Learn What’s New with Agentforce and Sales Cloud
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the difference between an Agentforce Sales Development Representative (SDR) and an Agentforce Sales Coach.
- Identify when to use these types of agents.
Choose Between Agentforce SDR and Agentforce Sales Coach
Sales organizations can supercharge their revenue teams with AI-driven assistants tailored for specific roles. Agentforce offers two powerful AI agents you can deploy.
- Agentforce SDR: Automates sales development and outreach tasks, such as qualifying leads and booking meetings, to scale your sales funnel.
- Agentforce Sales Coach: Empowers sales reps with personalized coaching, role-playing scenarios, and feedback based on real data to boost sales skills.
The next section walks you through the setup, key capabilities, and permissions required for each, so you can choose the right agent to fit your organization’s sales enablement goals.
Set Up Agentforce SDR
Agentforce SDR is available in Lightning Experience on Enterprise, Performance, and Unlimited editions with Einstein for Sales. To set up Agentforce SDR, users need these permissions:
- Configure Agentforce SDR Agent
- Sales Engagement Cadence Creator
- Automated Actions User
Here are the overall steps to get started.
- Enable required features. Turn on Agentforce SDR and the seven supporting features it relies on to function effectively.
- Set up the SDR agent user. Create a user record that represents your SDR agent. Assign this user the special Einstein Agent license, which allows it to operate autonomously.
- Assign the necessary permissions. That way, managers can configure and manage the SDR agent, while sales reps can assign prospects to the SDR agent.
- Configure and train the SDR agent. Open Agent Builder to define how your SDR agent should behave and when it should be active. During the initial setup, you also walk through the process of training your agent.
- Enable email visibility for sales users. To allow sales users to view the SDR agent’s emails in a prospect’s Activity Timeline, make sure each user has connected their email address to Einstein Activity Capture through their personal user settings.
Set Up Agentforce Sales Coach
Agentforce Sales Coach is available in Lightning Experience in Enterprise, Performance, and Unlimited Editions with the Agentforce Sales Coach add-on. It also uses multiple permission sets tailored by user role (like sales rep or manager) covering object-level and user-level permissions.
Here are the overall steps to get started.
- Understand and assign Agentforce Sales Coach permissions. Agentforce Sales Coach includes multiple permission sets tailored to different user roles and responsibilities. These sets cover both user-level and object-level permissions.
- Set up Agentforce Sales Coach. Enable the required features.
- Create and activate the agent. Once setup is complete, use Agent Builder to complete the configuration of Agentforce Sales Coach. Be sure you’ve finished the setup steps before creating and activating your agent.
- Ground Agentforce Sales Coach with RAG. Enhance the effectiveness of Agentforce Sales Coach by using retrieval augmented generation (RAG). This grounds the agent’s prompts with relevant, up-to-date information to improve its coaching role and feedback quality.
- Add retrievers to prompt templates. To enable grounding with RAG, attach the Einstein Data Library retriever to relevant prompt templates. This allows the Sales Coach agent to reference your uploaded documents and deliver more contextually accurate responses.
Conclusion
Agentforce isn’t just a tool—it’s a teammate. It helps you scale outreach, deliver personalized coaching, and drive smarter decisions across your sales organization. By putting the right features in place and training your agents with high-quality data, you empower your team to work faster, smarter, and more effectively.