Marketing managers can leverage the power of Agentforce to efficiently manage everyday tasks related to the company's loyalty programs and promotions. Customers can use Agentforce to self-serve and resolve their promotion-related queries without contacting a customer service representative.
Note Work with your Salesforce representative to ensure the licenses and permissions required
to work with Agentforce are available in your org.
- Subagents for Loyalty Management
Marketing managers can use Agentforce to efficiently create and update promotions with Accrual and Spend X templates. Agentforce in self-service channels empowers customers to easily retrieve details about their profile and eligibility for loyalty promotions. The subagents are available in the Agentforce (Default) agent. - Set Up Agentforce
Admins must set up Einstein Generative AI and Agentforce to enable marketing managers and other users to work with the standard Agentforce assets provided by Loyalty Management. - Assign Loyalty Users Permissions to Work with Agentforce
Assign marketing managers and other users the permission they require to create promotions using Agentforce.