Customizing Agentforce Sales Coach

Agentforce Sales Coach comes ready to coach sales reps on an active Opportunity. Make the experience more impactful by customizing the Opportunity coaching scenarios with your sales stages and best practices. Additionally, create custom scenarios that target the types of behaviors and skills you want to coach your reps on.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.

Custom scenarios allow you to incorporate business, role, and company-specific aspects that make the agent’s coaching as relevant and applicable as possible for your reps.

Before you customize any of the agent’s components, learn more about subagents, actions, and prompt templates.