Salesforce Build pipelineSellerSource: Salesforce

Salesforce Agentforce Sales: Research and enrich prospects from CRM, calls, and the web

Agentforce can research and enrich prospects across Salesforce, call recordings, the web, and third-party data, and is designed to reduce manual prospect research.

How to do it

  1. Open a prospect record
  2. Review the agent's research and insights
  3. Use the insights in your first message

Source

Source: Salesforce · https://www.salesforce.com/sales/ai-sales-agent/ · Checked Oct 24, 2026

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