Loading
Salesforce now sends email only from verified domains. Read More
AI Agents for Sales
Table of Contents
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
          Agentforce Account Management

          Agentforce Account Management

          Use Agentforce Account Management to conduct deep research on accounts, build strategic positioning statements, and prepare for meetings. Create comprehensive briefings with company demographics, business priorities, key performance indicators (KPIs), industry trends, and more to anchor your entire sales strategy. When you save time with Agentforce Account Management, you can focus more on what really matters: building strong relationships with customers.

          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.
           
          Loading
          Salesforce Help | Article