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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.
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. |
Accessing Essential Information with Sales Account Research
Sales professionals need a deep understanding of their customers to create effective solutions that drive business growth and retention. The significant research involved with developing account strategies can be labor intensive. Using generative AI to assist with account planning significantly reduces the time spent on this research.
Access sales account research from the Account Research Lightning component on any account or account plan record page.
Getting to Know Sales Account Research
Sales account research helps you compile answers to key strategic questions about your accounts. Quickly get a company overview from any account or account plan record. And, get information on competitive strengths and weaknesses, industry trends, key performance indicators, strategic priorities, and top competitors to enrich your account plan strategies.
The seven out-of-the-box research areas are powered by web search results (1). Expand the results to see comprehensive responses (2). To ensure accuracy and trust, citations are included as part of the research output (3). Maintain control over the information by expanding, editing, and refining the generated research output. You can rewrite the research using your own company style or choose which research to save (4). Use the feedback component (thumbs up and down) to further train the large language model (5).
Enrich Your Account Plans with Generated Insights
After research is generated for a research area, you can easily update corresponding fields on your account or account plan records, as long as you have permission to update them.
You have the flexibility to deselect individual fields. Be aware that preexisting data in the mapped fields is overwritten by the most recently generated research.
Research Areas
The out-of-the-box research areas map to these Account and Account Plan fields.
| Research Area | Object | Field |
|---|---|---|
| Company Overview | Account | Description |
| Competitive Strengths | Account Plan | Competitive Strengths |
| Competitive Weaknesses | Account Plan | Competitive Weaknesses |
| Industry Trends | Account Plan | Industry Trends |
| Key Performance Indicators | Account Plan | KPIs |
| Strategic Priorities | Account Plan | Strategic Priorities |
| Top Competitors | Account Plan | Competitors |
To best fit your unique business requirements, your Salesforce admin can use Prompt Builder to create custom research topics and map them to other account or account plan fields.
