Salesforce Agentforce Sales: Research accounts and update account plans
Agentforce researches accounts, builds a point of view, updates account plans, and preps meetings, supporting long-term account growth.
How to do it
- Open a key account
- Ask the agent to research and draft a POV
- Update the account plan and review next steps
Source
Source: Salesforce · https://www.salesforce.com/sales/ai/ · Checked Oct 24, 2026
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