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            Getting Account Managers More Comfortable with Growing Accounts

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            Getting Account Managers More Comfortable with Growing Accounts

            View an example of how to customize the Sales Coach agent with a coaching scenario for an account or client success role.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
            Note
            Note This is an illustrative example to show how you can customize coaching scenarios. Be sure to thoroughly test and validate any customization before deploying it in your org.

            This example uses the Account object with a role-play subagent, feedback subagent, feedback action, and a prompt template.

            Business Use Case

            Account Managers often hesitate to go beyond their main point of contact. In this use case, an Account Manager is given a chance to practice via a role-play, having a conversation in which they lead with curiosity.

            To achieve this use case, create a coaching scenario with the necessary components.

            Example
            Example 
            Scenario Title: Expand existing accounts - find the whitespace.
Object: Account
Scenario Description: ​​This role-play scenario helps Account Managers have a conversation to identify whitespace within an account.
User Guidance: Be sure to start the conversation with a clear statement about how our solution is currently driving value for the Customer. Practice asking targeted questions. Demonstrate curiosity. Don't forget to have a clear follow-up to the conversation.
Scenario type: Role-Play
Prompt Template Type: Sales Coaching
Inputs: Account, Transcript
             
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