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.
Agentforce Account Management Overview Learn how Agentforce Account Management helps sales teams research accounts and identify strategic opportunities.
Agentforce Account Management Permissions You use permission set groups to assign permissions to an AI agent or to an individual user. The Salesforce access controls that you put in place, such as licenses, permissions, and sharing settings, determine what each type of user can access.
Set Up Agentforce Account Management To streamline account research and strategy for your team, set up Agentforce Account Management. Then, optimize the experience by configuring data sources and features.
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