Agentforce Engagement

Note The Agentforce Lead Nurturing name has changed to Agentforce Engagement. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.

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.

Note

As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

For a video overview of Agentforce Engagement, see Scale Your Sales Funnel with Agentforce SDR (now Agentforce Engagement).

• Learn About and Implement Agentforce Engagement
  Whether you’re setting up an agent for the first time or simply wanting to know more about Agentforce Engagement, this learning map offers a clear path toward success. Consider bookmarking this page.
• Agentforce Engagement Overview
  Built on the Salesforce trusted AI platform, Agentforce Engagement is an autonomous agent that helps you scale your top of funnel efforts, streamline prospect qualification, and generate pipeline around the clock. By handling initial outreach, follow-up, answering questions, and meeting booking, an Engagement agent gives sales reps more time to nurture relationships.
• Engagement Agent Permission Sets
  Agentforce Engagement includes multiple permission sets you can assign based on a user’s role and responsibilities. The permission sets include individual user permissions and object permissions.
• Considerations for Using Agentforce Engagement
  Keep in mind some considerations for using Agentforce Engagement.
• Ethical Guidance for Agentforce Engagement
  Keep ethical considerations in mind when setting up and using Agentforce Engagement.
• Set Up Agentforce Engagement
  Learn about the configuration steps that enable your Engagement agent.
• Work with Your Engagement Agent
  In addition to the prospect assignment rules in Agentforce Builder, sales reps and managers can send leads, contacts, and person accounts to the agent manually or with automated actions.
• Monitor Engagement Agent Activity
  Engagement agent activity metrics are available in the Control Center and in Tableau. Control Center provides essential statistics including Records Assigned, In Progress, Opted Out, Meeting Booked, and more. The Agentforce Analytics Engagement dashboard takes advantage of Data 360 and Tableau to provide additional metrics and let you dive deeper into the numbers that matter most to your business.
• Customize and Test Agentforce Engagement
  You can customize your Engagement agent behavior by editing its Agentforce Builder settings, the included prompt templates, or the Opt Out Lead action.