Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce for Sales Planning

Agentforce for Sales Planning

Helps your sales team plan more effectively and operate efficiently. The Sales Planning agent can answer questions about your sales agreements, generate performance summaries, and assist with related actions such as setting up visits or drafting emails. The agent can also perform bulk updates on sales agreements, and update records based on related data. In Program Based Business, use the agent to quickly convert the manufacturing program component forecast fact records to opportunities.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.

For more details and the setup steps, see Agentforce for Sales Planning.

 
Loading
Salesforce Help | Article