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Setting Up Agentforce Sales Coach

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Setting Up Agentforce Sales Coach

Complete the required steps to turn on Agentforce and create your Agentforce Sales Coach.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
  • Agentforce Sales Coach Permissions
    Agentforce Sales Coach includes multiple permission sets based on a user’s persona and responsibility. The permission sets include individual user permissions and object permissions.
  • 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. 
  • Build and Activate Agentforce Sales Coach
    Finish setting up Agentforce Sales Coach by creating an agent in Agentforce Builder. Before you get started, make sure you’ve completed the steps in Set Up Agentforce Sales Coach.
  • Agentforce Sales Coach Grounding with RAG
    Use retrieval augmented generation to ground Agentforce Sales Coach prompt templates with accurate, current, and pertinent information to improve the relevance and value of the agent’s role-play and feedback. 
  • Add Retrievers to Prompt Templates for Agentforce Sales Coach
    When using RAG to ground Agentforce Sales Coach, add the Agentforce Data Library retriever to relevant prompt templates for the agent to reference your uploaded files. 
 
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