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            Set Up Agentforce Prospecting

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            3. AI Agents for Sales

            Set Up Agentforce Prospecting

            Set up Agentforce Prospecting and give your sales reps access to Prospecting agents and generated accounts and contacts. Configure extra features and assign permissions.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited editions with Foundations and the Agentforce for Sales or Agentforce for an Industry add-on license, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.

            Turn On Agentforce Prospecting

            Turn on the features required to use Agentforce Prospecting.

            Required Editions

            User Permissions Needed
            To set up Agentforce Prospecting:

            View Setup

            AND

            Modify All Data

            OR

            Customize Application

            Before you begin, make sure you've set up Einstein Generative AI.

            1. From the gear icon, select Salesforce Go.
            2. On the Salesforce Go Home page, search for and select Agentforce for Sales.
            3. Turn on Agentforce.
            4. Turn on Agentforce Prospecting.
            Note
            Note If customer conversation data contains sensitive information, hide agent-generated prospect summaries from all sales reps. Reps will not see any information about why the agent generated each prospect. This is only recommended if absolutely necessary to protect customer privacy.

            Grant Users Access to Prospecting Agents

            To give users access to Prospecting Agents, assign them the necessary permission set.

            1. Assign the Sales Agentic Prospecting Manager permission set and the ZoomInfo Prospecting Access permission to users who create and configure prospecting agents as well as see and manage generated prospects.
            2. Assign the Sales Agentic Prospecting permission set to users who only see and manage generated prospects.

            See Also

             
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