Loading
Sales Productivity
Set Up Call Coaching

You are here:

  1. Salesforce Help
  2. Docs
  3. Seller Productivity

Set Up Call Coaching

Create call competencies from the Call Coaching page in Salesforce Go. For best results, follow the steps listed in the modals before activation.

Required Editions

Available in: Lightning Experience
Available in Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions with Einstein Conversation Insights.
User Permissions Needed
To enable Einstein Conversation Insights: Customize Application, View Setup, Modify All Data

We recommend using out-of-the-box competencies for quick setup.

  1. From the Setup, in the Quick Find box, enter Call Coaching then select Call Coaching.
  2. Toggle the feature on.
  3. Under Set Up Coaching Competencies, select Manage.
  4. Upon first enabling the feature, you can select the template competencies that you want to track for your teams. Modify and activate these competencies. You can always edit them again later, or create custom competencies from scratch.
  5. Return to the Coaching Competencies page anytime you want to create or edit competencies.
    You can have up to 8 active competencies.
 
Cargando
Salesforce Help | Article