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            Considerations for Agentforce Account Management

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            Considerations for Agentforce Account Management

            Before you use Agentforce Account Management, keep these considerations in mind.

            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.

            General Considerations

            Agentforce Account Management uses the Sales Management agent template, and it inherits the same supported functionality, usage, limitations, allowances, limits, and other issues. See Considerations for Agentforce Sales Management.

            Data and Activity Considerations

            Data Source Considerations
            Standard Fields To generate accurate summaries and insights, ensure there is populated data in standard account fields, such as Type, Industry, Revenue, and Employees.
            Voice and video calls To generate insights from voice and video calls, enable Einstein Conversation Insights. The agent analyzes the most recent voice or video calls that are over 5 minutes in duration from the last 30 days.
            Emails To analyze and summarize email interactions, enable Einstein Activity Capture (EAC). The agent analyzes the 25 most recent emails from the last 30 days.
            Content notes The agent filters for notes created within the last 30 days.
            Data persistence Content generated by the agent isn’t persisted in Salesforce.

            Permissions and Access Considerations

            • If the Account or Account Plan object has field-level security, the agent user automatically has permission to access standard fields on these objects.
            • If you want the agent to use data in a custom field, assign the agent user permission to access the custom field.
            • The agent-generated content that a user can view depends on the user’s access to the data sources used to generate the content.

            Consumption Considerations

            • When users have the Unmetered User Based AI permission assigned, Agentforce Account Management billing is unmetered. To make sure that billing is unmetered, confirm that the Unmetered User Based AI permission set is granted System Permissions. And, assign this permission to all agents and users who use the feature.
            • When users don’t have the Unmetered User Based AI permission assigned, Agentforce Account Management consumes Flex credits.

            Limits

            • Agentforce Account Management doesn’t fully support account hierarchies.
            • Agentforce Account Management doesn’t fully support person accounts.
            • Agentforce Account Management doesn’t use custom objects as agent activity sources.

            Limitations

            The agent uses only emails that are stored as EmailMessage records. Emails that aren’t EmailMessage records don’t inform the agent’s suggestions.

            See Also

             
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