Get to Know Agentforce SDR
Learning Objectives
After completing this unit, you’ll be able to:
- Explain the value of Agentforce SDR for your business.
- Identify out-of-the-box aspects of Agentforce SDR.
Agentforce SDR Is Here
Imagine you’re a sales rep with a full day ahead of you. You grab your coffee, sit at your desk, and begin to plan your day. You only have so much time and way more to do than hours in the day. Nevermind the lead list a mile long that the marketing team passed along from the latest event. What if there was a way to improve the rate at which you turn those leads from new to booked meetings? That’s the power of Agentforce. Instead of sifting through lead after lead, you have a full calendar of customer meetings and a full pipeline of qualified leads.
Agentforce SDR (SDR agents) helps your team nurture leads at scale 24/7. SDR agents are proactive, autonomous agents that send personalized outreach, answer your customers’ questions accurately, and even book meetings on your behalf. This is transformative for sales teams and allows them to focus on building customer relationships and pipeline growth. Here, you learn more about these agents.
How Does a Sales Development Agent Work?
Agentforce SDR comes with prebuilt, out-of-the-box topics, instructions, actions, and prompt templates. Review each of the features before moving on.
Term | Definition |
|---|---|
Topics | A way to group actions together into functional jobs to be done. This helps limit the agent to only use relevant actions for the topic at hand. |
Actions | Each topic includes a specific set of actions an agent can complete. To customize an action, you need to include natural language instructions. These instructions help guide the agent on which actions to take or what questions to ask for clarification. |
Instructions | These are used to describe what your action does and when to use it in a conversation. |
Prompt | A natural language query that tells the large language model (LLM) what you want to do. It can be a question, statement, response, or a detailed set of instructions. |
Prompt Template | This is a reusable prompt. |
Prompt Builder | The tool you use to create and manage prompts that integrate generative AI into workflows, particularly within CRM systems. |
Set Up for Success
Customizing your SDR agent is easy with Agent Builder, a low-code setup experience. First, review the steps to set up your agent in Agent Builder.
- Select your agent type: You can select a prebuilt agent or create a custom one by adjusting its out-of-the-box functionality to meet your business needs.
- Define roles and data: Define the role of the agent by using form fields. Agentforce suggests actions your agent can take based on the chosen skill. Choose the actions your agent takes and customize agent instructions in plain language.
- Set guardrails: Guardrails ensure compliance and the secure use of customer data. You can use plain language to give your agent rules to follow. This is critical for internal use but also helps teach the agent how to engage with customers and prospects.
- Add source materials: With your agent’s actions selected, provide relevant data to your agent so it has the information it needs to answer questions accurately. Examples of organizational data include product documents, FAQs and industry white papers.
- Go live: Once you verify all of your settings are correct, you can test the agent to confirm that the outputs are accurate and that it works as planned.
One of the unique advantages of using autonomous sales agents is the ability to use natural language to communicate what you want your agent to do. That means anyone can build an agent for almost any use case.
Now that you know more about SDR agents, we’re ready to set one up.