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Agentforce for Manufacturing

Agentforce for Manufacturing

Agentforce for Manufacturing offers a suite of AI-powered agent templates that help your sales, service, and channel teams work faster through natural language interactions. With out-of-the-box subagents and actions, you can quickly get started to manage sales planning, asset service, warranty claims, inventory, rebate payouts, and product recommendations, across both internal and partner experiences.

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
    Use agent templates in Manufacturing to quickly deploy AI-powered agents for sales planning, asset service, channel revenue management, inventory, and product recommendations.
  • 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 Industries Sales Concierge for Partners
    Use AI-assisted task automation to help partners at Manufacturing dealerships or original equipment manufacturers (OEM) to efficiently streamline the sales life-cycle of products. This agent helps to search for products and parts, facilitate actions such as creating opportunities and quotes, initiating appraisals, and drafting emails.
  • Agentforce for Warranty Claims Assistance
    Streamline the warranty life-cycle of assets and parts and help service reps gather information regarding warranties through AI-assistance. This agent helps to generate summaries of submitted warranty claims, check the status of claims, and validate the warranty information of their assets or parts. Service reps can also figure out warranty coverage for serializable and non-serializable parts as per requirements.
  • Agentforce for Warranty Claims Assistance for Partners
    Streamline the warranty lifecycle of assets and parts with AI-powered assistance for customers and partner users. Generate claim summaries, track claim status, verify warranty eligibility, and determine coverage for serializable and non-serializable products.
  • 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.
 
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