Agentforce Qualification

Instantly qualify leads, contacts, and person accounts to strengthen your sales pipeline using Agentforce Qualification. Using an agent to guide qualification empowers your reps to rapidly determine prospect fit early in the process, preventing wasted time and resources. By focusing on high-potential deals, your team boosts overall efficiency and conversion rates.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

Considerations for Using Agentforce Qualification
Keep in mind some considerations when using Agentforce Qualification.
Set Up Agentforce Qualification
Learn about the configuration steps required to set up Agentforce Qualification.
Customize Your Agent's Qualification Strategy
View common examples of how to prepare your agent to use Agentforce Qualification, to achieve your desired outcome.
Qualify Your Leads with Agentforce Qualification
After a web chat or the conclusion of the email outreach, the Qualification Agent updates the lead record with a rating. The Qualification Agent also generates a summary that includes the rationale for the rating and a suggested action for the sales rep.