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Considerations for Using Agentforce Sales Coach

Review these considerations and limitations around setup and usage of Agentforce Sales Coach.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
  • Data 360 is a required feature and must be turned on before enabling Agentforce Sales Coach.
  • Admins need the Data Cloud Architect permission set to turn on Data 360.
  • The agent user needs the Data Cloud Architect permission set to access Data 360.
  • You can have only one active Sales Coach agent per Salesforce org.
  • The Agentforce Sales Coach add-on has a limit of 25,000 user permissions.
  • Agentforce Sales Coach supports a maximum of 20 active scenarios on any given object and a total of 500 scenarios for each agent version.
  • You can't delete a subagent associated with a coaching scenario.
  • Knowledge articles aren't supported in Agentforce Data Libraries for Agentforce Sales Coach.
  • Agentforce Sales Coach isn’t supported on the Salesforce mobile app.
  • The coaching that reps receive is most effective when the object has all the necessary CRM data fields populated.
  • Use the Sales Coaching prompt template type to generate feedback in custom coaching scenarios.
  • Admins can create a coaching scenario only if their org language is English.
  • Consumption credits are consumed when using the Preview functionality.
  • The agent shows an error for Opportunity records when both these conditions are met:
    • When an org is upgraded to the Coach Everywhere version and provisioned with the ready-to-use scenarios (by clicking Populate Data under Coaching Scenarios in Agentforce Builder).
    • When the Organization-Wide Default (OWD) sharing setting for the Opportunity object is set to Private.
    To resolve this issue, change the Sharing Settings for Opportunity to Public Read Only or create a custom permission set that grants View All Records access and assign it to the Agent User. See this Known Issue for details.
  • To generate feedback, coaching sessions must meet minimum length requirements.
    • Role-play scenarios require at least three conversational exchanges between the user and the Sales Coach agent, with at least 60 words.
    • Present scenarios require the rep to speak at least 100 words.
    If a session is too short, the agent shows an error message.