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GroupsAgentforce for SalesNeha G Patel's Question
Neha G Patel asked in Agentforce for Sales
Mar 27, 5:24 AM

Agentforce Sales Coach

Hi!, 

 

I am exploring Agentforce Sales Coach for one of our implementations. I want to use this feature in our custom object. 

 

I have below queries: When we launch the Sales Coach from a Record Page. I would like to understand  

 

1) How the data is being passed to the sales coach? 

2) Any way to debug and see the data being passed? 

3) Does it pass only the recordId at the launch of the role-play session or all the fields present in the layout. 

4) We have relationship fields like Account & Product we would like the sales coach to refer few fields from the related objects. Is this possible? 

 

Any suggestions! 

 

Thanks. 

 

 

3 answers
  1. Neha G Patel
    Mar 27, 7:55 AM

    Hello Richard Tuharsky (IBM),

     

    Thank You for your response.  

     

    I agree to your above points which is useful incase of Feedback.  

      

    But the challenge is we cannot use the Prompt Template for Role-Play topic. This is the product limitation. 

      

    So my ask is how do I verify what data is being passed to sales coach when the session is launched. 

     

    We don't see the data being passed in Conversation builder. It just shows what topics & prompts  

     

    Ex:

    Agentforce Sales Coach: Proposal Quote Role-Play - This is a role-play topic and does not have action.Hello Richard Tuharsky (IBM), Thank You for your response. I agree to your above points which is useful incase of Feedback. But the challenge is we cannot use the Prompt Template for Role-Play topic. 

    Thanks 

    Neha

     

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