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Set Up and Maintain Retail Execution
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            Agentforce for Retail Execution

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            3. Set Up and Maintain Retail Execution

            Agentforce for Retail Execution

            Improve customer service and boost productivity by collaborating with platform and custom agents on the Consumer Goods Cloud mobile and desktop apps. Agents streamline Retail Execution by automating key tasks, such as generating account and visit insights, suggesting products and promotions, and creating visits.

            Required Editions

            Available in: Lightning Experience

            Available in: Agentforce 1, Einstein 1, Enterprise, and Unlimited editions with Consumer Goods Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on licenses.

            Customer Service Assistance

            Get AI-driven insights on store performance, compliance, restocks, and visit schedules. Use account summaries to enhance customer interactions, drive sales through intelligent product recommendations, and manage customer visits efficiently. Service reps receive updates about outstanding tasks to help them make informed decisions during conversations with store managers.

            Retail Execution Visit Assistant

            The Retail Execution Visit Assistant Agent is an autonomous AI agent that helps field reps, supervisors, and other Retail Execution users access and analyze key data and perform tasks related to retail visits directly within their workflow. Built on the Agentforce platform, this agent automates data retrieval and handles complex requests regarding account performance, visit history, and order details.

            • Considerations and Limitations
              To use Agentforce in Retail Execution, consider supported functionality, usage, limitations and allowances, limits, and other issues.
            • Agentforce Setup in Retail Execution
              Enable Agentforce in the desktop app from the Setup page and assign permissions to your users. Turn on a sync setting for sales reps to interact with agents on their Consumer Goods Cloud mobile app.
            • Customer Service Assistance
              Telesales reps can leverage the power of Agentforce to efficiently manage daily tasks related to serving customers better. These tasks include giving account information, suggesting products to stock and promotions to run, and creating visits.
            • Retail Execution Visit Assistant
              The Retail Execution Visit Assistant is an autonomous AI agent that helps field reps, supervisors, and other retail execution users access, analyze key data, and perform tasks directly within their workflow. Built on the Agentforce platform, this agent automates data retrieval and handles complex requests regarding account performance, visit history, and order details.
            • Agentforce in Consumer Goods Cloud Mobile App
              Agents help sales reps gain key customer insights. They provide valuable information on account revenue, order history, top and bottom-performing products, and compliance data derived from audits. Use platform or custom-built agents to quickly identify upsell opportunities and create personalized sales offerings.
             
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