---
schema_version: "1"
id: 6a876f3f677726e2112ccc73190ece5593f11246282036a6b0e6d1540665ba0b
title: Considerations for Agentforce Sales Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_agent_sales_mgmt_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_agent_sales_mgmt_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 07c56d006a50428215a5c903a9b1e854f85d0d0a5354e59cda2422237a665fdf
description: To use Agentforce Sales Management and the Sales Agent template, consider the supported functionality, usage, limitations, allowances, limits, and other issues.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Considerations for Agentforce Sales Management

To use Agentforce Sales Management and the Sales Agent template, consider the supported functionality, usage, limitations, allowances, limits, and other issues.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

## Language and Locale Support

Agentforce Sales Management supports the languages and locales supported by the [Agentforce Employee Agent](https://help.salesforce.com/s/articleView?language=en_US&id=ai.agent_employee_agent_considerations.htm) 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](https://help.salesforce.com/s/articleView?language=en_US&id=ai.generative_ai_large_language_model_support.htm&type=5).

## Einstein Trust Layer Service Support

Agentforce Sales Management supports the Trust Layer services supported by the [Agentforce Employee Agent](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_considerations.htm&type=5&language=en_US) 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.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_tip.png)

Tip

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](https://help.salesforce.com/s/articleView?id=xcloud.wallet_about.htm&language=en_US&type=5).

Agentforce Sales Management includes multiple features. Consumption billing can vary by feature.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Consumption Billing by Feature">
        <caption>Consumption Billing by Feature</caption>
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d26605e165">Feature</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d26605e168">Consumption Billing Type</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e165 ">Pipeline Management</td>

            <td data-label="Consumption Billing Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e168 "><span>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 <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_usage_metering_logic.htm&amp;type=5&amp;language=en_US" target="_blank">Metering for Agentforce and Generative AI Usage</a>. Credits
                can still be consumed by data services in Data 360 and other related usage. </span></td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e165 ">Account Management</td>

            <td data-label="Consumption Billing Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e168 ">
              <p style="margin-bottom:0;">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.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e165 ">Sales Management in Slack</td>

            <td data-label="Consumption Billing Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e168 ">
              <p style="margin-bottom:0;">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.</p>
            </td>

          </tr>
        </tbody>
      </table>

These are the usage types that can be billed when usage is metered.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Usage Types for Metered Usage">
        <caption>Usage Types for Metered Usage</caption>
        <colgroup>
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d26605e239">Digital Wallet Card</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d26605e242">Usage Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d26605e245">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d26605e248">Notes</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">

            <td data-label="Digital Wallet Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e239 "><span>Flex Credits</span></td>

            <td data-label="Usage Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e242 ">Standard Action</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e245 ">
              <p>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. </p>
              <p>Standard agent actions are actions that are available out-of-the-box. To check the list
                of Standard actions, see <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&amp;type=5&amp;language=en_US" target="_blank"><u>Standard Action Reference</u></a>.</p>
              <div>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> 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 <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&amp;type=5&amp;language=en_US" target="_blank"><u>Standard Action Reference</u></a>. 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.</div>
                  </div>
                </div>
              </div>
            </td>

            <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e248 "><span>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 <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_usage_metering_logic.htm&amp;type=5&amp;language=en_US" target="_blank">Metering for Agentforce and Generative AI Usage</a>.</span></td>

          </tr>
          <tr class="">

            <td data-label="Digital Wallet Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e239 "><span>Flex Credits</span></td>

            <td data-label="Usage Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e242 ">Custom Action</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e245 ">
              <p>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. </p>
              <p style="margin-bottom:0;">Async calls to Salesforce AI in custom action implementation may incur additional
                charges.</p>
            </td>

            <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e248 "><span>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 <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_usage_metering_logic.htm&amp;type=5&amp;language=en_US" target="_blank">Metering for Agentforce and Generative AI Usage</a>.</span></td>

          </tr>
          <tr class="">
            <td data-label="Digital Wallet Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e239 "><span>Flex Credits</span></td>

            <td data-label="Usage Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e242 ">Starter Prompts</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e245 ">
              <p>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).</p>
              <p>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.</p>
              <p style="margin-bottom:0;">Tokens are units of data processed by the
                AI models.</p>
            </td>

            <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e248 "><span>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 <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_usage_metering_logic.htm&amp;type=5&amp;language=en_US" target="_blank">Metering for Agentforce and Generative AI Usage</a>.</span></td>

          </tr>
          <tr class="">
            <td data-label="Digital Wallet Card" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e239 "><span>Flex Credits</span></td>

            <td data-label="Usage Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e242 ">
              <p>Standard Prompts</p>
              <p>Basic Prompts</p>
              <p style="margin-bottom:0;">Advanced Prompts</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e245 ">
              <p>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 <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_large_language_model_support.htm&amp;language=en_US" target="_blank">Language Model Support</a> to find out which usage types
                apply. </p>
              <p>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. </p>
              <p>Tokens are units of data
                processed by the AI models. </p>
              <div>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_note.png" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> Advanced Prompts were launched with a designated multiplier listed in the Agentforce
                      <a href="https://www.salesforce.com/agentforce/rates/" target="_blank">Flex Credits Rate Card</a>. Salesforce will start metering the use of Advanced
                      Prompts on July 21, 2026.
                    </div>
                  </div>
                </div>
              </div>
            </td>

            <td data-label="Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d26605e248 "><span>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 <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_usage_metering_logic.htm&amp;type=5&amp;language=en_US" target="_blank">Metering for Agentforce and Generative AI Usage</a>.</span></td>

          </tr>
        </tbody>
      </table>

## 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.

#### See Also

- [About Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_about.htm&language=en_US)
- [Agentforce Builder Considerations](https://help.salesforce.com/s/articleView?id=ai.agent_considerations.htm&language=en_US)
- [Considerations for Agentforce Employee Agent](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_considerations.htm&language=en_US)
- [Considerations for Unmetered Agentforce Usage](https://help.salesforce.com/s/articleView?id=ai.generative_ai_usage_unmetered_considerations.htm&language=en_US)
- [Manage Trusted URLs](https://help.salesforce.com/s/articleView?id=xcloud.security_trusted_urls_manage.htm&type=5&language=en_US)
- [_Knowledge Article:_ Changes to Default Allowlist for Agentforce](https://help.salesforce.com/s/articleView?id=005135034&type=1&language=en_US)