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Agentforce Sales Coach Ready-To-Use Scenarios
Agentforce Sales Coach provides a few prebuilt scenarios out-of-the-box that are specific to the Sales Opportunity object: Present Your Knowledge, Practice Your Pitch, Role-Play with Your Coach, and Sharpen Your Negotiation Skills.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. |
| Scenario title | Scenario Type | SUBAGENT | ACTION | Prompt Template |
|---|---|---|---|---|
| Present Your Knowledge | Present | Agentforce Sales Coach: Opportunity Coaching | Agentforce Sales Coach: Give Feedback on Qualification Stage | Get Qualification Stage Feedback |
| Practice Your Pitch | Present | Agentforce Sales Coach: Opportunity Coaching | Agentforce Sales Coach: Give Feedback on Needs Analysis Stage | Get Needs Analysis Stage Feedback |
| Role-play with Your Coach | Role-Play | Agentforce Sales Coach: Proposal and Pricing Quote Role-Play | None | None |
| Agentforce Sales Coach: Opportunity Coaching | Agentforce Sales Coach: Give Feedback on Proposal Stage | Get Proposal/Pricing Quote Stage Feedback | ||
| Sharpen Your Negotiation Skills | Role-Play | Agentforce Sales Coach: Negotiation and Review Role-Play | None | None |
| Agentforce Sales Coach: Opportunity Coaching | Agentforce Sales Coach: Give Feedback on Negotiation and Review Stage | Get Negotiation/Review Stage Feedback |
- For coaching on an Opportunity, we provide a different scenario for each opportunity stage. You can edit these scenarios to reflect your opportunity stages or add more scenarios if you have additional stages that you want to target.
- Each role-play has its own subagent because the role-play scenarios differ in terms of when they occur in the sales cycle and the type of conversations a rep has with a customer. Each subagent includes a classification description, scope, and specific instructions tailored to the opportunity stage and the agent’s behavior when acting as a buyer in that stage.
- For all opportunity coaching scenarios, in this example, we use a subagent called Agentforce Sales Coach: Opportunity Coaching, which includes multiple subagents. Each subagent calls a discrete prompt template that has instructions reflecting the opportunity stage and the behaviors the rep was expected to demonstrate during the presentation or role-play.
- Considerations for Receiving Coaching for Ready-To-Use Scenarios
Review these considerations and limitations for Opportunity coaching. - Agentforce Sales Coach Feedback for Ready-To-Use Scenarios
Agentforce Sales Coach provides reps with feedback based on the criteria established in prompts templates. Out-of-the-box, Agentforce Sales Coach offers specific prompts for default opportunity stages that align and provide the large language model (LLM) with stage-specific criteria to look for. Review the prompt templates and referenced CRM data, and update the instructions to reflect your selling guidance and stages.
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