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            Considerations for Using Agentforce Sales Coach

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            Considerations for Using Agentforce Sales Coach

            Review these considerations and limitations around setup and usage of Agentforce Sales Coach.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
            • Data 360 is a required feature and must be turned on before enabling Agentforce Sales Coach.
            • Admins need the Data Cloud Architect permission set to turn on Data 360.
            • The agent user needs the Data Cloud Architect permission set to access Data 360.
            • You can have only one active Sales Coach agent per Salesforce org.
            • The Agentforce Sales Coach add-on has a limit of 25,000 user permissions.
            • Agentforce Sales Coach supports a maximum of 20 active scenarios on any given object and a total of 500 scenarios for each agent version.
            • You can't delete a subagent associated with a coaching scenario.
            • Knowledge articles aren't supported in Agentforce Data Libraries for Agentforce Sales Coach.
            • Agentforce Sales Coach isn’t supported on the Salesforce mobile app.
            • The coaching that reps receive is most effective when the object has all the necessary CRM data fields populated.
            • Use the Sales Coaching prompt template type to generate feedback in custom coaching scenarios.
            • Admins can create a coaching scenario only if their org language is English.
            • Consumption credits are consumed when using the Preview functionality.
            • The agent shows an error for Opportunity records when both these conditions are met:
              • When an org is upgraded to the Coach Everywhere version and provisioned with the ready-to-use scenarios (by clicking Populate Data under Coaching Scenarios in Agentforce Builder).
              • When the Organization-Wide Default (OWD) sharing setting for the Opportunity object is set to Private.
              To resolve this issue, change the Sharing Settings for Opportunity to Public Read Only or create a custom permission set that grants View All Records access and assign it to the Agent User. See this Known Issue for details.
            • To generate feedback, coaching sessions must meet minimum length requirements.
              • Role-play scenarios require at least three conversational exchanges between the user and the Sales Coach agent, with at least 60 words.
              • Present scenarios require the rep to speak at least 100 words.
              If a session is too short, the agent shows an error message.
             
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