Agentforce Sales: Become a Selling Specialist

Collaborate and Close Deals Faster

• Sales Team Collaboration — Use Salesforce collaboration tools to sell as a team.
• To Do List for Task Management — Efficiently organize and complete tasks using the To Do List as your central task manager.
• Sales Productivity — Boost rep productivity with an activity timeline and integrated email.

Stay Engaged

• Sales Engagement Basics — Boost inside sales productivity and manage for success with Sales Engagement.
• Quick Cadences for Sales Teams — Quickly add outreach emails, calls, LinkedIn, or custom tasks to Work Queue or To Do List.
• Email and Calendar Integrations: Quick Look — Use email and Salesforce together to save time and increase sales productivity.
• Salesforce, Gmail, and Google Calendar Integration — Track customer interactions and work deals directly in Gmail and Google Calendar.
• Salesforce Meetings — Learn new tools to help sales reps better prepare and engage with customers.
• Conversation Intelligence for Sales: Quick Look — Explore how to close more deals faster with Conversation Intelligence.

Use Analytics to Make Smart Decisions

• Reports & Dashboards for Lightning Experience — Visualize key business metrics in real-time using Lightning Experience.
• Sales Performance Analysis — Optimize your sales performance with reports and dashboards.
• Introduction to Revenue Intelligence for Agentforce Sales — Discover the Revenue Intelligence solution and put it to work for your sales team.
• Revenue Intelligence Setup — Gain insight across customer interactions with analytics in Agentforce Sales.
• Sell Smarter with Pipeline Inspection — Learn how to use Pipeline Inspection to track key metrics and manage opportunities.
• Salesforce Forecasting — Drive accurate sales projections and forecast with confidence.

Implement AI for Sales

• Data + AI + CRM: Quick Look — Discover how Data + AI + CRM work together to supercharge your business.
• Sales AI: Quick Look — Discover how generative AI and Einstein are transforming the future of sales.
• Agentforce Sales Actions for Sellers: Quick Look — Learn how to sell more effectively by leveraging the capabilities of Agentforce.
• Conversation Intelligence for Sales — Use Conversation Intelligence to automate tasks so you can spend more time selling.

Manage Sales Performance

• Sales Planning: Quick Look — Define a sales strategy that includes sales teams, targets, and assignments.
• Salesforce Maps: Quick Look — Explore how your team can create sales opportunities and revenue with Salesforce Maps.
• Territory Design and Management: Quick Look — Design and optimize territories that align with leadership goals and motivate sales teams.
• Territories in Sales Planning — Use Territory Planning to create and optimize territory alignments.
• Sales Territories and Forecasting — Create balanced territories and forecast sales effectively with the Agentforce Sales.
• Salesforce Spiff Basics — Power commission programs and improve cross-department incentive performance with Spiff.
• Commission Management with Salesforce Spiff — Increase your commission program’s efficiency, accuracy, and visibility with Spiff.

Collaborate with Partners

• Sales Programs and Partner Tracks Basics — Drive sales performance and revenue growth with enablement programs in the flow of work.
• Channel Sales for Partners — Personalize the partner experience to boost channel sales.
• Partner Relationship Management — Learn how Agentforce Sales PRM can help you achieve your channel sales goals.
• Partner Relationship Management (PRM) Portal Strategy — Learn best practices for channel sales and partner portal management in Agentforce Sales.

Manage the Revenue Lifecycle

• Agentforce Revenue Management Foundations — Solve revenue efficiency challenges using the unified product-to-cash platform.