构建您的第一个 Sales Coach — 练习操作步骤

构建您的第一个 Agentforce Sales Coach 的分步练习操作指南：启用 Sales Coaching、创建用户、配置 Agent、个性化子代理、调整 Prompt Template。...

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📅 2026/10/2 ✍️ ponybai 🏷️ agentforce, salesforce, sales, ai

本文是《构建您的第一个 Sales Coach — Agentforce 销售教练完全指南》的练习操作步骤。阅读原文请见：构建您的第一个 Sales Coach — Agentforce 销售教练完全指南。

1. Enable Agentforce Sales Coach

  1. Be sure to take the steps at the top of this page to get a new Trailhead Playground with Agentforce sales coaching and connect it.
  2. Then, from the playground home page, click the gear icon.
  3. In the Quick Find box type Sales Coach and click Agentforce Sales Coach.
  4. The Agentforce Sales Coach Setup wizard makes it easy to enable all the required supporting features. It shows you a list of the features that you need and which ones are enabled. Click Enable All.
  5. You also use Data Cloud in Agentforce Sales Coach. We've enabled it for you in your custom Playground.
  6. In the Step 1: Enable Agentforce Sales Coach section, click the toggle to activate Agentforce Sales Coach.
  7. A popup window appears. Click Got It. A confirmation box shows you that Agentforce Sales Coach is now active.

2. Create a Sales Coaching User

  1. Click Step 2: Create a User for Agentforce Sales Coach to expand this section.
  2. Click Go to User Setup.
  3. A new tab opens where you can create a new user. Populate the New User fields as follows:
    • 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 (The username must be unique.)
    • Nickname: auto-populates
    • Company: Acme
    • User License: Einstein Agent
    • Profile: Einstein Agent User
  4. Click Save. Your Agentforce Sales Coach user record has been created. You can close this tab and jump back to the Agentforce Sales Coach Setup tab.
  5. In the Step 2: Create a User for Agentforce Sales Coach section of the Agentforce Sales Coach Setup page, click Go to Permission Sets.
  6. This opens a new tab where you can manage the assignments for the Agentforce Sales Coach permission set. Click Add Assignments.
  7. Select the Agent, Sales Coach checkbox, click Assign, and then click Done. You've now added the Agentforce Sales Coach permission set to your Sales Coach Agent user. Close this tab and return to the Agentforce Sales Coach Setup tab.

3. Grant Users Access to Sales Coaching

  1. From the Agentforce Sales Coach Setup page, click Step 3: Grant Access to Agentforce Sales Coach to expand this section.
  2. Click the first Go to Permission Sets next to Assign Users to Manage Agentforce Sales Coach.
  3. This opens a new tab where you can assign the Manage Agentforce Sales Coach permission set. Click Add Assignments.
  4. Check the box next to YOUR NAME, click Assign, and click Done. You've now granted yourself the ability to manage Agentforce Sales Coach. You can close this tab and return to the Agentforce Sales Coach Setup tab.
  5. In Step 3: Grant Access to Agentforce Sales Coach, click Go to Permission Sets next to Assign Users to Access Agentforce Sales Coach.
  6. This opens a new tab where you can assign the Use Agentforce Sales Coach permission set. Click Add Assignments.
  7. Check the box next to YOUR NAME, click Assign, and click Done. You now can use Agentforce Sales Coach. You can close this tab and return to the Agentforce Sales Coach Setup tab.

4. Add Agentforce Sales Coaching to Opportunity Pages

  1. Click Step 1: Enable Agentforce Sales Coach to expand this section.
  2. Click the Go to App Builder button. Lightning App Builder opens in a new tab. This is where you edit the Opportunity Record page layout.
  3. From Builder, click and drag Agentforce Sales Coach to just above your Related Lists section.
  4. Click Save, and then click Activate.
  5. Click Assign as Org Default.
  6. Leave Desktop as the default. Click Next, and click Save. You're finished with this tab, so you can close it. Once you are back on the Setup page, go ahead and refresh the page.

5. Configure and Activate Your Sales Coaching Agent

  1. From the Agentforce Sales Coach Setup page, click Step 4 Configure and Activate Agentforce Sales Coach to expand this section.
  2. Click the Go to Agent Builder button.
  3. A new tab opens where you can select the agent you want to create. Within the Agentforce Builder, click Select in the Agentforce Sales Coach tile.
    • Name: Sales Coach Agent
    • Developer Name: Sales_Coach_Agent
    • Ensure New User is selected in the Assign a user record to your agent to manage its access section.
    • Click Let's Go.

6. Personalize the Sales Coaching Agent

  1. In the Explorer panel of Agentforce Builder, click the Negotiation/Role-Play subagent.
  2. Replace the existing content with the following content:
    • First Paragraph under title: Role-plays related to deals in the negotiation stage where you are a prospective buyer going through an evaluation, whose team has just seen a demonstration leading up to conversation. You are speaking with a Sales Executive on topics related to your evaluation such as the impact on reducing carbon footprint, competitive offerings, pricing, and other contract terms, such as contract length, units, services, and more.
    • First paragraph under Reasoning Instructions: Your only job is to negotiate with the user, who is a Sales Executive, while roleplaying as a disgruntled and skeptical prospective buyer. You are attempting to get the best deal for your company by questioning the efficacy of the products and services being sold, plus negotiating the terms of the deal, such as contract term length, units, price, or other benefits and add-ons, presenting counteroffers and focusing on numbers and facts and resisting attempts by the Sales Executive to change the terms of the deal in a way that would be more costly to you and your company. Regarding how the products and services being sold will help with the reduction of your company's carbon footprint, express disappointment if hard statistics, customer use cases, and specific examples of benefits aren't immediately brought up and question why the sales executive does not have them prepared for the call.
    • Find the Instruction that starts with "When asked to start the negotiation…" and replace with: When asked to start the negotiation, always respond first to the Sales Executive with "Hi, I'm glad we were able to schedule this time today. Really hoping we can find some ways to strengthen the business case, clarify the ROI, and ultimately make this deal more attractive for us." Make sure to acknowledge the product demonstration that previously took place in the evaluation. If you have already said this in the conversation history, then do not repeat yourself.
  3. Click Save.
  4. From the Subagents list, click the plus icon next to the Negotiation/Role-Play subagent.
  5. Select Add from Asset Library.
  6. In the Search actions box, enter negotiation.
  7. From the Subagent's Actions list, click Select below the Agentforce Sales Coach: Give Feedback on Negotiation/Review Stage action.
  8. Click Add to Agent.
  9. Click Save (upper right corner).
  10. Click the back arrow to leave Agentforce Builder.

7. Adjust the Prompt Template

  1. Click the gear icon and click Setup.
  2. In the Setup Quick Find, search for and select Agentforce Assets.
  3. Click the Actions subtab.
  4. Select Agentforce Sales Coach: Give Feedback on Negotiation/Review Stage from the list.
  5. Scroll down to the Reference Action section, and click the open in a new tab icon.
  6. A new tab opens, click OK on the Can't edit prompt template pop-up window. You now see the Prompt Template associated with this action.
  7. Above Template Details, click the Preview Settings icon.
  8. In the Transcript field add: Thanks for confirming your leadership team has endorsed this deal. I'm glad we were able to come to terms regarding a substantial discount in exchange for a longer term deal. I know you were hoping for a service package to be included in the contract, but I'll need to go back to my team to see if we have any wiggle room there. Thank you again for the time and keep an eye out for an email from me later this evening. Thanks!
  9. In the Object field, search for and select the first Edge Emergency Generator listed.
  10. Click Preview and review the response.
  11. Click the Save As dropdown and select Save as a New Version.
  12. If necessary, click to expand the Prompt Template (1) Workspace.
  13. Find <NEGOTIATION QUESTIONS>. You need to scroll down to find the section. Do not delete <NEGOTIATION QUESTIONS> as this reference point is used in the prompt in multiple places. Copy and paste the following questions under the questions already listed there:
    • Have you confirmed the customer understands how our products will help reduce their carbon footprint?
    • Have you made sure to inform the customers of our upcoming product release that existing customers will get access to for a significant discount?
  14. Click Save & Preview. Review the response and note the differences after adding a few questions.
  15. Click Activate. The updated action has now been activated.
  16. Click the back arrow in the upper left corner to close out of this Prompt Template and get back to Setup.
  17. Click the App Launcher icon to open the App Launcher, then search for and select Agentforce Studio.
  18. Click Sales Coach Agent.
  19. Click Commit Version (upper right corner) and then click Commit Version again to confirm.
  20. Click Activate and then click Activate again to confirm. Your Sales Coaching Agent is now active and ready to use!
  21. Click the back arrow to leave Agentforce Builder.

8. Using Sales Coaching

  1. Click the App Launcher icon.
  2. Search for and select Sales.
  3. From the Sales app, click the Opportunities tab.
  4. Change your List View from Recently Viewed to All Opportunities.
  5. Select Edge Emergency Generator from the list. Note: If more than one is appearing, choose the one that says Prospecting for the stage.

9. Practice Your Pitch

  1. Click Qualification and select Mark Stage as Current Stage to change the stage from Prospecting to Qualification.
  2. Agentforce Sales Coach is located on the right just above the Related lists. Click Start to launch the agent.
  3. Select Practice Your Pitch option from the menu and click Next.
  4. The Practice Your Pitch screen appears. Click Enable Microphone and Camera and select which microphone and camera you want to use when presenting. There can be additional security popups that appear.
  5. To test this feature out, next you recite a pitch and receive feedback from the coach. (Note that currently the sales coaching agent can only interpret and provide feedback in English.) We've provided an example to help you get started. Read our script to get an idea of what to include in a pitch, then repeat it in your own words (or repeat it as is, your choice). Once you're ready to test, click Start, then Start Recording, and then recite your pitch. When you're finished, click End Practice.
  6. Click End Practice. Note: If you read through the script too quickly or you don't provide a minimum length of content, Agentforce Sales Coach might ask you to try it again. If you meet the minimum requirements, a screen will appear, allowing you to playback your recorded pitch. If you do not like the pitch and want to start again you can click Start Over.
  7. Click View Feedback to view the Agents feedback on your pitch. The Review Your Feedback report isn't stored with the opportunity. So if you want to keep the feedback, click the Copy Feedback button at the top and then paste it where you'd like.
  8. Click Done when you're finished.
  9. You can repeat this practice pitch as much as you'd like by clicking Try Again.

10. Practice Negotiating by Role Playing

  1. Make sure you are viewing the Edge Emergency Generator opportunity. Click Negotiation/Review and select Mark Stage as Current Stage to change the stage from Qualification to Negotiation/Review.
  2. Agentforce Sales Coach is located on the right just above the Related lists. You will see the Coach is now suggesting you do a role play to prepare for the upcoming negotiation.
  3. Click Start to launch the agent.
  4. The Role Play with Agentforce Sales Coach screen appears. If necessary, click Enable Microphone and Camera and select which microphone and camera you want to use when presenting. There can be additional security popups that appear. If you just completed the previous steps above, your microphone and camera may already be enabled.
  5. Take a moment to review the following script before beginning the exercise.
  6. Review the talking points above, and once you are ready, click Start.
  7. The agent, acting as the customer, will start the conversation and may or may not ask you a question. Once you are ready to respond, click Speak. You can use something like the following:
  8. The Speak button changes to a Listening button. When you are finished speaking, hover over Listening, it changes to Done Speaking, and click Done Speaking.
  9. The text transcript of what the system captured you said appears, and the agent provides a response based on what you said. Review the customer's response, and you are ready to respond, click Speak.
  10. When you are finished speaking, hover over Listening and click Done Speaking.
  11. The text transcript of what you said appears, and the agent provides a response to what you said.
  12. Repeat steps 8 - 10 until you come to an agreement or the five minute time limit runs out. Remember you need to have at least three back and forth responses with the coaching agent to get feedback.
  13. Once you've completed your third response, you can either continue on, assuming you haven't hit the five minute time limit yet, or you can end the role play and review feedback. When you are finished, click End Role Play.
  14. Click View Feedback to view the Coach's feedback on your negotiating / review role play. Now Coach is using the transcript from the role play you just completed, the instructions in the feedback prompt for stage: Negotiation and with an LLM, is generating feedback on how your practice negotiation went.
  15. Keep in mind the Feedback isn't stored with the opportunity. So if you want to keep the feedback, click the Copy Feedback button at the top and then paste it where you'd like. Click Done when you're finished. You can repeat this role playing as much as you'd like by clicking Try Again.