To use Agentforce Sales Management and the Sales Agent template, consider the supported functionality, usage, limitations, allowances, limits, and other issues.
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 included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions. |
Language and Locale Support
Agentforce Sales Management supports the languages and locales supported by the Agentforce Employee Agent type. All languages except English are supported only in Beta.
Automated suggestions and updates show in the language selected for the agent user. Agent responses within the Agentforce panel show in the language set by the user in their user profile. Suggestions, updates, and agent responses in the Agentforce panel show in English if the selected language isn’t supported.
Large Language Model Support
Agentforce Sales Management supports these models.
| Model |
|---|
| OpenAI GPT-4o mini |
You can customize your AI experience by bringing in your own models to Salesforce. For more information, see Large Language Model Support.
Einstein Trust Layer Service Support
Agentforce Sales Management supports the Trust Layer services supported by the Agentforce Employee Agent type.
Usage Types Billed by Agentforce Sales Management
Agentforce Sales Management uses generative AI and Data 360 to ingest, store, and process data. You’re billed in these categories when you use Agentforce Sales Management. Before deployment, work with your Salesforce account team to confirm license availability and plan credit usage.
This feature has access to Digital Wallet, a free account management tool that offers near real-time consumption data for enabled products across your active contracts. Access Digital Wallet and start tracking your org's usage. To learn more, see About Digital Wallet.
Agentforce Sales Management includes multiple features. Consumption billing can vary by feature.
| Feature | Consumption Billing Type |
|---|---|
| Pipeline Management | For orgs with an Agentforce for Sales, Service, or Industry add-on license, or orgs with Agentforce 1 Edition for Sales, Service, or Industry, this feature will not draw down credits where Customer makes less than 100 LLM gateway calls daily for each licensed Agentforce user. The 100 LLM gateway call limit is averaged across the entire org and doesn’t apply to each individual user. For example: 100 LLM gateway calls per day * 10 users = 1000 cumulative LLM call limit per day. If total usage exceeds this limit, Salesforce reserves the right to apply Flex Credits towards the excess at the then-current multiplier. For more information on generative AI credit consumption, see Metering for Agentforce and Generative AI Usage. Credits can still be consumed by data services in Data 360 and other related usage. |
| Account Management |
Usage of this feature is either metered or unmetered, depending on the permissions assigned to the interacting user. Unmetered usage applies if a user has the Unmetered User-Based AI permission. |
| Sales Management in Slack |
Usage of this feature is either metered or unmetered, depending on the permissions assigned to the interacting user. Unmetered usage applies if a user has the Unmetered User-Based AI permission. |
These are the usage types that can be billed when usage is metered.
| Digital Wallet Card | Usage Type | Description | Notes |
|---|---|---|---|
| Flex Credits | Standard Action |
Usage is determined by the number of standard actions called by the agent in a text conversation. Currently, every standard action called by the agent is metered as one standard action, irrespective of the number of tokens processed. Standard agent actions are actions that are available out-of-the-box. To check the list of Standard actions, see Standard Action Reference.  Note Use of some standard agent actions require that a subscription has been purchased for
each user that accesses these actions, such as a subscription to Agentforce for Sales
Add-on or Agentforce for Service Add-on. To determine which subscription is required for
such standard actions, see Standard Action Reference at Standard Action Reference. While this
requirement is not technically enforced yet, users who don’t have the required add-on
license will lose access to such actions for which they don’t have a license when the
requirement is enforced.
|
This usage type isn’t billed when it's associated with a generative AI action that qualifies as unmetered human context usage. For more information, see Metering for Agentforce and Generative AI Usage. |
| Flex Credits | Custom Action |
Usage is determined by the number of custom actions called by the agent in a text conversation. Currently, every custom action called by the agent is metered as one custom action, irrespective of the number of tokens processed. Async calls to Salesforce AI in custom action implementation may incur additional charges. |
This usage type isn’t billed when it's associated with a generative AI action that qualifies as unmetered human context usage. For more information, see Metering for Agentforce and Generative AI Usage. |
| Flex Credits | Starter Prompts |
Usage is calculated based on two factors: the number of direct requests to the LLM via the LLM gateway, and whether the gateway uses a Bring Your Own Large Language Model (BYOLLM). Each starter prompt includes the processing of up to 2,000 tokens. Prompt usage is counted in chunks of 2,000 tokens, rounded up. Prompts that exceed this limit will be metered as multiple prompts, with each additional 2,000-token chunk counting as a new prompt. For example, a prompt with a total of 6,500 input and output tokens will be metered as 4 prompts. Tokens are units of data processed by the AI models. |
This usage type isn’t billed when it's associated with a generative AI action that qualifies as unmetered human context usage. For more information, see Metering for Agentforce and Generative AI Usage. |
| Flex Credits |
Standard Prompts Basic Prompts Advanced Prompts |
Usage is calculated based on two factors: the number of direct requests to the LLM via the LLM gateway, and whether the gateway uses a Salesforce managed large language model. The specific category depends on the model that is used. See Large Language Model Support to find out which usage types apply. All Standard, Basic, and Advanced prompts process up to 2,000 tokens per prompt. Token usage is rounded up in 2,000-token increments. All Standard, Basic, and Advanced prompts that exceed this limit will be metered as multiple prompts, with each additional 2,000-token chunk counting as a new prompt. For example, a prompt with a total of 6,500 input and output tokens will be metered as 4 prompts. Tokens are units of data processed by the AI models. Note Advanced Prompts were launched with a designated multiplier listed in the Agentforce
Flex Credits Rate Card. Salesforce will start metering the use of Advanced
Prompts on July 21, 2026.
|
This usage type isn’t billed when it's associated with a generative AI action that qualifies as unmetered human context usage. For more information, see Metering for Agentforce and Generative AI Usage. |
Data Cloud One Support
Agentforce Sales Management isn't supported in Data Cloud One companion orgs.
Trusted URL Considerations
- To prevent prompt injection vulnerabilities, Agentforce enforces trusted URL allowlists for agent responses.
- Add any external URLs that your agent references, such as external knowledge bases, to your Trusted URLs list in Setup or to your agent instructions in Agentforce Builder.
- If a domain isn't on your Trusted URLs list in Setup or included in your agent’s
instructions, links and emails from that domain display as
URL_redacted.
Other Considerations
- The Sales Agent template is available only when Pipeline Management or Account Management is turned on.
- If you created a Sales agent in the legacy builder in Setup, you can keep it active and still create a new Sales agent in Agentforce Builder in Agentforce Studio. However, we recommend using the new Sales agent for the most up-to-date experience.