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            Set Up Agentforce Sales Coach

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            Set Up Agentforce Sales Coach

            Turn on the required features and assign the permissions to begin setting up Agentforce Sales Coach. When you’re done, move on to Agentforce Builder to finish creating and activating Agentforce Sales Coach. 

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
            User Permissions Needed
            To enable Agentforce Sales Coach: Prompt Template User
            To turn on Data 360: Data Cloud Architect
            To add Agentforce Sales Coach to a record page: Manage Agentforce Sales Coach
            1. From Setup, enter Salesforce Go in the Quick Find box, and then select Salesforce Go.
            2. Under Get Started With Agentforce, find Agentforce for Sales, and click Set Up.
            3. Turn on Agentforce.
            4. Turn on the Agentforce Sales Coach template.
            5. Click Confirm to accept the use of generative AI and Agentforce Sales Coach.
            6. Manage and assign permission sets to users.
              • Assign the Manage Agentforce Sales Coach permission set to yourself.
              • Assign the Use Agentforce Sales Coach permission set to reps.
            7. Add the Agentforce Sales Coach standard components, fields, and actions to the record pages.
              1. Click Manage and open the record page in Lightning App Builder.
              2. Drag-and-drop Agentforce Sales Coach to record page layouts, as required, based on the scenarios.
              3. Activate Lightning Experience record pages.
            8. Build and activate an agent from Agentforce Builder. For steps, see Build and Activate Agentforce Sales Coach.
             
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