AI Sales Agents

Learn how Agentforce augments a sales team’s productivity and efficiency.

Note Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.

• Sales Agents Roles and Responsibilities
  Identify the roles and responsibilities for enabling, managing, and using sales agents and what permissions are required to perform those responsibilities.
• Agentforce Prospecting
  Use Agentforce to generate a prioritized list of contacts and accounts and assign them to sales reps. Synthesize an account's data including calls, meetings, and email history and combine it with research context from Salesforce and third-party sources. Set up multiple Prospecting Agents to analyze all your customer data in one place and centralize your prospecting, reducing the need for manual research.
• Agentforce Engagement
  Agentforce Engagement lets sales teams generate and nurture their leads autonomously. Capture visitors to your web site as new leads via web chat and nurture those leads and other prospects via email. Built from the Lead Generation and Lead Nurturing agent templates, your agents can capture and incorporate lead details, answer questions, book meetings, and hand off to sales reps. Use these agent templates in tandem or individually depending on how your sales team works.
• Agentforce Sales Management
  Support sales teams through every step of the sales process with the help of generative AI. Automate time-consuming tasks such as record updates, get timely and data-informed suggestions, and more with the help of a Sales Management agent.
• Agentforce Sales Coach
  Empower your team to engage with customers more effectively using Agentforce Sales Coach, a personal AI coach integrated into Salesforce. Agentforce Sales Coach provides personalized coaching and feedback in real time to improve user interactions. It analyzes communication within Salesforce object records to give clear, actionable insights, and prepares reps for challenging conversations through interactive role-playing.
• Agentforce (Default) for Sales Setup
  Agentforce (Default) subagents and actions related to sales are designed to help sellers effectively manage deals, handle deal closures, explore conversations, stay on top of customer communication, and forecast sales revenue. Each action is mapped to one or more subagents.