Set Up Inbound Lead Generation

Engage with prospects via a website or messaging channel to answer questions, capture leads, and schedule meetings with your sales team.

• Turn On Inbound Lead Generation
  Agentforce Inbound Lead Generation engages with prospects on your website or messaging channel to answer questions, capture leads, and schedule meetings with your sales team.
• Manage Access for Managers and Users
  To configure and use Inbound Lead Generation, users and admins need specific permissions.
• Manage the Inbound Lead Generation Agent’s User Record
  An Inbound Lead Generation agent requires a user record to operate in your organization. Create a user for your agent or assign an existing user to it.
• Assign and Verify Users to Schedule Meetings
  Inbound Lead Generation enables prospects to schedule meetings with sales reps who have the required permissions.
• Configure Data for Your Inbound Lead Generation Agent
  To manage the data that your agent uses, select an existing data library or create one.
• Build and Manage Your Inbound Lead Generation Agent
  The Inbound Lead Generation template guides you through creating an agent to autonomously engage with and capture prospects in Salesforce.
• Connect Your Inbound Lead Generation Agent to a Messaging Channel
  Connect your Inbound Lead Generation agent to a messaging channel where it engages with prospects.