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            Build and Activate Agentforce Sales Coach

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            3. AI Agents for Sales

            Build and Activate Agentforce Sales Coach

            Finish setting up Agentforce Sales Coach by creating an agent in Agentforce Builder. Before you get started, make sure you’ve completed the steps in Set Up 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 create an agent: Manage Agentforce Sales Coach
            Note
            Note

            If you accessed Agentforce Builder from step 8 of the Agentforce Sales Coach setup page, start on step 5 of this task.\

            1. From the App Launcher, enter Agent and then select the Agentforce Studio app.
            2. On the Agents tab, click New Agent.
            3. Select Agentforce Sales Coach as the agent type.
            4. Provide the required information for the agent, and then click Let’s Go to access the agent’s details.

              If you selected New User, a user is created and associated with the agent automatically. Otherwise, search and select an existing agent user.

            5. Review the subagents shown, and verify these subagents are added.
              • Agentforce Sales Coach: Opportunity Coaching
              • Agentforce Sales Coach: Negotiation/Review Role-Play
              • Agentforce Sales Coach: Proposal Quote Role-Play
            6. Select Language Settings from the Explorer menu and select from the set of languages your agent can use for conversational responses and select the appropriate tone.
            7. (Optional) Create an Agentforce Data Library and upload files.
              1. Update the agent user permission set to access the default data space. For steps, see Verify Access to Data Space.
              2. Add the retriever for Agentforce Data Library to your prompt templates.
            8. Click Activate when you're ready to make your agent available to users.
             
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