Get to Know Agentforce Skills for Merchandising

Learning Objectives

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

Describe how Agentic Merchandising helps administrators and merchants engage with customers.
Explain how you can use your store KPIs and Agentic Merchandising to improve your store operations.
Explain how Agentic Merchandising simplifies the creation of promotions.

Meet Agentic Merchandising, your own personal merchandising assistant. Agentic Merchandising helps you analyze your store performance data and develop strategies that maximize product performance, move slow-moving inventory, and increase cart conversion. Agentic Merchandising is semiautonomous. It makes you more productive with day-to-day tasks by responding to your questions and requests.

Agentic Merchandising Highlights

Agentic Merchandising is a time-saving Task Titan that’s as easy to use as chatting with a colleague.

Always available: Use Agentic Merchandising 24/7 to gather KPI data or generate promotions.
Natural language-based: Agentic Merchandising understands natural conversational language. Ask questions and make a request without complex scripts or code. No need to write dialogs, determine intents, maintain conversation trees, or train large language models (LLMs).
Easy to set up: Set up Agentic Merchandising from the Commerce app using a set of easy-to-follow instructions—all clicks, no code.
A trusted data source: Your trusted store data powers the KPIs and insights you see in Agentic Merchandising. Our Salesforce Platform Trust Layer keeps your customer data safe by securing all data inquiries.

Easy Setup and Licensing

To set up Agentic Merchandising, you activate Salesforce generative AI, Agentforce, bots, and Data 360 for your store. To learn more, check out Agents and Agent and Agentforce Basics. To learn more about Agentic Merchandising licensing, see Enable Agentic Merchandising.

Topics and Actions

To answer questions and respond to requests, Agentic Merchandising uses preconfigured topics and actions. These two properties are purpose-built for Commerce to generate business insights and create promotions. See Add Agentic Merchandising Topics.

Gather Business Insight and Create Promotions with Agentic Merchandising

Agentic Merchandising can retrieve and summarize average order value (AOV) and conversion rate KPIs for your web store. It can also create promotions based on business insights or individual specifications. All you have to do is ask. Spend a few minutes chatting with Agentic Merchandising, and it handles these tasks for you. No more combing through tables of data or manually creating promotions. Agentic Merchandising frees up merchandisers to focus on what’s important—engaging customers and increasing sales.

Talk to Agentic Merchandising

You interact with Agentic Merchandising using conversational language, called utterances. An utterance can be any type of human-language text or voice communication, like a question, sentence, or command.

Agentic Merchandising natural language example.

Here are some typical utterances you can use with Agentic Merchandising.

Business Insights:

Show me the AOV details for the [Store Name]
What are the Site Conversion details for the [Store Name]?

Create Promotions:

Create promotions for [Product Name], offering 25% discount on all orders over US$400, valid until the end August.
Create Promotion for [Category Name], offering $50 off, on transactions above $250, valid for 2 weeks, start date May 01.

Get Business Insights Through KPIs

Let’s see how this works with an example. Imagine you want to know details about the average order value (AOV) for your B2B store.

Using the prompt, you ask Agentic Merchandising, “Show me the AOV details for the B2B store.”

From your request, Agentic Merchandising understands that you’re looking for:

AOV for your B2B store
Data insights derived from the AOV KPI

Agentic Merchandising knows where to find the data it needs and the queries to make to answer your request. If your request is missing information, Agentic Merchandising asks you for more details. When it has all the details, it analyzes your data and responds with your store AOV and details derived from the AOV data.

For our request, Agentic Merchandising returns:

Store AOV: 45.99
Lowest-performing category: Men’s Printed T-Shirts.

Base Promotions on Business Insights

With Agentic Merchandising, you can keep the conversation going. It maintains the context of a session, so it can follow up with relevant information. For example, if you want to know how to boost sales in the Men’s Printed T-Shirts category, Agentic Merchandising can give you suggestions based on the results of your previous requests.

Here’s how.

In the prompt Ask Agentic Merchandising, “Suggest promotions for Men’s Printed T-Shirts.” Agentic Merchandising matches your request with the context of your current session and finds predefined promotion templates in Salesforce Commerce that address the business need. It returns a list of promotions designed to increase sales in the Men’s Printed T-Shirts category.

Choose the promotion you want to use, and Agentic Merchandising automatically creates the promotion, including the promotional text, terms and conditions, and backend configuration.

All that’s left for you is to review the promotion details and make any changes you need before sending it out on your website, in emails, or on social media.

Specify a Promotion

You can also ask Agentic Merchandising to create a promotion using the details you specify.

For example, in the prompt ask, “Create promotion for Men’s Generic Rock Band Printed T-Shirts, offering 25% discount on all orders over $300, assign to all buyers, valid until the end of the September.”

Agentic Merchandising creates a promotion that matches your request. Just review and activate it.

With Agentic Merchandising, you can access business insights and create effective promotions easily. Its natural language interface simplifies complex tasks, without manual data sifting or complex calculations. This simplified process makes your commerce decision-making more agile and informed, and saves you time–time better spent running your business.

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