Learning Objectives
After completing this unit, you'll be able to:
- Describe what Agentforce Sales does.
- Name the core sales objects.
- Explain where agents help reps.
What Agentforce Sales Does
Agentforce Sales is the Salesforce app for selling. It tracks every prospect and deal, forecasts revenue, and puts AI agents next to reps so they spend more time with customers.
The Core Objects
- Leads are prospects you haven't qualified yet.
- Accounts and contacts are the companies and people you sell to.
- Opportunities are deals in progress, moving through stages.
Term
Lead
Agents for Reps
Sales agents research accounts, summarize calls, draft emails, and update opportunities. Reps review and send, so they stay in control.
Quiz
To complete this unit, you need to answer all the quiz questions correctly.
+300 Points
1Which object represents a deal in progress?
2Who stays in control of outreach agents draft?