The Challenge: Opportunity Creation That Feels Like Work
For sales reps, creating a new opportunity in Salesforce can feel like paperwork instead of selling. Hunting down the right account, clicking through dozens of fields, and remembering what’s required eats up valuable time. It’s not just tedious for reps – it often results in incomplete pipeline data, shaky forecasts, and leaders chasing down missing details.
The Solution: Conversational + Structured Inputs
Opportunity creation should feel simple, not like filling out a tax form. With Agentforce, sales reps can just start a chat, share details in a natural way, and watch the opportunity come together in seconds. Instead of getting bogged down in clicks and fields, they get a guided experience that feels smooth, intuitive, and even enjoyable.
By combining conversational AI with structured inputs inside chat, this approach introduces a new design pattern that allows reps to provide multiple details in a single, elegant interaction. This isn’t just a chatbot – it’s a streamlined way to work that salespeople actually like using.
A special shout-out to 10K Expert Ian McCarthy, who led the build and design of this innovative solution.
See the Experience in Action
How It Works: A Guided, Enjoyable Experience
Creating an opportunity now feels as easy as having a quick conversation. A rep simply opens chat and is guided through the essentials – stage, close date, primary contact, and next steps.
When it comes to products, instead of hunting through lists, the rep makes simple structured selections right inside the chat. In just one smooth exchange, all the details are captured.
The agent then generates a complete opportunity, already linked to the right account and related records. Before wrapping up, the rep sees a clean, organized summary they can confirm with one click.
It’s fast, intuitive, and consistent – no wasted time, no missing details, and no frustration.
The Impact: Faster Work, Happier Reps
- Less Admin, More Selling – Reps spend less time on data entry and more time with customers.
- Confidence in the Pipeline – Complete, standardized details mean leaders can trust forecasts without chasing missing info.
- An Experience Reps Actually Enjoy – Conversational prompts and structured inputs make the process feel natural instead of tedious.
- Consistency Without the Hassle – Everyone captures opportunities the same way, without adding friction to daily work.
Closing: Your AI Guide to Sales Productivity
Opportunity creation doesn’t have to feel like a chore. With Agentforce, it becomes quick, consistent, and even enjoyable for reps. By blending conversation with structure, sales teams capture better data while reducing admin work – a win for productivity, accuracy, and morale.
Are you contemplating AI use cases that can improve outcomes for your business? 10K has you covered with our Agentforce Activator program. As an early member of the Agentforce Partner Network, we have the expertise and a trusted framework to guide you through the process. The Activator program offers service options to meet you where you are in your journey. Consider us your expert guide to AI success!