Sales Orchestration App in Agent App Builder

With Sales Orchestration App in Agent App Builder, sellers can open an opportunity from Sales Command Center and work in a guided workspace.

Sellers can review opportunity context and engagement history, act on recommendations, update Deal Data Capture information, manage contacts and products, log interactions, and prepare for meetings. The workspace also supports Microsoft Exchange email and calendar actions.

The guided workspace keeps deal information and recommended actions together. Sellers spend less time switching between pages and can progress opportunities with current context, consistent data, and AI assistance.

Steps to enable and configure

Complete these setup tasks before sellers use the feature:

1. Enable Sales Command Center and Sales Orchestration.
2. Configure the Agent App Builder components required for the Sales Orchestration workspace.
3. Configure access to opportunities, recommendations, Deal Data Capture, contacts, products, activities, and MS Exchange Integration for email and calendar functionality.

Tips and considerations

Review these items before rollout:

• Confirm security and field-level access for each seller role.
• Confirm Sales Motion, Sales Play, and Deal Data Capture setup rules.
• Validate Microsoft Exchange email and calendar integration, if used.
• Pilot the experience with a small seller group before broader rollout.

Access requirements

Users need access to Sales Command Center, opportunity records, Sales Orchestration, and the relevant privileges for contacts, products, activities, recommendations, email, calendar, and generated content.