Test Your Role-Play Customization for Agentforce Sales Coach
Verify that the customizations made to Agentforce Sales Coach in role-play scenarios are
operating as expected before deploying those changes.
Required Editions
Available in: Lightning Experience in Enterprise, Performance,
Unlimited, and Developer Editions with Foundations or Agentforce 1
Editions.
User Permissions Needed
To customize and test role-play scenarios:
Manage Agentforce Sales Coach
From Agentforce Studio, click Agentforce Sales Coach.
Click Open in Builder.
Select Subagents from the sidebar menu.
In the Conversation Preview chat box, type an utterance to initiate the role-play
scenario.
Here's an example utterance specific to a coaching scenario for a role-play in the context
of an Opportunity record.
Utterance: "Let's do a role-play. The customer account name is
Virtuoso. The sales executive's name is Samatha. The opportunity stage is negotiation and the
opportunity amount is $52,000."
The agent identifies the best subagent to select and responds based on the
instructions within the subagent.
Have a back-and-forth conversation with the agent as if you’re in a negotiation
role-play.
Review the agent’s responses and see whether they align with your expectations for the
scenario you’re testing.
Review the Plan Tracer to see how the agent thinks. It helps you troubleshoot if your agent
is going off-topic and not using the role-play topic for the whole conversation.
Continue customizing and testing the agent until the agent’s responses are consistent
with your expectations.
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