Agentforce Sales Coach helps sales teams sell better and close more deals. But before using it, you need to set up the right licenses in Salesforce.
Here’s a simple guide to help you check your licenses, create a Sales Coach user, and give your team access to Agentforce.
Before setting up Agentforce, you need to make sure you have enough licenses in Salesforce.
To check:
✅ Go to Salesforce Setup
✅ Find “Company Information”
✅ Look for “Einstein Agent User Licensing”
✅ See how many licenses you have
“Each Sales Coach needs one license to work.” – James Grayson, SOLVD Consultant
If you don’t have enough, ask Salesforce for more.
Now, you need to set up a Sales Coach user.
📌 Go to User Setup
📌 Click “New User”
📌 Enter an email for the Sales Coach user
📌 Set the User License to “Einstein Agent”
📌 Choose the Profile: “Einstein Agent User”
“The right profile makes sure Sales Coach can do its job.” – James Grayson, SOLVD Consultant
Now, your Sales Coach user is ready! Next, we give access to your team.
Different people need different levels of access.
1️⃣ Sales Coach Bot – This is the AI assistant itself.
Give it “Agentforce Sales Coach” permissions so it can work.
2️⃣ Admins & Managers – These people set up and manage Sales Coach.
Give them admin access so they can change settings.
3️⃣ Sales Team Members – These people use Sales Coach daily.
Give them “Agentforce Sales Coach User” access so they can get coaching and insights.
“The right permissions make sure everyone can do their job.” – James Grayson, SOLVD Consultant
Now that you’ve set up licenses, users, and permissions, your team is ready to use Agentforce Sales Coach to sell smarter and faster.
🚀 Need help with setup?
📞 Book a Free Consultation and let’s get started!
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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