Use Agentforce Account Management to conduct deep research on accounts, build strategic
positioning statements, and prepare for meetings. Create comprehensive briefings with company
demographics, business priorities, key performance indicators (KPIs), industry trends, and so
on, to anchor your entire sales strategy. When you save time managing accounts, you can focus
more on what matters most: building strong relationships with customers.
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.
Agentforce Account Management Overview Learn how Agentforce Account Management helps sales teams to research accounts and identify strategic opportunities.
Agentforce Account Management Permissions You use permission set groups to assign permissions to an AI agent or to an individual user. The Salesforce access controls that you put in place, such as licenses, permissions, and sharing settings, determine what each type of user can access.
Set Up Agentforce Account Management To streamline account research and strategy for your team, set up Agentforce Account Management. Then, optimize the experience by configuring data sources and features.
Change the Search Provider for Agentforce Account Management Agentforce Account Management uses a default search provider for the Search the Web action. To optimize search quality and data recency for your accounts, change the search provider to one of your choices.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.