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Agentforce Account Management Components
Understand the different pieces that make Agentforce Account Management work.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions. |
Subagents and Actions
Subagents and actions determine what your agent can do and guide your agent interactions in the Agentforce panel. Add these standard topics and actions to your Sales Management agent. To limit the agent to a certain job, add only the subagents and actions that correspond to that job.
| JOB | Subagent | ACTIONS |
|---|---|---|
Research and synthesize information about an account or lead based on user input |
Sales Research |
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Create and update records |
Record Management |
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| Search Slack messages and channels | Slack Operations |
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Flows
When you turn on Agentforce Account Management, these flows are activated. The flows retrieve data, send information to prompt templates for processing, and identify the accounts and leads to research. You can customize the flows for the specific needs of your business.
| JOB | FLOW | USAGE |
|---|---|---|
| Research and synthesize information about an account or lead based on user input | Get Account and Account Plan | Gets the latest active account plan created in the last year for the account ID passed into the flow. The flow prefers account plans owned by the current user. |
| Get Record Research | Retrieves AI-generated research records for the account or lead passed into the flow. | |
| Get Content Notes for Record | Gets the latest related content note records and note body text associated with the account or lead record passed into the flow. | |
| Get Conversation Intelligence | Retrieves insights, teachable moments, and conversation trends from the latest video or voice call record that is related to the record passed into the flow. |
Prompt Templates
Agentforce Account Management includes the Record Research prompt template, which comes with 7 preconfigured research prompts. These prompt templates are ready to use. You can create custom prompt templates based on the Record Research prompt template to address specific industry or company needs.
