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Considerations for Receiving Coaching for Ready-To-Use Scenarios

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Considerations for Receiving Coaching for Ready-To-Use Scenarios

Review these considerations and limitations for Opportunity coaching.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
  • Opportunity Stage is a customizable field in Salesforce. The stage names used by Agentforce Sales Coach align with standard opportunity stages provided by Salesforce. If you have customized opportunity stages, some text outputs, prompt templates, subagents, and agent action names likely won't match your custom stages.
  • Agentforce Sales Coach ready-to-use scenarios are built to coach sales reps on opportunities in these stages.
    • Qualification
    • Needs Analysis
    • Proposal/Pricing Quote
    • Negotiation/Review
  • Be sure to review the prompt templates and referenced CRM data, and update the instructions to reflect your selling guidance and stages.
 
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