---
schema_version: "1"
id: 5a8278a5b2acee4c0052b1f784b7701a19a0b9b4a66336110282eecbbb6bd31b
title: Set Up Agentforce Qualification
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_agent_set_up_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_agent_set_up_agentforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c5ce7e743cd0fb87128f18f9a3cce5766c3355c44b9e804a6aac7dbcab22a8a3
description: Learn about the configuration steps required to set up Agentforce Qualification.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Set Up Agentforce Qualification

Learn about the configuration steps required to set up Agentforce Qualification.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Einstein for Sales.</td></tr></tbody></table>

The Agentforce Qualification set up process guides you through these main steps.

- **[Turn On Qualification](https://help.salesforce.com/s/articleView?id=sales.sales_agent_set_up_agentforce.htm&release=264.0.0&type=5)**  
    Agentforce Qualification is an AI-driven capability that performs autonomous lead qualification in your organization. The first part of setting it up is to turn it on and define the qualification criteria to do its work.
- **[Review the Required Fields](https://help.salesforce.com/s/articleView?id=sales.sales_agent_set_up_agentforce.htm&release=264.0.0&type=5)**  
    Search for and select the mandatory data fields required for the Qualification process. These fields establish the minimum data integrity threshold for a lead to be actively qualified. If any of the selected fields are not populated with a value, the Lead Qualification Agent will automatically deem the lead as 'Cold’.You can select upto five required fields from the Lead record layout.
- **[Define Your Ideal Customer Profile](https://help.salesforce.com/s/articleView?id=sales.sales_agent_set_up_agentforce.htm&release=264.0.0&type=5)**  
    An ideal customer profile (ICP) is a detailed description of a company that’s a perfect fit for your products or services. Of all the sales prospects in the market for your product or service, an ICP outlines the ones most likely to become paying customers. The agent uses this description as a way to evaluate a prospect and prioritize the most suitable individuals.
- **[Add the Qualifying Questions](https://help.salesforce.com/s/articleView?id=sales.sales_agent_set_up_agentforce.htm&release=264.0.0&type=5)**  
    We have included best in class qualifying questions for your Agent to use in its conversation with prospects. These are intended to effectively confirm a lead’s interest, assess their specific needs, and determine the urgency of their timeline.
- **[Enable Qualification Summary on the Einstein Summary Component](https://help.salesforce.com/s/articleView?id=sales.sales_agent_set_up_agentforce.htm&release=264.0.0&type=5)**  
    Make the Qualification Summary available to your users by adding it to the Einstein Summary Component.

## Turn On Qualification

Agentforce Qualification is an AI-driven capability that performs autonomous lead qualification in your organization. The first part of setting it up is to turn it on and define the qualification criteria to do its work.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Einstein for Sales.</td></tr></tbody></table>

![Note](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)

Note Customer verification is automatically turned on when Agentforce Lead Qualification is enabled.

## Review the Required Fields

Search for and select the mandatory data fields required for the Qualification process. These fields establish the minimum data integrity threshold for a lead to be actively qualified. If any of the selected fields are not populated with a value, the Lead Qualification Agent will automatically deem the lead as 'Cold’.You can select upto five required fields from the Lead record layout.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Einstein for Sales.</td></tr></tbody></table>

When these fields are not populated on the Lead record, the Agent asks the prospect to provide answers for each required field over the course of a conversation.

- For email, the Agent asks the prospect to answer all required fields.
- For web, the Agent asks for a maximum of two required fields at a time.

## Define Your Ideal Customer Profile

An ideal customer profile (ICP) is a detailed description of a company that’s a perfect fit for your products or services. Of all the sales prospects in the market for your product or service, an ICP outlines the ones most likely to become paying customers. The agent uses this description as a way to evaluate a prospect and prioritize the most suitable individuals.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Einstein for Sales.</td></tr></tbody></table>

## Add the Qualifying Questions

We have included best in class qualifying questions for your Agent to use in its conversation with prospects. These are intended to effectively confirm a lead’s interest, assess their specific needs, and determine the urgency of their timeline.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Einstein for Sales.</td></tr></tbody></table>

This is an opportunity for you to train the Agent to qualify like your top sales representatives do and assure your Agent is asking the questions that are most indicative for your business.

Add the key questions your top sales representatives utilize to effectively confirm a lead’s interest, assess their specific needs, and determine the urgency of their timeline. These questions serve as the foundational conversational guidance for the Agent, ensuring relevant and focused discussions.

## Enable Qualification Summary on the Einstein Summary Component

Make the Qualification Summary available to your users by adding it to the Einstein Summary Component.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Einstein for Sales.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
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            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d24294e388">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24294e388 ">To the users who use Prompt Builder</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24294e388 ">Einstein GPT Prompt Template User</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24294e388 ">To the users who will access Embedded AI component</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24294e388 ">Einstein for Service Innovations :</td>

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

![Note](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)

Note Ensure that the users have the [Einstein Summary Add-Ons and Permissions](https://help.salesforce.com/s/articleView?id=ind.einstein_summary_permissions.htm&type=5&language=en_US).

1. Edit the Lead record page layout to include the Einstein Summary. For more details on adding the Einstein Summary to a Lead record page, see [Add Einstein Summary to a Page](https://help.salesforce.com/s/articleView?id=ind.einstein_summary_add_to_page.htm&language=en_US&type=5).
2. Navigate to Prompt Template Type and click **Select**.
3. Click **Record Summary**.
4. Navigate to Prompt Templates, and click **Get Qualification Result**.
5. Save and activate the layout.