Support sales teams through every step of the sales process with the help of generative AI. Automate time-consuming tasks such as record updates, get timely and data-informed suggestions, and more with the help of a Sales agent.
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. |
Note Starting the week of July 13, 2026, you can create agents in the new Agentforce Builder
in Agentforce Studio only. You can continue to manage existing agents in the legacy builder.
To learn more about how to get a Sales agent in the new builder, see Getting a Sales Agent in the New Agentforce Builder.
- 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. - Getting a Sales Agent in the New Agentforce Builder
You can't upgrade a Sales agent created in the legacy Agentforce Builder in Setup to the new Agentforce Builder in Agentforce Studio. How this affects you depends on whether you're setting up your Sales agent for the first time or you've already created one in the legacy builder. - Best Practices for Writing Field Update Instructions
Pipeline Management and Account Management can keep opportunity or account text fields updated based on data sources, such as notes, voice and video call transcripts, and emails. You can choose to apply the updates autonomously or require a sales rep to approve the suggestions. You control what each update includes, along with its tone and length, by writing output instructions. These suggestions help you write more precise instructions. - Pipeline Management with AI
Free up valuable time for your sales team and boost seller productivity with the help of generative AI. When you turn on Pipeline Management, the Sales agent analyzes data sources, such as recent notes, emails, and voice and video calls, to offer actionable suggestions for managing sellers’ opportunities. With recommendations to update opportunity fields, follow up on emails, and send meeting requests, sales reps can move deals forward with just a few clicks. - Account Management with AI
Anchor your entire sales strategy with the help of generative AI. When you turn on Account Management, the Sales agent helps sales reps research accounts, build briefings on business priorities and industry trends, prepare for meetings, and keep key account fields up to date. Reps spend less time managing accounts and more time building customer relationships.