---
schema_version: "1"
id: 173824bbba643334979ccd039e7522b2c964dec3dfdb81723372e044235f9c11
title: Getting Account Managers More Comfortable with Growing Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_agents_coach_account_manager.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_agents_coach_account_manager.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 629452aa757c742b0ee16ed971063622a56f06bf09f9136031f2f407502b28fd
description: View an example of how to customize the Sales Coach agent with a coaching scenario for an account or client success role.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Getting Account Managers More Comfortable with Growing Accounts

View an example of how to customize the Sales Coach agent with a coaching scenario for an account or client success role.

### 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 in <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations or Agentforce 1 Editions.</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 This is an illustrative example to show how you can customize coaching scenarios. Be sure to thoroughly test and validate any customization before deploying it in your org.

This example uses the Account object with a role-play subagent, feedback subagent, feedback action, and a prompt template.

## Business Use Case

Account Managers often hesitate to go beyond their main point of contact. In this use case, an Account Manager is given a chance to practice via a role-play, having a conversation in which they lead with curiosity.

To achieve this use case, create a coaching scenario with the necessary components.

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

Example

```
Scenario Title: Expand existing accounts - find the whitespace.
Object: Account
Scenario Description: ​​This role-play scenario helps Account Managers have a conversation to identify whitespace within an account.
User Guidance: Be sure to start the conversation with a clear statement about how our solution is currently driving value for the Customer. Practice asking targeted questions. Demonstrate curiosity. Don't forget to have a clear follow-up to the conversation.
Scenario type: Role-Play
Prompt Template Type: Sales Coaching
Inputs: Account, Transcript
```