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Track Agentforce Sales Coach Usage
Create a report on the Task object to track Sales Coach usage metrics.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
Each coaching session that a user completes, and the feedback that they get from the Sales Coach agent on an opportunity is logged as a task. The task’s subject line is Agentforce Sales Coach Feedback. To create a report, perform these steps.
- From the Reports page, click New Report.
- On the Create Report window, select the category as All.
- In the Search Report Types box, enter Task, and then select Tasks and Events.
- Click Start Report.
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Add these columns and filters to the report.
- Columns:
- Date: Specifies the date that the coaching session happened
- Subject: Specifies what type of coaching the user took
- Related To: Specifies the related object
- Company/Account: Specifies the associated Account
- Assigned: User who took the coaching session
- Filter: To make sure that the report includes only Coach-related tasks, add these values
to the filter.
- Field: Subject
- Operator: Contains
- Value: Agentforce Sales Coach Feedback
- To see the number of coaching sessions each user has taken, consider grouping by Assigned. Further, to see the number of coaching sessions each user took on each opportunity, consider grouping by Opportunity.
- Columns:
- Click Run.
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