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Generate Prospects From an Account

Generate prospects from a specific account and assign them to a sales rep with Agentforce Prospecting.

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 in Agentforce 1 Sales and Industry Editions where included. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access actions.
User Permissions Needed
To generate prospects from an account: Sales Agentic Prospecting

Before you begin: Turn on Agentforce Prospecting

  1. Open the account page in Salesforce you want the agent to generate prospects from.
  2. In the dropdown, select Generate Prospects from Account.
    Dropdown menu on Salesforce account page
  3. Select the Prospecting Agent to generate the prospects.
  4. Assign the prospects to a licensed sales rep and enter the maximum number of prospects to generate.
  5. Click Generate.
    When the process is complete, you receive a notification regarding the number of prospects generated.