How To Use Agentforce To Support and Scale Your Sales Team

If you support a sales team as a Salesforce Admin, you know the balancing act of optimizing workflows, boosting productivity, and scaling operations, often with limited resources. That’s where Agentforce for Sales comes in.

This artificial intelligence (AI)-driven solution is designed to unlock a new way to scale revenue growth—not by adding headcount, but by adding an intelligent, always-on teammate that takes action directly in your Salesforce org. And it’s built to work with you, not around you. That means without the need for custom code or months of setup. Agentforce for Sales brings AI agents and humans together to create a new digital workforce and unlock a limitless sales team.

What is Agentforce for Sales?

Agentforce for Sales brings autonomous agents directly into your sales team’s flow of work, on the Salesforce Platform. It doesn’t just surface insights; it performs the work, saving you time and helping you deliver value to your org.

From initiating lead outreach and updating records in real time to coaching your reps and creating a quote, Agentforce lifts the operational load off your sales team’s shoulders, all while giving you the control and flexibility you need as an admin. The result? Your sales team spends less time on low-value tasks and more time on selling, and you spend less time managing manual workflows.

Agentforce comes with prebuilt skills, so it’s quick for admins to deploy and easy to integrate into your existing workflows. Here are some examples of these skills.

Automate Lead Nurturing (Sales Development): Agentforce nurtures and qualifies inbound leads 24/7, answers questions, and books meetings—freeing up your reps from initial outreach to focus on high-value opportunities, while enabling better lead qualification, less manual work, and scalable growth for you, as the admin.
AI-Powered Coaching and Training (Sales Coach): Agentforce provides every rep with an on-demand coach that analyzes pitches and delivers real-time, contextual guidance—covering topics from pitch consistency to objection handling. It also provides actionable feedback and role-playing scenarios to improve their skills, and it gives you more insights to drive strategies.
Streamline Sales Quoting (Quoting): With Agentforce, automate the quoting process to generate accurate, customized quotes while adhering to the same guardrails your users follow. This helps you reduce risks, enforce policy, and scale operations.
Intelligent Assistant (Agentforce for Employees): Agentforce utilizes your CRM and your company data to provide accurate and relevant AI interactions for your reps wherever they work, helping them complete everyday tasks such as prospecting research, summarizing records, planning their day, and more. It’s like giving reps their own personal AI assistant.

We designed these out-of-the-box skills to give you a head start. They are easily customizable and can be further tailored to meet your organization’s unique needs. For example, you can create a workflow that automatically creates a task for a seller to take action, based on the AI agent’s engagement, ensuring no opportunity is missed. Or, you can set your sales agent to engage leads in multiple languages, expanding your reach to even more customers and improving response rates.

Tips for success

As a Salesforce Admin, you are the architect of sales productivity, and Agentforce provides a new toolkit to design faster, smarter workflows. Whether you’re just exploring AI or are ready for an organization-wide rollout, this is your chance to bring real-time intelligence to the frontlines of selling.

Before you start building, set yourself up for success with a few quick tips.

1. Define your use case. Whether you’re launching with a prebuilt skill or creating a custom agent for a unique business need, having a clear goal will help you deliver real value from day 1.

2. Know your technology essentials. Make sure you’re clear on the key elements you’ll need to configure and manage for any AI-powered sales agent within your Salesforce environment.

Role: Which specific tasks or jobs should this Agentforce functionality handle?
Data: What Salesforce data and knowledge can it access to perform its role effectively?
Actions: What capabilities or steps can it take within Salesforce or through connected systems?
Guardrails: What limitations or boundaries are in place to ensure it operates correctly and compliantly?
Channel: Where will this Agentforce functionality be interacting; for example, email?

3. Build your pre-launch checklist. A smooth launch starts with a solid plan. Map out everything you’ll need, from getting your org ready to identifying key stakeholders to adding any customizations. A checklist helps you stay organized, spot gaps early, and launch with confidence. Review these five important lessons for admins building in Agentforce for more tips and advice.

Start scaling with Agentforce for Sales

Now you’re ready to build! By taking the time to plan your use case, understand your technology needs, and build a solid checklist, you’re setting yourself—and your users—up for success. Agentforce for Sales was built with you in mind: easy to deploy, flexible to customize, and powerful enough to transform how you support a sales team.

To make it even easier, we’ve pulled together a set of resources to guide you through every step of creating and launching your first agent. Additionally, be sure to check out our upcoming summer release where we’re launching more prebuilt skills focused on pipeline management, as well as new enhancements to our existing skills and more.