Agentforce Sales Coach Grounding with RAG

Create an Agentforce Data Library and upload files to it to provide Agentforce Sales Coach with trusted data for RAG. Consider including sales methodology, objection handling techniques, buyer personas, and playbooks. Additionally, tips, best practices, industry insights, and examples of successful pitches are also good resources to include. These resources help Agentforce Sales Coach generate feedback for your reps that reflects your company’s selling methodology.

After your files are in a data library, Data 360 creates a search index and retriever for Agentforce Sales Coach to use. In order for Agentforce Sales Coach to use information from the data library, add the retriever from the data library to the relevant prompt templates. Learn more about retrievers.

Here's an example of how to insert a retriever in a prompt template and instruct Agentforce Sales Coach to reference the retriever and files in the Agentforce Data Library.

"Reference the Discovery process that the company uses EinsteinSearch:RagFileUDMO_SI_1Cx_QFx6a79befc.results and include a hyperlink to the best resource for a sales executive."

With the right files in the data library, Agentforce Sales Coach can generate feedback specific to your business and link directly to relevant resources to better support reps to succeed.