Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
AI Sales Agents
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Agentforce Sales Coach

            You are here:

            1. Salesforce Help
            2. Docs
            3. AI Agents for Sales

            Set Up Agentforce Sales Coach

            Turn on the required features and assign the permissions to begin setting up Agentforce Sales Coach. When you’re done, move on to Agentforce Builder to finish creating and activating Agentforce Sales Coach. 

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
            User Permissions Needed
            To enable Agentforce Sales Coach: Prompt Template User
            To turn on Data 360: Data Cloud Architect
            To add Sales Coach to a record page: Manage Agentforce Sales Coach
            1. From Setup, enter Salesforce Go in the Quick Find box, and then select Salesforce Go.
            2. Under Get Started With Agentforce, find Agentforce for Sales, and click Set Up.
            3. Turn on Agentforce.
            4. Turn on the Agentforce Sales Coach template.
            5. Click Confirm to accept the use of generative AI and Agentforce Sales Coach.
            6. Manage and assign permission sets to users.
              • Assign the Manage Agentforce Sales Coach permission set to yourself.
                Note
                Note This permission set contains the Manage AI Agents permission, which is required to access Agentforce Builder. Manage AI Agents grants org-wide management access to all agents, not just the agent type or template named in the permission set. Users with this permission can manage, activate, and deactivate agents, customize subagents and actions, and monitor agent activity. Assign this permission set only to users who require org-wide agent management access.
              • Assign the Use Agentforce Sales Coach permission set to reps.
            7. Add the Agentforce Sales Coach standard components, fields, and actions to the record pages.
              1. Click Manage and open the record page in Lightning App Builder.
              2. Drag-and-drop Agentforce Sales Coach to record page layouts, as required, based on the scenarios.
              3. Activate Lightning Experience record pages.
            8. Build and activate an agent from Agentforce Builder. For steps, see Build and Activate Agentforce Sales Coach.
             
            Loading
            Salesforce Help | Article