Loading
Manufacturing Cloud
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
            Agentforce for Manufacturing Cloud

            You are here:

            1. Salesforce Help
            2. Docs
            3. Manufacturing Cloud

            Agentforce for Manufacturing Cloud

            Agentforce for Manufacturing Cloud offers a suite of AI-powered agent templates that help you manage sales planning activities, inventory tasks, and asset service estimation through natural language interactions. With out-of-the-box agent topics and actions, quickly get started to manage sales agreements, generate performance summaries, convert forecasts into opportunities, estimate service requirements for assets, and search for products or assets based on user-defined criteria.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Manufacturing add-on license or included in Agentforce 1 Manufacturing Edition. Requires each user to have the Agentforce for Manufacturing add-on to access the action.
            • Agent Templates in Manufacturing Cloud
              Use agent templates in Manufacturing Cloud to quickly deploy AI-powered agents for sales planning, asset service management, and inventory tasks.
            • Agentforce for Asset Service Management
              Service reps in an original equipment manufacturing company can efficiently summarize asset telemetry, create service quotes and work orders based on the information selected by a user, including relevant coverages for products such as asset warranties, service contracts, or entitlements as well as manual discounts. This agent facilitates related actions such as drafting emails.
            • Agentforce for Industries Sales Assistance
              Use Industries Sales Assistance agent template to create agents that help sales representatives to search for products and parts, identify relevant distributors, and manage customer communications. By reducing manual effort and minimizing context switching, reps can quickly generate product summaries, locate distributors by proximity, and manage opportunities within the sales pipeline. Pursue sales conversations with out-of-the-box actions to create opportunities and quotes, initiate trade-in requests for existing assets, generate appraisal records, and draft emails.
            • Agentforce for Inventory Management
              Helps users efficiently monitor and manage inventory using natural language queries. It supports actions like finding products and vehicles, summarizing stock levels, and creating product requests. By mapping user input to relevant search criteria, the agent delivers accurate, contextual results. Whether it's about locating a specific product or part, checking stock levels, or an inventory manager creating a replenishment product request, the agent streamlines end-to-end inventory interactions for faster decision-making.
            • 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.
            • Agentforce for Channel Revenue Management
              Track rebate payout progress and resolve issues efficiently. View total payouts by program and period, see splits by rebate type, and identify aggregates where payouts weren’t generated due to configuration or data issues. Drill into specific periods and payout sources for traceability, and review aggregates to ensure claim accuracy.
            • Agentforce for Product Upsell and Cross-sell
              Use Agentforce to empower every technician and service rep, regardless of their expertise, to identify and propose upgrades or add-ons for specific assets or recommend new products during customer interactions. The agent navigates users through product discovery, clarifies user intent for accuracy, and identifies the most relevant product options based on customer needs. It then helps generate quotes for selected products and capture quote approval.
             
            Loading
            Salesforce Help | Article