SOLVD BLOG

What training is required for sales teams to effectively use Agentforce with Revenue Cloud?

Sales teams need the right tools to work better and faster. Agentforce is an AI tool inside Salesforce that helps with selling by giving smart tips, automating tasks, and making quotes easier. But for your team to use it well, they need training.

What Your Team Needs to Learn

  • How to Use Salesforce

Your team should know how to move between different sections like quotes, deals, and customer accounts. These are important for sales.

  • Using AI Suggestions

Agentforce gives helpful tips based on data. Sales reps need to understand how to use these suggestions to improve sales.

“We need to ask the right questions so our team can find the best answers and succeed.” – Connor Sandstrom, SOLVD Consultant 

  • Tracking Sales with Reports

Your team must know how to use reports and dashboards to see their progress. This helps them make better decisions.

“We need to learn how to use dashboards and reports to get useful insights.” – Connor Sandstrom, SOLVD Consultant 

  • Making Quotes and Managing Subscriptions

Sales reps should be able to quickly create price quotes and handle customer subscriptions. These are key tasks in Revenue Cloud.

Why Training Is Important

With the right training, your sales team will:

  • Work faster with AI help
  • Save time by automating tasks
  • Make better choices using data

“With practice, your team will get better and sell more using Agentforce and Revenue Cloud.” – Connor Sandstrom, SOLVD Consultant 

Get Started Now

Want to help your team close more deals? SOLVD.cloud can guide you in using Agentforce and Revenue Cloud the right way. Contact us today!

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Our clients say

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!

Veronica Wong Director of Operations at Pathstream

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.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

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.

Tim Tuttle CFO at Relevate Health Group

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