Use Agentforce to generate a prioritized list of contacts and accounts and assign them to sales reps. Synthesize an account's data including calls, meetings, and email history and combine it with research context from Salesforce and third-party sources. Set up multiple Prospecting Agents to analyze all your customer data in one place and centralize your prospecting, reducing the need for manual research.
- Learn About Agentforce Prospecting
Get more from outbound selling with Agentforce Prospecting. The agent researches your target accounts, finds likely buyers, and recommends prospects so reps can spend less time hunting for data and more time starting high-quality conversations. - How Agentforce Prospecting Runs
Prospecting agents run automatically on a schedule or manually from a report or account. The run type determines which accounts the agent researches, which limits apply, and how the agent assigns prospects. - How Agentforce Prospecting Creates Lead and Contact Records
Find out when your prospecting agent creates records, which fields it populates, and how it avoids creating duplicate records. - Considerations for Using Agentforce Prospecting
Review these considerations about Agentforce Prospecting. - Set Up Agentforce Prospecting
Learn about the configuration steps that enable your Prospecting agent. - Generate Prospects From an Account
Generate prospects from a specific account and assign them to a sales rep with Agentforce Prospecting. - Manage Agent-Generated Prospects
Use the Prospecting dashboard to review agent-generated summaries and recommendations for each prospect, then approve or reject generated prospects. - Generative AI Considerations for Agentforce Prospecting
Learn about the supported generative AI functionality, usage, limitations, allowances, and limits for Agentforce Prospecting.