Agentforce Service Agent Lead Generation
When enabling your Agentforce Service Agent to generate leads, keep these considerations in mind.