Test Your Feedback Customization for Agentforce Sales Coach

Verify that the customizations you made to Agentforce Sales Coach feedback are operating as expected before deploying the changes to your reps.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
User Permissions Needed
To customize and test Agentforce Sales Coach: Manage Agentforce Sales Coach
  1. In Prompt Builder, select the prompt template you customized and want to test.
  2. Click the Preview Settings icon.
  3. Paste a sample transcript in the Transcript text box.
  4. Enter and select an object record to test on.
  5. Click Preview.
  6. Review the feedback in the Generated Response section for accuracy.