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          Sales | Coach | Give Feedback on Negotiation/Review Stage

          Sales | Coach | Give Feedback on Negotiation/Review Stage

          This agent action provides a sales representative with feedback on a sales pitch for an opportunity in the Negotiation and Review stage.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
          User Permissions Needed
          To use Agentforce Sales Coach: Use Agentforce Sales Coach
          See Common User Access for Standard Agent Actions.

          Action Details

          API Name GiveOppNegotiationFdbk
          Reference Action Type Prompt Template
          Reference Action sales_coach_agent_impl__getNegotiationFeedback
          Does this action execute one or more prompt templates? Yes
          Required Setup Setup Agentforce Sales Coach

          Sales Coach Agent: Give Feedback on Give Feedback on Negotiation/Review Stage and Prompt Templates

          This action calls the Get Negotiation/Review Stage Feedback prompt template. To represent the customer in a role play session, the template provides the Sales Coach agent with CRM data from the user and the opportunity record. The template also includes questions to assess how well the sales rep understands the deal and prospect’s needs. The information is then used to generate feedback for the sales rep.

          Considerations

          If you remove this action, Sales Coach agent can’t analyze the role play session for opportunities in the Negotiation/Review stage.

           
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