Considerations for Receiving Coaching for Ready-To-Use Scenarios
Review these considerations and limitations for Opportunity coaching.
Required Editions
Available in: Lightning Experience in Enterprise, Performance,
Unlimited, and Developer Editions with Foundations or Agentforce 1
Editions.
Opportunity Stage is a customizable field in Salesforce. The stage names used by
Agentforce Sales Coach align with standard opportunity stages provided by Salesforce. If you
have customized opportunity stages, some text outputs, prompt templates, subagents, and
agent action names likely won't match your custom stages.
Agentforce Sales Coach ready-to-use scenarios are built to coach sales reps on
opportunities in these stages.
Qualification
Needs Analysis
Proposal/Pricing Quote
Negotiation/Review
Be sure to review the prompt templates and referenced CRM data, and update the
instructions to reflect your selling guidance and stages.
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