Empower your team to engage with customers more effectively using Agentforce Sales
Coach, a personal AI coach integrated into Salesforce. Agentforce Sales Coach provides
personalized coaching and feedback in real time to improve user interactions. It analyzes
communication within Salesforce object records to give clear, actionable insights, and prepares
reps for challenging conversations through interactive role-playing.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance,
Unlimited, and Developer Editions with Foundations or Agentforce 1
Editions.
|
- Agentforce Sales Coach Overview
Get a high-level overview of what Agentforce Sales Coach is, how it works, and how it can support reps to thrive in their roles.
- Ethical Guidance for Agentforce Sales Coach
Review legal and ethical guidelines before enabling and activating Agentforce Sales Coach.
- Considerations for Using Agentforce Sales Coach
Review these considerations and limitations around setup and usage of Agentforce Sales Coach.
- Generative AI Considerations for Agentforce Sales Coach
To use Agentforce Sales Coach, consider the supported functionality, usage, limitations, allowances, limits, and other issues.
- Setting Up Agentforce Sales Coach
Complete the required steps to turn on Agentforce and create your Agentforce Sales Coach.
- Agentforce Sales Coach Scenarios
A coaching scenario simulates real-world situations, giving users a risk-free environment to practice, improve, and build confidence. These realistic interactions reflect common challenges, with step-by-step guidance from the Sales Coach agent to help users strengthen their skills and strategy.
- 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.
- Testing Agentforce Sales Coach Customizations Before Deployment
Make sure that any customizations you make to Agentforce Sales Coach are operating as expected by thoroughly testing each one.
- Use Cases for Customizing Agentforce Sales Coach
View common examples of how to customize Agentforce Sales Coach to meet your business goals.
- Track Agentforce Sales Coach Usage
Create a report on the Task object to track Sales Coach usage metrics.
