Track Your Agents’ Activities

Stay informed about the automated actions taken on your behalf to help you achieve your sales goals.

Required Editions

Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.

Agents are your partners in selling and automate many basic selling tasks so you can focus on customers. Tracking their completed work is simple.

On the Sales Workspace page, click Agent Completed.

A summary of the tasks your agents have completed for you in the last 14 days appears, giving you a clear view of their recent contributions to your sales efforts. The tasks completed list gets refreshed every 1 hour to keep you updated with the latest details.