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Agentforce Account Management Overview
Learn how Agentforce Account Management helps sales teams to research accounts and identify strategic opportunities.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions. |
About Agentforce Account Management
Agentforce Account Management provides the Sales Management agent with a specialized subagent to assist account managers. Instead of manually digging through multiple systems, sellers can ask the agent to perform deep research, summarize recent interactions, and recommend next steps. To provide a unified view of the account, the agent uses a combination of internal data, such as Opportunities, Service Cases, Contacts, and Account Plans, and external web data, such as company news and industry trends.
Key Capabilities of Agentforce Account Management
| Automated Research | The agent can search for recent news, financial results, and strategic priorities for a specific account. It can create account briefs to help you prepare for meetings. |
| Interaction Summarization | Get summaries of the most recent calls, emails, and notes. The agent can identify key themes from recent conversations to make sure that you’re up to date on the customer relationship. |
| Strategic Planning | Ask the agent to generate a strategic Point of View (POV) or suggest objectives for your Account Plan based on the customer’s current challenges and industry trends. |
| Unified Insights | Access insights from disparate objects such as Opportunities and Service Cases in a single conversational panel, reducing the time spent navigating records. |
Access Agentforce Account Management in Salesforce and in Slack
When Agentforce Account Management is enabled, the Agentforce panel in Salesforce comes prepopulated with recommended questions that you can ask the agent (1). Or, ask the agent your own questions (2).
The Agentforce Sales agent in Slack also has prepopulated recommendations, which change depending on which Agentforce features are enabled. Ask the agent to help you prep for meetings, get account updates, and so on.
