Enable and Set Up 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 the Sales Coach agent.
  

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 select Setup.
   
2. In the Quick Find box, search for and select Agentforce Sales Coach.
   

3. Click Enable All.
   
4. Data Cloud is required if you want to use RAG. For the purpose of this module, enable it. Click Go to Data Cloud.
   
5. Click Get Started on the Data Cloud Setup page. The process of enabling Data Cloud may take 15 minutes or longer. You can close the Data Cloud Setup page in the meantime.
   
6. Return to the Agentforce Sales Coach Setup page.
   
7. In the Step 1: Enable Agentforce Sales Coach section, move the Enable supporting features first toggle to Active.
   

8. Click Got It in the popup window. A confirmation box shows you that Agentforce Sales Coach is now active.
   

Now that you activated Agentforce Sales Coach, the next setup step is to add Sales Coach to your Opportunity record pages.

Add Agentforce Sales Coach to Opportunity Pages

Go to the Step 1 section and add Agentforce Sales Coach to the Opportunity page. Opportunity pages are where you can interact with your Sales Coach once it’s up and running.

1. In the Step 1: Enable Agentforce Sales Coach section, click the Go to App Builder button .
   
2. Click the Pages dropdown in the left corner.
   
3. Choose Opportunity Record Page under Last Modified Pages and click Confirm.
   
4. From Builder, click and drag Agentforce Sales Coach to just above your Related Lists section.
   

5. Click Save, then click Activate.
   
6. Click Assign as Org Default.
   
7. Leave Desktop as the default. Click Next, and click Save.
   
8. Close the tab. Once you’re back to Setup, refresh the page.
   

Create a Sales Coach User

Your Sales Coach 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, create a specific type of user for your autonomous sales agent, and assign it the appropriate permissions.

1. In the Step 2: Create a Sales Coach Agent User section of the Agentforce Sales Coach Setup page, click Go to User Setup.
   

2. A new tab opens where you can create a new user. Populate the New User fields with these details:
   
   • First Name: Sales Coach
   • Last Name: Agent
   • Alias: auto-populates
     
   • Email: use any email address you want here
     
   • Username: auto-populates (This must be unique.)
     
   • Nickname: auto-populates
     
   • Company: Acme
   • User License: Einstein Agent
     
   • Profile: Einstein Agent User
     

1. Click Save. Your Agentforce Sales Coach user record is created. Close this tab and jump back to Agentforce Sales Coach Setup.
   
2. In the Step 2: Create a Sales Coach Agent User section of the Agentforce Sales Coach Setup page, click Go to Permission Sets.
   
3. This opens a new tab where you can manage the assignments for the Agentforce Sales Coach permission set. Click Add Assignments.
   
4. Select the Agent, Sales Coach checkbox, click Assign, then click Done. This adds the Agentforce Sales Coach permission set to your Agent, Sales Coach user. Close this tab and return to Agentforce Sales Coach Setup.
   

Grant Users Access to Sales Coach Agent

1. From the Agentforce Sales Coach Setup page, in Step 3: Grant Access to Your Sales Coach Agent, click the first Go to Permission Sets next to Identify Managers for Your Sales Coach Agent.
   
2. This opens a new tab where you can assign the Manage Sales Coach Agent permission set. Click Add Assignments.
   
3. Check the box next to your name (the name for your user—the sales reps that gain access to Sales Coach—not the coach agent user).
   
4. Click Assign, and click Done.
   
5. Close this tab and return to Agentforce Sales Coaching Setup.
   
6. In Step 3: Grant Access to Your Sales Coach Agent, click Go to Permission Sets next to Assign Users to Your Sales Coach Agent.
   

7. This opens a new tab where you can assign the Use Sales Coach Agent permission set. Click Add Assignments.
   
8. Check the box next to your name (the name for your user—the sales reps that gains access to Sales Coach—not the coach agent user), click Assign, and click Done.
   
9. Close this tab and return to Agentforce Sales Coach Setup. You now can use a Sales Coach agent.
   

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

Configure and Activate Sales Coach Agent

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

1. From the Agentforce Sales Coach Setup page, in the Step 4: Configure and Activate Your Sales Coach Agent, click the Go to Agent Builder button.
   

2. In the new tab that opens, select Agentforce Sales Coach, then click Next.
   
3. In the Review Topics section, ensure these topics are turned on:
   
   • Sales Coach Agent: Opportunity Coaching
     
   • Sales Coach Agent: Proposal/Pricing Quote Role-Play
     
   • Sales Coach Agent: Negotiation/Review Role-Play
     
4. Click Next.
   
5. In the Define Settings section, populate the fields with your company specific information.
   
   • Name: Sales Coach Agent
   • API Name: Sales_Coach_Agent
   • 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 Enrich events logs with conversation data checkbox.
     
6. Click Next.
   
7. In the Select Language and Tone section, leave the default settings as is, and click Next.
   
8. 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 only supports Knowledge or uploaded files. Please note that Data Cloud must be enabled for this to show up.
   
9. Upload/connect your resources and click Save.
   
10. 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 Sales Coach agent. 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