Trying to forecast your sales better? You’re not alone. Many businesses want a faster and easier way to predict revenue. That’s where Agentforce comes in.
In today’s post, we’ll explain how Agentforce can help with forecasting in Salesforce — and how you can set it up quickly.
First, Ben Fankhauser, Consultant at SOLVD, reminds us:
“Before Agentforce can help with forecasting, you need to turn on forecasting inside Salesforce.”
Here’s what was done first:
Next, Ben shows how to add quotas:
Example:
Once the quotas are set, Salesforce will track progress for each person automatically.
Now, this is where Agentforce gets involved.
Ben Fankhauser, Consultant at SOLVD shares:
“Agentforce acts like your personal helper inside Salesforce. You can ask it questions about your forecasts.”
To make Agentforce help with forecasting, you need to:
Now, your agent can answer basic questions about your forecasts.
For example, you can ask:
“Is Elliot Executive on track to hit his quota this month?”
And Agentforce will reply with a clear answer based on your live Salesforce data!
Right now, Agentforce can only give simple answers. If you ask more complex questions (like “What is Elliot’s best-case forecast?”), it might not know how to respond.
Ben Fankhauser, Consultant at SOLVD explains:
“Out of the box, Agentforce doesn’t create forecasts for you — but you can build custom automations to make it even smarter.”
You can add flows, Apex code, and custom actions to make Agentforce even more helpful for your team.
This setup gives you basic forecasting help today.
In the next part of the series, SOLVD will show how to customize Agentforce even more to better fit your business.
Ready to get smarter with your sales forecasts?
→ Schedule a free call with SOLVD.cloud today!
Let’s make your Salesforce system work harder for you — not the other way around.
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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