Sales

Optimize Sales Opportunities

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

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In a chat window with Einstein Copilot, a sales rep asks why a commit forecast is short. Einstein gives a detailed answer.

Forecast Guidance

Overview
Einstein Copilot 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.

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.

Select the Salesforce object that triggers the flow and configure the conditions under which the flow will be triggered.
In the Search Actions panel, search for and select the Automate Drive action.
When selecting Drive Operations, select New File From Template.
Select the template you have configured in the Drive Connect Template Builder.

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