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.

Required Editions

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

Note The agent user for Agentforce Sales Coach doesn’t have access to all the Salesforce objects by default. To make sure the agent user can access the necessary objects and fields, create a permission set using the Einstein Agent license. Grant the Read and Field access, and assign the permission set to the agent user. Don't grant View All or Modify All access to the agent user.

Get Started with Ready-To-Use Scenarios
Agentforce Sales Coach includes a set of ready-to-use scenarios designed to help reps practice and improve their skills.
Create a Coaching Scenario
A coaching scenario represents an end-to-end coaching session where a rep practices a skill, through a presentation or role-play. Agentforce Sales Coach evaluates the session and provides feedback based on the rep's performance. Create custom scenarios for targeted practice and refinement of core skills such as overcoming objections, handling difficult customer conversations, and more.
Agentforce Sales Coach Ready-To-Use Scenarios
Agentforce Sales Coach provides a few prebuilt scenarios out-of-the-box that are specific to the Sales Opportunity object: Present Your Knowledge, Practice Your Pitch, Role-Play with Your Coach, and Sharpen Your Negotiation Skills.