Turn On Agentforce Prospecting

Turn On Agentforce

Turn on Agentforce before you turn on Agentforce Prospecting.

Turn On Agentforce Prospecting

1. From Salesforce Go, go to the Agentforce for Sales page.
2. Click Keep Going.
3. Scroll down and expand the Prospecting section.
4. Turn on Prospecting.

Assign Permissions

Assign the required permissions for users to manage agents and access prospects.

1. From Salesforce Go, go to Agentforce for Sales.
2. In the Prospecting section, click Manage in the Manage User Access step.
3. Select the users to assign the Sales Agentic Prospecting permission set group, and then click Assign. These users get access to view and act on agent-generated prospects.
4. Select users to assign the Sales Agentic Prospecting Manager permission set, and then click Assign. These users get access to create and configure prospecting agents.
5. Click Done.

Connect Your Gong Data (Optional)

Connect Gong data so Prospecting Agent can use conversation insights from recorded calls.

1. Set up Einstein Conversation Insights and assign it to users who record sales calls in Gong.
2. Verify that call recordings and transcripts are available in Salesforce before you run Prospecting Agent.

Turn On Einstein Conversation Insights (Optional)

Turn on Einstein Conversation Insights so Prospecting Agent can review past phone calls.

1. Turn on Einstein Conversation Insights.
2. Assign Einstein Conversation Insights access to users who need to record and review call data.

Turn On Einstein Acitivty Capture (Optional)

Enable Einstein Activity Capture so Prospecting Agent can review past emails and meetings.

1. Set up Einstein Activity Capture for your sales team.
2. Confirm that calendar events and emails are syncing to Salesforce for users who work with Prospecting Agent.

Add the Prospecting Tab to Your Org

Open the Prospecting list view and review agent-generated summaries.

1. From the App Launcher, enter Prospecting in the search box, and then select Prospecting.
2. In the list view, click Review on any record to open the agent-generated summary panel.

Add the Generate Prospects Action to Accounts

Add the Generate Prospects action to Account layouts so users can run account-level prospect generation.

1. From Setup, search for and select Object Manager.
2. Click Account.
3. Click Page Layout, then Account Layout.
4. Click buttons, then drag Generate Prospects into the Account Detail section.
5. Click Save.
6. If your org uses Lightning Record Pages, open the Account Lightning Record Page, add Generate Prospects from Account to Visible Actions, and save the page.