Sales | Coach | Give Feedback on Qualification Stage
Provides sales reps with coaching and guidance on how well they’ve qualified a specific opportunity.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions |
| User Permissions Needed | |
|---|---|
| To use Agentforce Sales Coach: | Use Agentforce Sales Coach |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | GiveOppQualificationFdbk |
| Reference Action Type | Prompt Template |
| Reference Action | sales_coach_agent_impl__getQualificationFeedback |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Setup Agentforce Sales Coach |
Sales Coach Agent: Give Feedback on Qualification Stage and Prompt Templates
This action calls the Get Qualification Stage Feedback prompt template. This prompt template provides Sales Coach agent with the context it needs via CRM data from the opportunity record in order to accurately analyze a sales rep’s pitch. The prompt template also includes qualification questions that are used to assess how well the sales rep understands the deal and prospect’s needs. All of this is used to generate feedback for the sales rep. The categories for how feedback is broken down are also captured in the prompt template.
Considerations
Removing this action will break Sales Coach agent's ability to analyze sales pitches for opportunities in the Qualification stage.
