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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.
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. |
| User Permissions Needed | |
|---|---|
| To set up Agentforce Account Management: | View Setup AND Modify All Data OR Customize Application |
| To build a Sales Management agent: | Manage AI Agents AND Manage Agentforce Employee Agents OR Customize Application |
Turn On Agentforce Account Management
Turn on the features required to use Agentforce Account Management.
Before you begin, set up Einstein Generative AI and enable Agentforce.
- From the gear icon, select Salesforce Go.
- On the Salesforce Go Home page, search for and select Agentforce for Sales.
- Turn on Agentforce.
- Turn on Account Management.
When you turn on Account Management, you’re assigned the Sales Management User permission set group. The Sales Management agent is also created and assigned the Sales Management Agent User permission set group.
Add Features to Agentforce Account Management
Certain agent capabilities require you to turn on more features or configure settings. To get the most out of Agentforce Account Management, complete these steps.
- Configure the Slack connection.
If your organization uses Slack, we create the Agentforce connection for you. To finish installing the agent and manage the configuration, go to Slack.
- Set up Einstein Conversation Insights.
Einstein Conversation Insights enables the agent to use voice and video calls as data sources. Access to this data provides richer responses, improving the relevance and quality of account briefs and meeting prep.
- Set up Einstein Activity Capture.
Einstein Activity Capture enables the agent to use captured emails as a data source for suggestions. Access to this data improves the relevance and quality of the agent’s responses.
- Optimize Account Plan field permissions and sharing settings.
To get the most out of Agentforce Account Management, create a permission set that gives users access to additional fields on account plans. Then, configure your sharing settings. See Select Who Can Use Sales Account Plans.
- Configure Account Plan Objectives.
To improve the quality of agent responses, add specific, actionable, and measurable goals to your team’s long-term growth strategy. See Sales Account Plan Objectives, Measures, and Calculation Definitions.
Grant Users Access to Agentforce Account Management
To give users access to Agentforce Account Management, assign them the Sales Management User permission set group. Additionally, give them permission to access and use the Sales Management agent through a custom permission set.
- In Salesforce Go, on the Agentforce Sales page, locate the Account Management section.
- Go to the Manage User Access step and click Manage.
- Assign the Sales Management User permission set group to the users who need access to Agentforce Account Management.
