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Agentforce (Default) for Sales Setup
Agentforce (Default) subagents and actions related to sales are designed to help sellers effectively manage deals, handle deal closures, explore conversations, stay on top of customer communication, and forecast sales revenue. Each action is mapped to one or more subagents.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales add-on |
| User Permissions Needed | |
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| To set up Sales actions: | Manage Agentforce Default Agent OR Customize Application OR Modify Metadata |
| SUBAGENT | action | Functionality | Additional user permissions needed | Prerequisite features | notes |
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| Close Deals | Create Close Plan | Create Close Plan helps reps achieve their quotas by providing AI-generated plans that include advice and steps for closing deals. Close plans include data from records related to a specific opportunity, so the steps are personalized to the customer and the rep’s sales process. | Close Plan | Einstein Generative AI Agentforce (Default) Einstein Activity Capture |
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| Get Product Pricing | Get Product Pricing shows the pricing information for a product, including relevant historical data from previous deals involving the same product. | Get Product Pricing | Einstein Generative AI Agentforce (Default) |
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| Conversation Explorer | Explore Conversation | Explore Conversation answers a user’s questions about a voice or video call based on the call transcript. For example, if the user enters “What was the customer sentiment on the call?” in the Agentforce panel, the agent delivers an answer based on the customer’s language in the call transcript. | Einstein Sales Call Explorer | Einstein Generative AI Agentforce (Default) Einstein Conversation Insights (ECI) |
The Explore Conversation agent can’t answer a user's question about a voice call that’s identified by name. |
| Communicate with Customers | Meeting Follow-Up Email | Einstein Meeting Follow-Up Email saves reps time by producing AI-generated emails based on customer calls. Meeting Follow-Up Email incorporates crucial meeting details into personalized emails and other communications that help reps reengage customers quickly after a call. This feature is available through the Draft or Revise Sales Email agent. When a user asks the agent to draft a meeting follow-up email and the user has access to Meeting Follow-Up Emails with Agentforce (Default), the agent uses the internal-only Meeting Follow-Up Sales Email prompt template to compose the email. | Meeting Follow-Up Email | Einstein Generative AI Agentforce (Default) Einstein Conversation Insights (ECI) |
Enable ECI in Setup from the General Settings page. With ECI enabled, the agent generates a personalized email based on the last voice or video call. If the ECI feature isn’t enabled, the agent creates a sales email, using a template, without having any information related to the last call. |
| Send Meeting Request | Send Meeting Request generates a draft of a sales meeting request. The draft can include three time slots for a meeting and a link to the sender’s calendar. | Send Meeting Request | Einstein Generative AI Agentforce (Default) Inbox Availability |
Enable Make Inbox Availabile to Users in Setup from the Salesforce Inbox page. | |
| Forecast Sales Revenue | Get Forecast Guidance | Forecast Guidance gives sales managers clear insight into how their sales reps are performing. When users ask how a specific sales rep is doing, the agent calculates how that rep is tracking to meet their quota and identifies any risky deals. | Forecast Guidance User | Einstein Generative AI Agentforce (Default) Salesforce Forecasting |
Set Up Salesforce Forecasting |
| Manage Deals | Add Record to Cadence | Add Record to Cadence adds prospects to cadences. | NA | Einstein Generative AI Agentforce (Default) Sales Engagement |
Enable and configure the Sales Engagement feature in Setup from the Automate tab of the Sales Engagement Settings page. |
| Create a Label | Create a Label creates custom labels that can be used to organize and retrieve records easily. | NA | Einstein Generative AI Agentforce (Default) |
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| Create a To-Do | Create a To-Do creates tasks for pending actions and follow-ups. | NA | Einstein Generative AI Agentforce (Default) |
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| Find Contact Interactions | Find Contact Interactions identifies deals or account that a specific contact has influenced. | Review Buying Committee | Einstein Generative AI Agentforce (Default) |
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| Find Similar Opportunities | Find Similar Opportunities searches for and returns a list of opportunities that are similar to, but not duplicates of, a specified Salesforce opportunity. The agent returns An explanation of the similarities is with each opportunity record. | NA | Einstein Generative AI Agentforce (Default) |
Requires users to have Read permission on Opportunities. | |
| Identify Contact Role | Identify Contact Role assesses how a contact affects the outcome of a deal, initiative, or account. | Review Buying Committee | Einstein Generative AI Agentforce (Default) |
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| Identify Key Contacts | Identify Key Contacts identifies key contacts associated with an account or opportunity. | Review Buying Committee | Einstein Generative AI Agentforce (Default) |
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| Label a Record | Label a Record applies custom labels to a record. By labeling records, sales reps can effortlessly organize them into groups, making it easier to manage, find, and access them efficiently. | NA | Einstein Generative AI Agentforce (Default) |
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| Log a Call | Log a Call creates a task to log a call with the customer. Add details such as the date, time, and purpose so you can easily find the call later on. | NA | Einstein Generative AI Agentforce (Default) |
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| Prioritize Opportunities | Prioritize Opportunities identifies a rep’s top sales opportunities and ranks them in order of priority based on specific instructions provided by the user or available opportunity data. An explanation for each opportunity’s rank is also returned. | NA | Einstein Generative AI Agentforce (Default) |
Requires users to have Read permission on Opportunities. | |
| Review My Day | Review My Day helps sales reps stay on top of their day, with a view of their pending tasks, meetings, leads, opportunities, and track sales quota. | NA | Einstein Generative AI Agentforce (Default) Einstein Activity Capture |
Enable Einstein Activity Capture in Setup from the Settings page. This feature is optional. If this feature is turned on, the events listed include the events that are recorded in third-party integrations like Outlook and Gmail. |
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| Prospect | Find Past Collaborators | Find Past Collaborators leverages EAC insights to identify individuals who have worked with important stakeholders in previous deals. | NA | Einstein Generative AI Agentforce (Default) Premium Einstein Activity Capture |
