Set Up Agentforce Qualification

The Agentforce Lead Qualification set up process guides you through these main steps.

• Turn On Qualification
  Agentforce Qualification is an AI-driven capability that performs autonomous lead qualification in your organization. The first part of setting it up is to turn it on and define the qualification criteria to do its work.
• Review the Required Fields
  Search for and select the mandatory data fields required for the Qualification process. These fields establish the minimum data integrity threshold for a lead to be actively qualified. If any of the selected fields are not populated with a value, the Lead Qualification Agent will automatically deem the lead as 'Cold’.You can select upto five required fields from the Lead record layout.
• Define Your Ideal Customer Profile
  An ideal customer profile (ICP) is a detailed description of a company that’s a perfect fit for your products or services. Of all the sales prospects in the market for your product or service, an ICP outlines the ones most likely to become paying customers. Agentforce uses this description as a way to evaluate a prospect and prioritize the most suitable individuals.
• Add the Qualifying Questions
  We have included best in class qualifying questions for your Agent to use in its conversation with prospects. These are intended to effectively confirm a lead’s interest, assess their specific needs, and determine the urgency of their timeline.
• Enable Qualification Summary on the Einstein Summary Component
  Make the Qualification Summary available to your users by adding it to the Einstein Summary Component.

Turn On Qualification

Agentforce Qualification is an AI-driven capability that performs autonomous lead qualification in your organization. The first part of setting it up is to turn it on and define the qualification criteria to do its work.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

Note Customer verification is automatically turned on when Agentforce Lead Qualification is enabled.

Review the Required Fields

Search for and select the mandatory data fields required for the Qualification process. These fields establish the minimum data integrity threshold for a lead to be actively qualified. If any of the selected fields are not populated with a value, the Lead Qualification Agent will automatically deem the lead as 'Cold’.You can select upto five required fields from the Lead record layout.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

When these fields are not populated on the Lead record, the Agent asks the prospect to provide answers for each required field over the course of a conversation.

• For email, the Agent asks the prospect to answer all required fields.
• For web, the Agent asks for a maximum of two required fields at a time.

Define Your Ideal Customer Profile

An ideal customer profile (ICP) is a detailed description of a company that’s a perfect fit for your products or services. Of all the sales prospects in the market for your product or service, an ICP outlines the ones most likely to become paying customers. Agentforce uses this description as a way to evaluate a prospect and prioritize the most suitable individuals.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

Add the Qualifying Questions

We have included best in class qualifying questions for your Agent to use in its conversation with prospects. These are intended to effectively confirm a lead’s interest, assess their specific needs, and determine the urgency of their timeline.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

This is an opportunity for you to train the Agent to qualify like your top sales representatives do and assure your Agent is asking the questions that are most indicative for your business.

Add the key questions your top sales representatives utilize to effectively confirm a lead’s interest, assess their specific needs, and determine the urgency of their timeline. These questions serve as the foundational conversational guidance for the Agent, ensuring relevant and focused discussions.

Enable Qualification Summary on the Einstein Summary Component

Make the Qualification Summary available to your users by adding it to the Einstein Summary Component.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

User Permissions Needed
To the users who use Prompt Builder	Einstein GPT Prompt Template User
To the users who will access Embedded AI component	Einstein for Service Innovations :

Note Ensure that the users have the Einstein Summary Add-Ons and Permissions.

1. Edit the Lead record page layout to include the Einstein Summary. For more details on adding the Einstein Summary to a Lead record page, see Add Einstein Summary to a Page.
2. Navigate to Prompt Template Type and click Select.
3. Click Record Summary.
4. Navigate to Prompt Templates, and click Get Qualification Result.
5. Save and activate the layout.