Agentforce Sales Coach Setup and Customization（练习操作步骤）

本文是《Agentforce Sales Coach Setup and Customization》的练习操作步骤。阅读原文请见：Agentforce Sales Coach Setup and Customization。

> Note: To follow along you need the proper Agentforce permissions. Don't try these steps in a Trailhead Playground — Agentforce isn't available there.

1. Enable Supporting Features

1. Get a new Trailhead Playground with Agentforce sales coaching and connect it.
2. From the playground home page, click the gear icon.
3. In the Quick Find box type Sales Coach and click Agentforce Sales Coach.
4. In the Agentforce Sales Coach Setup wizard, click Enable All.
5. Click Go to Data Cloud (Data Cloud is already enabled in the custom Playground).
6. Confirm you see the Your Home Org Details section, then close the Data Cloud Setup page.
7. Return to the Agentforce Sales Coach Setup page and refresh the browser.
8. In the Step 1: Enable Agentforce Sales Coach section, click the toggle to activate Agentforce Sales Coach.
9. In the popup, click Got It.

2. Create a Sales Coaching User

1. Click Step 2: Create a User for Agentforce Sales Coach to expand the section.
2. Click Go to User Setup.
3. In the new tab, populate the New User fields:
   • First Name: Sales Coach
   • Last Name: Agent
   • Alias: auto-populates
   • Email: your email address
   • Username: scoach + <your initials> + <today's date> + <your favorite color> + @thsc.com (must be unique)
   • Nickname: auto-populates
   • Company: Acme
   • User License: Einstein Agent
   • Profile: Einstein Agent User
4. Click Save, then close the tab and return to the Setup tab.
5. In Step 2, click Go to Permission Sets.
6. Click Add Assignments.
7. Select the Sales Coach Agent checkbox, click Assign, then Done. Close the tab.

3. Grant Yourself Access to Sales Coaching

1. From the Setup page, click Step 3: Grant Access to Agentforce Sales Coach.
2. Click the first Go to Permission Sets (Assign Users to Manage Agentforce Sales Coach).
3. Click Add Assignments.
4. Check the box next to YOUR NAME, click Assign, then Done. Close the tab.
5. Click Go to Permission Sets (Assign Users to Access Agentforce Sales Coach).
6. Click Add Assignments.
7. Check the box next to YOUR NAME, click Assign, then Done. Close the tab.

4. Add Agentforce Sales Coach to Opportunity Pages

1. Click Step 1: Enable Agentforce Sales Coach to expand the section.
2. Click Go to App Builder.
3. In Lightning App Builder, click and drag Agentforce Sales Coach to just above the Related Lists section.
4. Click Save, then Activate.
5. Click Assign as Org Default.
6. Leave Desktop as the default, click Next, then Save. Close the tab and refresh the Setup page.

5. Configure and Activate the Agent

1. From the Setup page, click Step 4 Configure and Activate Agentforce Sales Coach.
2. Click Go to Agent Builder.
3. In Agentforce Builder, select Agentforce Sales Coach and click Next.
4. In the Review Topics section, ensure all topics are added and click Next.
5. Fill in the agent details:
   • Name: Sales Coach Agent
   • API Name: Sales_Coach_Agent
   • Description: A Sales Coach Agent gives sales reps personalized sales coaching for the opportunity they're working on.
   • Role: You are a digital Sales Coach Agent who gives sales reps personalized sales coaching for the opportunity they're working on.
   • Company: Acme is a B2B provider of cutting-edge, energy-efficient IT hardware and networking equipment designed to reduce energy consumption and support sustainability without compromising performance.
   • Agent User: Select Sales Coach Agent.
   • Check Keep a record of conversations with Enhanced Event Logs to review agent behavior.
6. Click Next.
7. In Select Language and Tone, leave defaults and click Next.
8. In Select Data, leave blank and click Create.