Loading
Salesforce now sends email only from verified domains. Read More
Sales Basics
Table of Contents
Filter by (0)Add
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
            Search all of Salesforce Help
            Sales Account Research

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Sales Account Research

            Perform your external company research without leaving Salesforce. Use generative AI to gather valuable company insights such as competitive strengths and weaknesses, strategic initiatives, and key performance indicators. Then, to reduce research time and boost your ability to grow key accounts strategically, populate account and account plan fields with the results. For a personalized experience, create custom prompt templates with your own research topics.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Sales or Industry add-on license or included in Agentforce 1 Sales Edition.
            • Turn On Sales Account Research
              To use generative AI for external company research directly within Salesforce, turn on and configure Account Research.
            • Sales Account Research Overview
              Gain a deep understanding of your customers’ needs with generative AI-driven account research. Research and compile answers to key strategic questions with one click. Then, update account and account plan fields with the results. That way you save time and boost your ability to grow and retain customer relationships.
            • Customize Sales Account Research for Your Business Needs
              The Account Research Lightning component comes with seven pre-configured research topics. To create custom research topics that fit your unique business requirements, use Prompt Builder.
            • Considerations for Using Sales Account Research
              Before you research accounts with generative AI, consider supported functionality, usage, limitations and allowances, limits, and other issues.

            See Also

             
            Loading
            Salesforce Help | Article