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            Customize Your Agent's Qualification Strategy

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            Customize Your Agent's Qualification Strategy

            View common examples of how to prepare your agent to use Agentforce Qualification, to achieve your desired outcome.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.
            • Preparing Your Agent to Use Qualification
              View a configuration example to add qualification capabilities to your Inbound Lead Generation or Lead Nurturing Agent.
            • Include Engagement Signals in Your Qualification Evaluation
              Engagement signals, if configured by your company, can be important data points for your agent to use when rating a lead, contact, or a person account. Update the Qualified record prompt in Prompt Builder to include references to engagement signals and history.
            • Change the Specifics of the Conversation
              The agent has default behaviors for asking questions and the number of questions asked. To change the default behavior of the agent, customize the Initial Outreach subagent to include explicit instructions to ask for them.
             
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