Use the Prospecting dashboard to review agent-generated summaries and recommendations
for each prospect, then approve or reject generated prospects.
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 in Agentforce 1 Sales and Industry Editions where included.
Requires each user to have the Agentforce for Sales or Agentforce for an Industry
add-on to access actions.
User Permissions Needed
To manage agent-generated prospects:
Sales Agentic Prospecting permission set
OR
Prospecting Agents Manager permission set group
Click the Prospecting tab to view the Prospecting dashboard. If the Prospecting tab
isn’t visible, from the App Launcher, enter Prospecting in the
search box, and then select Prospecting.
Click Review to view the agent-generated summary.
Manage the generated prospects with the action icons or click either
Approve or Reject in the agent-generated
summary panel.
Option
Result
Approve
Approve the prospect.
Approve and add to cadence
Approve the prospect and assign it to a Sales Engagement Cadence.
Approve and assign to agent
Approve the prospect and assign it to a Lead Nurturing Agent.
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