How AI Agents can help preparing sales meetings

When a sales rep prepares for a meeting, Agentforce automatically surfaces the latest client interactions, deal status, and key documents in one place-eliminating the need for manual searches. This not only saves time but also ensures sales teams are always equipped with up-to-date, relevant insights, allowing them to focus on building relationships and closing deals.

“Agentforce is what AI was meant to be. It is AI at the service of your company, your customers and your employees.”

By embedding AI directly into the Salesforce workflow, Agentforce transforms sales preparation from a manual chore into an automated, intelligent process - freeing up valuable hours for high-impact selling activities.