Use the Prospecting dashboard to review agent-generated summaries and recommendations for each prospect, then approve or reject generated prospects.
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 manage agent-generated prospects: |
Sales Agentic Prospecting permission set OR Prospecting Agents Manager permission set group |
- Click the Prospecting tab to view the Prospecting dashboard. If the Prospecting tab isn’t visible, from the App Launcher, enter Prospecting in the search box, and then select Prospecting.
- Click Review to view the agent-generated summary.
-
Manage the generated prospects with the action icons or click either
Approve or Reject in the agent-generated
summary panel.
Option Result Approve Approve the prospect. Approve and add to cadence Approve the prospect and assign it to a Sales Engagement Cadence. Approve and assign to agent Approve the prospect and assign it to a Lead Nurturing Agent. Reject Reject the prospect.