---
schema_version: "1"
id: 57ed867dd539d6083f013216c4cc3a35bfe23a4347f765406d33caedcb026c06
title: Turn On Agentforce Prospecting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_agents_prospecting_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_agents_prospecting_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 10a601b8eb9b31e4353e33919dd0b09394221c7ec13f98c1d229bbbb008735c0
description: Agentforce Prospecting automates prospect research and generates a prioritized list of prospects so sales reps can focus on growing relationships and closing deals.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Turn On Agentforce Prospecting

Agentforce Prospecting automates prospect research and generates a prioritized list of prospects so sales reps can focus on growing relationships and closing deals.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or in Agentforce 1 Sales and Industry Editions where included. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access actions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d6733e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6733e74 ">To set up Agentforce Prospecting:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6733e74 ">
              <p>View Setup</p>
              <p>AND</p>
              <p>Modify All Data</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Customize
                Application</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6733e74 ">To create and configure prospecting agents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6733e74 ">Sales Agentic Prospecting Manager</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6733e74 ">To use ZoomInfo data:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6733e74 ">ZoomInfo Prospecting Access</td>

          </tr>
        </tbody>
      </table>

## Turn On Agentforce

Enable Agentforce in your org before you turn on Agentforce Prospecting.

1. Turn on [Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&language=en_US).
2. Turn on [Salesforce Foundations](https://help.salesforce.com/s/articleView?id=xcloud.base_salesforce_foundations_setup.htm&language=en_US).

## Turn On Agentforce Prospecting

Enable the Prospecting feature in Agentforce for Sales.

1. From Salesforce Go, go to the Agentforce for Sales page.
2. Click **Keep Going**.
3. Scroll down and expand the Prospecting section.
4. Turn on **Prospecting**.

## Assign Permissions

Assign users the permission sets they need to manage agents and agent-generated prospects.

1. From Salesforce Go, go to Agentforce for Sales.
2. In the Prospecting section, click **Manage** in the Manage User Access step.
3. Select users to assign the **Sales Agentic Prospecting Manager** permission set group, and then click **Assign**. These users get access to create and configure prospecting agents.
4. Select the users to assign the **Sales Agentic Prospecting** permission set, and then click **Assign**. These users get access to view and act on agent-generated prospects.
5. Click **Done**.

## Connect Your Gong Data (Optional)

Give your Prospecting Agent access to Gong data like conversation insights from recorded calls.

1. From Salesforce Go, go to the Agentforce for Sales page, and then go to the Prospecting section.
2. In the **Give Your Agent Access to Gong Data** step, click **Go to Setup**.
3. Follow the instructions in [Gong Integration with Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.ci_setup_transcription_providers.htm&language=en_US).
4. Verify that call recordings and transcripts are available in Salesforce before you run Prospecting Agent.

## Turn On Einstein Conversation Insights (Optional)

Enable Einstein Conversation Insights so Prospecting Agent can review past phone calls.

1. From Salesforce Go, go to the Agentforce for Sales page, and then go to the Prospecting section.
2. In the **Turn On Einstein Conversation Insights** step, click **Go to Setup**.
3. Follow the instructions in [Set Up Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.call_coaching_setup.htm&language=en_US).

## Turn On Einstein Activity Capture (Optional)

Enable Einstein Activity Capture so Prospecting Agent can review past emails and meetings.

1. From Salesforce Go, go to the Agentforce for Sales page, and then go to the Prospecting section.
2. In the **Turn On Einstein Activity Capture** step, click **Go to Setup**.
3. Follow the instructions in [Set Up Einstein Activity Capture for Your Team](https://help.salesforce.com/s/articleView?id=sales.aac_setup_parent.htm&language=en_US).
4. Confirm that calendar events and emails are syncing to Salesforce for users who work with Prospecting Agent.

## Add Prospecting to Apps (Optional)

Add the Prospecting navigation item to your app of choice. We recommend adding it to your Sales app.

1. In Setup, enter `App Manager` in the Quick Find search bar.
2. Click **App Manager**, then find the app to add Prospecting to.
3. Click the drop-down for the app you select, then click **Edit**.
4. Go to **Navigation Items** and move **Prospecting** from Available Items to Selected Items.
5. Click **Save**, then verify that you see Prospecting in the app you added it to.

## Add the Generate Prospects Action to Accounts

Add the Generate Prospects action to Account layouts so users can run account-level prospect generation.

1. From Setup, search for and select **Object Manager**.
2. Click **Account.**
3. Click **Page Layout**, then **Account Layout**.
4. Click **Buttons**, then drag **Generate Prospects** into the Account Detail section.
5. Click **Save**.
6. If your org uses Lightning Record Pages, open the Account Lightning Record Page, add **Generate Prospects from Account** to **Visible Actions**, and save the page.

#### See Also

- [_Salesforce Help_: Build and Manage Prospecting Agents](https://help.salesforce.com/s/articleView?id=sales.sales_agent_prospecting_create_agent.htm&release=264.0.0&type=5 "Create and configure a Prospecting agent to automatically generate prospects and have a prioritized list of accounts and contacts to target.")