Before you begin customizing Agentforce Sales Coach, make sure you understand the components that define and make our agent functional.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
Subagents
A subagent is a particular job an agent can do and an essential element of an agent’s reasoning. Agentforce Sales Coach uses subagents to conduct role-plays and provide feedback to end users.
Agentforce Sales Coach offers prebuilt standard subagents, making it easy to get started with coaching on Opportunity records. These prebuilt subagents can also serve as a guide when you create your own coaching scenarios. The description, scope, and instructions‌ of a subagent varies based on the type of coaching scenario.
Actions
An action is essentially a task that the agent can perform. In Agentforce Sales Coach, actions instruct the agent to provide reps with feedback for a given coaching scenario.
For Agentforce Sales Coach, actions must have a prompt template as the reference action type. When creating your scenarios, the action to call the prompt for feedback must be its own subagent, not the same for a role-play.
Prompt Templates
The prompt templates referenced by Agentforce Sales Coach contain key details and instructions our agent requires to coach reps. It includes CRM data about the object record (or records), criteria to assess the rep on, and provides guidance on how to generate and organize the feedback for the user. Agentforce Sales Coach has a dedicated prompt template type called Sales Coaching that you must use for scenarios.