Learn how Agentforce augments a sales team’s productivity and efficiency.
Note Sales Cloud is now Agentforce Sales. You may see
references to Sales Cloud in our application and documentation.
- Sales Agents Roles and Responsibilities
Learn about the business roles and responsibilities that enabe, manage, and use sales agents and which permissions are required for each role. - Billing Considerations for AI Sales Agents
Sales Cloud AI capabilities such as Agentforce Prospecting, Engagement, Sales Management, and Sales Coach consume usage credits depending on how your organization interacts with these features. Credit consumption is calculated by multiplying the number of units used by the multiplier for the corresponding usage type on the Agentforce rate card. Before deploying these features, work with your Salesforce account team to confirm license availability and estimate credit usage. - Agentforce Prospecting
Use Agentforce to generate a prioritized list of contacts and accounts and assign them to sales reps. Synthesize an account's data including calls, meetings, and email history and combine it with research context from Salesforce and third-party sources. Set up multiple Prospecting Agents to analyze all your customer data in one place and centralize your prospecting, reducing the need for manual research. - Agentforce Engagement
Agentforce Engagement lets sales teams generate and nurture their leads autonomously. Capture visitors to your web site as new leads via web chat and nurture those leads and other prospects via email. Built from the Lead Generation and Lead Nurturing agent templates, your agents can capture and incorporate lead details, answer questions, book meetings, and hand off to sales reps. Use these agent templates in tandem or individually depending on how your sales team works. - Agentforce Sales Management
Support sales teams through every step of the sales process with the help of generative AI. Automate time-consuming tasks such as record updates, get timely and data-informed suggestions, and more with the help of a Sales agent. - Agentforce Sales Coach
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. - Agentforce (Default) for Sales Setup
Agentforce (Default) subagents and actions related to sales are designed to help sellers effectively manage deals, handle deal closures, explore conversations, stay on top of customer communication, and forecast sales revenue. Each action is mapped to one or more subagents.