Enable Sales Coaching in Agentforce

Learning Objectives

In this project, you’ll:

• Explore sales coaching capabilities.
  
• Enable sales coaching with Agentforce.
  
• Create a sales coaching user.
  
• Grant access to, configure, and activate the agent for sales coaching.
  

Say Hello to Your New Coach

Sales coaching in Agentforce is like having a personal trainer in Salesforce. But instead of tracking workouts, it helps you build the skills you need to close more deals and strengthen customer relationships. Whether you're just getting started or looking to improve, sales coaching can meet you where you are and help you grow.

What makes it really useful is how it adapts. As you get more confident with the basics, it introduces new techniques and strategies to keep you learning and improving.

And here's the real magic: Sales coaching doesn’t just teach you the basics; it adapts to your needs and grows with you. As you become more comfortable with the fundamentals, it introduces advanced techniques and strategies to help you level up your sales game. So, are you ready to become a sales superstar? Let’s dive in and start your journey with sales coaching.

Enable Sales Coaching in Agentforce

Enabling the Sales Coach agent in Agentforce is a straightforward two-step process:

• Turn on Sales Coaching in Agentforce: Activate Agentforce’s capabilities, along with the necessary supporting services, to make the Sales Coach agent available.
  
• Configure and Activate the Agent: Use Agent Builder to tailor the agent to your business needs and sales processes.
  

In this unit, you learn how to complete the first step—enabling the Sales Coach agent through the Salesforce Go experience. Salesforce Go is the new setup experience that streamlines how you discover, enable, configure, and monitor Salesforce features. Check out the Resources section to learn more about Salesforce Go.

Enable Agentforce Sales Coach

1. Be sure to take the steps at the top of this page to get a new Trailhead Playground with Agentforce sales coaching and connect it.
   
2. Then, from the playground home page, click the gear icon and click Salesforce Go. This opens up the Salesforce Go home page in Setup. Alternatively, if you’re already in Setup, use Quick Find to search for and select Salesforce Go.
   
3. Scroll down to the Get Started with Agentforce section and click Set Up on the Agentforce for Sales card.
   

4. Click Turn On to enable Agentforce in your org.
   

5. Click Confirm. It may take a few moments for Agentforce to activate. Once enabled, Agentforce automatically makes sales-related agents available for setup. For example, Agentforce for Sales currently includes two agents: Sales Coach and SDR Agent. After activation, these agents become accessible from this page. From here, you can enable the agent you want which is Sales Coach.
   
6. Toggle on Agentforce Sales Coach.
   

7. Click Confirm in the dialog box. It may take a few moments for the agent to activate. Once enabled, the setup steps you need to complete become available. As shown, one of four required steps—turning the agent on—is now complete. Your agent is now enabled and ready for set up.
   

Grant Users Access to Sales Coaching

For this project, you need to assign access to yourself enabling you to configure and operate the Sales Coach agent.

1. From the Agentforce Sales Coach setup area, click Manage in the Manage User Access section.
   

2. Under the Manage Agentforce Sales Coach tab, click the Recently Viewed dropdown and change it to All Users.
   
3. Locate your name and check the box next to YOUR NAME.
   

4. Click Assign. You’ve successfully assigned yourself to manage Agentforce Sales Coach.
   
5. Click the Use Agentforce Sales Coach tab and change the Recently Viewed dropdown to All Users.
   
6. Select the checkbox next to YOUR NAME. Click Assign, and then click Done.
   

7. You should now see a checkbox marked in the Manage User Access step showing this step is completed. You’ve successfully granted the required permissions for the Sales Coach agent.
   

Add Agentforce Sales Coaching to Opportunity Pages

Now that you have the right permissions, let’s add Agentforce Sales Coach to the Opportunity page. This is the primary interface where you’ll engage with your Sales Coach once it’s active and configured. This step marks the third requirement in the Agentforce Sales Coach setup process.

1. In Setup Quick Find, search for and select Agentforce Sales Coach.
   
2. In the Add Components, Fields, and Actions to Lightning Record Page section, click Manage.
   
3. Click the Open in App Builder next to Opportunity Grouped View Default option. You may have to scroll to the right if you don’t see it. Lightning App Builder opens in a new tab. This is where you edit the Opportunity Record page layout.
   
4. From the Components panel, click and drag Agentforce Sales Coach to just above your Related Lists section.
   

5. Click Save, and then click Activate.
   
6. Click Assign as Org Default.
   
7. Leave Desktop as the default view and click Next.
   
8. Click Save. You're finished with this tab, so you can close the Lightning App Builder tab.
   
9. Once you are back on the Setup page click Done. Refresh the page.
   
10. Manually check the box to mark this step as complete.
    

You’ve now successfully added the Agentforce Sales Coach to the Opportunity page layout—your workspace for practicing sales pitches and receiving AI-powered feedback.

The last step in the process is to actually build the agent by clicking the Go to Agentforce Builder link and completing the customization. However, before you do that, there’s one final setup task. The Sales Coach agent functions as a dedicated user within your Salesforce org and must be properly created and provisioned to operate effectively.

Let’s create this Sales Coach user and assign the appropriate licenses to enable full functionality.

Create a Sales Coach User

Your sales coaching agent operates as a user in Salesforce. As such, it needs reporting, record keeping, and management permissions, just like other users in your org. Next, let’s create a specific type of user for your autonomous sales agent, and assign it the appropriate permissions.

1. In the Quick Find, search for and select Users.
   
2. Click New User.
   

3. A new tab opens where you can create a new user. Populate the New User fields as follows:
   
   • First Name: Sales Coach
   • Last Name: Agent
   • Alias: auto-populates
     
   • Email: your email address
     
   • Username: scoach + <your initials> + <today’s date> + <your favorite color> + @thsc.com
     The username must be unique.
     
   • Nickname: auto-populates
     
   • Company: Acme
   • User License: Einstein Agent
     
   • Profile: Einstein Agent User
     

4. Click Save. Your Agentforce Sales Coach user record has been created.
   
5. Scroll down to the Permission Set Assignments section and click Edit Assignments.
   
6. Move Agentforce Sales Coach from the Available Permission Sets section to the Enabled Permission Sets section.
   
7. Click Save.