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            Sales | Coach | Give Feedback on Proposal/Price Quote Stage

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            Sales | Coach | Give Feedback on Proposal/Price Quote Stage

            Provides sales representatives with feedback on a sales pitch for an opportunity in the Proposal/Price Quote 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 GiveOppProposalFdbk
            Reference Action Type Prompt Template
            Reference Action sales_coach_agent_impl__getProposalStageFeedback
            Does this action execute one or more prompt templates? Yes
            Required Setup Setup Agentforce Sales Coach

            Sales Coach Agent: Give Feedback on Proposal/Price Quote Stage and Prompt Templates

            This action calls the Get Proposal Stage Feedback prompt template. This prompt template provides Sales Coach agent with the context it needs via CRM data from the opportunity record in order to accurately analyze a sales rep’s pitch. The prompt template also includes qualification questions that are used to assess how well the sales rep understands the deal and prospect’s needs. All of this is used to generate feedback for the sales rep.

            Considerations

            Removing this action will break Sales Coach agent's ability to analyze sales pitches for opportunities in the Proposal/Price Quote stage.

            See Also

             
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