Step by Step Guide to getting started with Agentforce for Sales

If you are brand new to Agentforce for Sales as a Salesforce Partner, follow the steps below to get started on your journey.

Step 1 - Join the Partner Community

The Partner Community provides you with access to other partners so you can share information, receive product updates, get notifications about upcoming releases and participate in events. It’s also your gateway to the Partner Learning Camp.

Follow the registration process on the Partner Community User Manual or contact your company’s Partner Community administrator and request access to the Partner Community
Complete the Salesforce Partner Community Trailhead module to learn about the Partner Community
Login to the Salesforce Partner Community
Join the Official: Sales Cloud Expert group

Step 2 - Access the Partner Learning Camp

The Partner Learning Camp self-paced courses help partners prepare for the Accredited Professional exams. To access the Partner Learning Camp:

Go to the Partner Community
Click the “Learn” tab
Click the “Start Learning” button on the Partner Learning Camp tile

Step 3 - Register and attend the Sales Cloud Implementation Experts Workshops

Attend workshops to augment your implementation expertise and advance your knowledge parallel to product releases. Check the Partner Enablement Calendar for upcoming sessions!

Partner Pocket Guide

Partner
Pocket Guide

Agentforce for Sales

This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Agentforce for Sales as a Salesforce Partner.

Overview Use Cases Enablement Collaboration

Org Access Resources

Overview Use Cases Enablement

Collaboration Org Access

Resources

Overview

Scale your sales team from pipeline to paycheck. Automate lead nurturing, deal updates, rep coaching, and quoting with Agentforce. Personalize every interaction, and ensure accurate, trusted responses using your deal and customer data. Get started in minutes with prebuilt actions, and easily customize to fit your business needs.

Agentforce for Sales brings humans and AI agents together at every step of the sales cycle, so they achieve more than either could alone. With Agentforce pre-built templates, engage with leads 24/7, update pipeline automatically, coach reps, generate account research and call summaries, and create quotes instantly. Our AI agents integrate seamlessly with your customers' Salesforce data, and can be enriched with Data Cloud to get complete customer profiles and generate more personalized, relevant engagements

Visit the Agentforce for Sales site to learn more.

Enablement

Get started with these Agentforce for Sales Partner enablement tools.

Enablement

Events

Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

Visit Events Site

Enablement

Agentforce for Sales Trailmix

Head to Trailhead to learn and get hands-on with Agentforce for Sales capabilities, including Modules and Projects covering SDR and Sales Coach.

Visit Trailhead

Collaboration

Get involved with these Agentforce for Sales Partner enablement collaboration channels.

Collaboration

Partner Community

Join the Official: Sales Cloud Experts group on Partner Community and join Trailblazers from around the world.

Visit Partner Community

Demo Org Access

Where do I get access to an Agentforce for Sales Demo/Dev org?

The "Simple Demo Org", also known as SDO, is the most popular demo environment at Salesforce and contains demo tooling, scripts, and demo data. This org provides pre-populated configuration and data for specific use cases. More information, including Rules of Engagement for SDO, can be found here

A SDO can be self provisioned via Partner Learning Camp (PLC) via the ‘Demo Org’ tab. To get access to Partner Learning Camp, you must first have access to the Partner Community.

Learn More about the Partner Community

Learn More about the Partner Learning Camp

SDOs expire in 30 days but can be automatically extended up to 12 months following steps outlined here.

SDO setup guide is available here.

Resources

Resource	Description	Added/Updated
Agentforce for Sales: Overview Demo's	Get familiar with Agentforce for Sales, including overview demos of Saled Development, Sales Coach and Quoting. Also check out video of our customer and SFxSF use cases.	August 2025
Agentforce SDR Consensus Demo Bundle	Watch how Salesforce demos SDR Agent, clickthrough demo along with talk track.	August 2025
Partner Enablement: Agentforce for Sales Trailmix	Head to Trailhead to learn and get hands-on with Agentforce for Sales capabilities	August 2025
Agentforce for Sales Help Center	Learn how Agentforce augments sales teams’ productivity and efficiency. Agentforce SDR helps sales teams scale their lead qualification efforts with an AI agent that initiates contact with leads. Agentforce Sales Coach provides every sales rep with a personal autonomous coach to advance deals effectively.	August 2025
Sales Coach Implementation Guide	Step-by-Step setup guide for Sales Coach agent	February 2025
SDR Implementation Guide	Step-by-Step setup guide for Sales Development agent	May 2025
Pipeline Managment Implementation Guide	Step-by-Step setup guide for Pipeline Management agent	August 2025
Revenue Cloud Agentforce Action Reference	Create a Revenue Cloud quote with Agentforce. Review the Standard Action references in the Help Center	August 2025
Demo: Agentforce for Sales: Lead Generation & Lead Nurturing	Share this demo with your customers to show how to extend the power of their existing Agentforce web agent to handle sales conversations!	August 2025
Sals Coach: Integrating Data Library (Spring '25)	Watch how to enhance Sales Coach response by integrating a Data Library, providing it with access to a collection of files, knowledge articles, and additional information.	August 2025
Lookbook: How Leading Companies Use Agentforce for Sales	Dive in to learn how customers across industries are using Agentforce for Sales to nurture inbound leads, coach clinicians, and more.	August 2025
5 Ways to Scale Your Sales Team with Agents	Learn how AI agents amplify your sales team by taking on critical prospecting, coaching, and quoting tasks so your reps can take on more deals.	August 2025
AI Sales Agents: A Complete Guide	Blog post by Sales Cloud GM, Kris Billmeier on how Sales Agents can help scale the sales teams, including benefits, use cases, and trends.	May 2025
AI SDRs: A Complete Guide	Blog post to learn how AI SDRs automate sales outreach, qualify leads, and improve conversion rates.	April 2025
AI Sales Training: A Complete Guide	Blog post to learn more about how to scale sales training with AI tools, including beneficts, key features and use case.	June 2025

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Getting Started

Step by Step Guide to getting started with Agentforce for Sales

Step 1 - Join the Partner Community

Step 2 - Access the Partner Learning Camp

Step 3 - Register and attend the Sales Cloud Implementation Experts Workshops

Partner Pocket Guide

PartnerPocket Guide

Agentforce for Sales

Agentforce for Sales

Overview

Enablement

Events

Agentforce for Sales Trailmix

Collaboration

Partner Community

Demo Org Access

Simple Demo Org (SDO)

Resources

Partner
Pocket Guide