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A sales rep next to a view of a screen showing new opportunities. There is a button to draught an intro email using Einstein.
Sales

Optimise Sales Opportunities

Sellers need to forecast sales quotas and metrics to project business outcomes. Agentforce Assistant can automatically provide a comprehensive summary of account status and forecast to quota.

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In a chat window with Agentforce Assistant, a sales rep asks why a commit forecast is short. Einstein gives a detailed answer.
Copilot Action: Pre-Built

Forecast Guidance

Overview
Agentforce Assistant can help front line sales managers evaluate the performance of sales reps who report to them by providing an overview of key risk factors in their commit forecast.

Action Type
Prompt

Data Sources
CRM, Flow

How to Use the Action
Invoke the action with these prompts:
“Show me [rep]’s forecast.”
“Is [rep] going to hit his quota?”
“What are the riskiest deals for [rep]?”

In a chat window, a sales rep asks the Agentforce Agent to create a proposal document for this opportunity and share it with Laura Jones for leadership review.
Copilot Action: Partner-Built

Generate a Document

Overview
Sales reps can quickly generate a proposal document from an opportunity record.

Action Type
Prompt

Object Referenced
Opportunity

Data Sources
CRM, Google Documents

How to Use the Action
Select Record-Triggered Flow.

  1. Select the Salesforce object that triggers the flow and configure the conditions under which the flow will be triggered.
  2. In the Search Actions panel, search for and select the Automate Drive action.
  3. When selecting Drive Operations, select New File From Template.
  4. Select the template you have configured in the Drive Connect Template Builder.
Watch demo
In a chat window, a sales rep asks the Agentforce Agent to generate and send an NDA to Account Acme Partners.
Copilot Action: Partner-Built

Generate & Send Sales Agreements

Overview
Enable your sales reps to quickly generate and send agreements.

Action Type
Prompt

Object Referenced
Account, Opportunity or any customised objects

Data Sources
CRM, Flow

How to Use the Action
Invoke the action with these prompts: 

  • "Generate and send an MSA to [account name]."
  • "Generate and send an NDA to [account name]."
  • "Generate and send [sales agreement] to [account name]."

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