Enable and Set Up Agentforce Sales Coach

Learning Objectives

After completing this unit, you’ll be able to:

• Enable and create a user for Agentforce Sales Coach.
  
• Grant access to, configure, and activate Agentforce Sales Coach.
  

Trailcast

If you'd like to listen to an audio recording of this module, please use the player below. When you’re finished listening to this recording, remember to come back to each unit, check out the resources, and complete the associated assessments.

In order to follow along with the steps in this module, you need the proper permissions to use Agentforce. Don’t try to follow these steps in your Trailhead Playground. Agentforce isn’t available in the Trailhead Playground.

Enable Sales Coach in Agentforce

To get Sales Coach up and running, there are a few supporting services you must enable first. The Agentforce Sales Coach Setup wizard makes it easy to enable all the required supporting features, showing a list of the features you need and which ones are enabled.

Enable Supporting Features

1. From the 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.
   
2. Scroll down to the Get Started with Agentforce section and click Set Up on the Agentforce for Sales card.
   

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

4. 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 for this module.
   
5. Toggle on Agentforce Sales Coach.
   

6. 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 Coach 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 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. Navigate back to the Agentforce Sales Coach setup by clicking Salesforce Go from the Setup icon, then click the down arrow next to Agentforce Sales Coach to expand that section.
   
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.
    

Create a Sales Coach User

Your Agentforce Sales Coach operates as a user in Salesforce. As such, it needs reporting, record keeping, and management permissions, just like other users in your org. Next, 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: 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 Agenforce Sales Coach from the Available Permission Sets section to the Enabled Permission Sets section.
   
7. Click Save.
   

You’re almost done setting up the agent. Once you configure and activate Agentforce Sales Coach, you can begin customizing it.

Configure and Activate Agentforce Sales Coach

Now that the prework is done, you’re ready to configure and activate Sales Coach.

1. If you’re not already on the Salesforce Go page, click and select Salesforce Go. This opens the Salesforce Go home page in Setup. Alternatively, if you’re already in Setup, use Quick Find to search for and select Salesforce Go.
   
2. Scroll down to the Get Started with Agentforce section and click Keep Going.
   
3. On the Agentforce Sales Coach card, click to reveal the setup steps. At this point, 3 of the 4 required steps should be completed.
   
4. Click Go to Agentforce Builder. This opens Agentforce Builder in a new tab with Sales Coach already selected.
   

5. A new tab opens where you can select the agent you want to create. The agent type, Agentforce Sales Coach is already selected.
   
6. In the Select Your Agent’s Topics step, ensure all available topics have been added. Click Next.
   
7. In the Customize your agent step, populate the fields as follows:
   
   • Name: Agentforce Sales Coach
   • API Name: Agentforce_Sales_Coach
   • Description: autopopulates
     
   • Role: customize to your company’s specifications.
     
   • Company: customize to your company’s specifications.
     
   • Agent User: Select Sales Coach Agent from the list.
     
   • Check the Keep a record of conversations with Enhanced Event Logs to review agent behavior box.
     
8. Click Next.
   
9. In the Select Language and Tone step, leave the default settings as is, and click Next.
   
10. Optionally, if you want to use RAG, in the Select Data section, under Select a Library, click New Library. This automatically creates the Agentforce Sales Coach Library. The Library currently supports only Knowledge or uploaded files. Please note that Data Cloud must be enabled for this to show up.
    
11. Upload/connect your resources and click Save.
    
12. Click Create. Keep this tab open–you use it in the next unit.
    

Once you finish creating your agent, you can always upload more resources by clicking the book icon in the left-hand side menu bar.

Now you know how to enable Sales Coach, create a Sales Coach user, grant users access to Sales Coach, and configure and activate your Agentforce Sales Coach. Up next, you learn how to customize it.

Resources

• Salesforce Help: Agentforce Sales Coach Permissions
• Salesforce Help: Setting Up Agentforce Sales Coach
• Salesforce Help: Agentforce Sales Coach Grounding with RAG