侃侃而谈是什么意思

Overview
It’s easy to generate relevant emails at scale for prospecting and maintaining loyalty with existing customers. Agentforce Assistant assesses your latest CRM data to draft or revise email that’s rich in context, personalized, and written in the appropriate tone.

Action Type
Prompt

Object Referenced
Contact, Lead, User, Person Account

Data Sources
CRM

How to Use the Action
If standard actions are available in your org, start with the words: “Write an email introducing me, an Account Executive, to…

Overview
Understanding CRM data helps sales teams prioritize their most promising opportunities. Create a prompt-driven action that includes business rules, in plain language, to identify the most important opportunity for a salesperson at any given time.

Action Type
Prompt

Object Referenced
Account

Data Sources
CRM, Flow

How to Use the Action

1. Create a prompt that contains the "logic" or rules of how to determine which opportunity is most important.
2. Create a triggered flow that brings in the list of relevant opportunities.
3. Create the Copilot action to invoke this prompt template with “account” as the input.
4. Invoke the action with the phrase “What's my most important deal?” or “Where should I focus my attention?”