Agentforce Sales Agent is designed to let sales teams perform tasks via natural language commands, leveraging Salesforce data while adhering to policies. For example, agents can ask the AI to "update the opportunity stage to Closed Won" or "generate a quote," with the system enforcing validations and data security. This use case aligns with Salesforce’s vision of conversational AI streamlining workflows without compromising compliance.
Step-by-step guides (B) are typically handled by tools like Dynamic Forms or Guided Selling, not Agentforce.
Logging messages/emails (C) is managed by Email-to-Case or Service Cloud, not a sales-specific AI agent.
[Reference:, Salesforce Help Article: Agentforce for Sales ("Use Cases and Capabilities" section)., Einstein Agentforce Specialist Trailhead: "Sales Automation with Agentforce" (Natural Language Task Execution)., ]
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