Connect Your Agentforce Sales Agent to Gemini Enterprise

1. Introduction

Agentforce Sales for Gemini Enterprise can engage leads, create meeting briefs, surface deal risks and guidance, and manage pipeline and CRM updates — securely and in real-time — without leaving Gemini Enterprise. With the agent handling the grind of manual tasks, sellers can focus on relationship building and strategic selling to win.

Agent skills

Read, create, and update Salesforce records — accounts, contacts, leads, opportunities, and custom objects and fields — directly from Gemini without switching tools.
Query and summarize your pipeline, surface uncontacted leads, and track opportunity progress — all in real time from your Salesforce data.
Create and retrieve structured account plans with competitive insights, SWOT analysis, and strategic priorities grounded in your Salesforce data.
View your calendar, review activity history, and get AI-summarized call transcripts to walk into every meeting fully prepared.
Assign leads and contacts to the Agentforce Lead Nurturing agent to trigger automated, personalized sales outreach without leaving Gemini.

2. Pre-requisites

Before you begin, ensure you have completed the following:

Google Cloud Project Administrator

Grant Cloud Marketplace permissions: Ensure your account has the necessary IAM roles.
- For purchasing: Billing Account Administrator or Consumer Procurement Order Administrator (roles/consumerprocurement.orderAdmin) on the billing account.
- For managing access: Consumer Procurement Entitlement Manager (roles/consumerprocurement.entitlementManager) at the project or organization level.
- Tip: You can grant the project-level role via gcloud:
```
gcloud projects add-iam-policy-binding YOUR_PROJECT_ID \
    --member="user:YOUR_USER_EMAIL@example.com" \
    --role="roles/consumerprocurement.entitlementManager"
```
Go to Google Cloud Marketplace to subscribe to "Agentforce Sales":
- Navigate to Marketplace in the Google Cloud Console.
- Search for "Agentforce Sales".
- Click on the product and follow the subscription flow to link it to your project and billing account.

At Salesforce Side

Turn On Agentforce Sales Agent for Gemini: Turn on the Sales Agent in Salesforce so you can set it up for your users.
- From the gear icon, select Salesforce Go.
- Search for Agentforce Sales Agent for Gemini (Beta).
- Go to the Agentforce Sales Agent for Gemini (Beta) page and turn it on.
Create and Configure an External Client App: To create an External Client App, go to Setup. On the External Client App Manager page, click New External Client App.
- Enter the app name: Gemini Integration. Add your Salesforce email, and leave the Distribution State as Local.
- Open API (Enable OAuth Settings) and select Enable OAuth.
- In Callback URL, add these URLs, each on a separate line:
```
https://vertexaisearch.cloud.google.com/oauth-redirect
https://vertexaisearch.cloud.google.com/static/oauth/oauth.html
```
- In OAuth Scopes, select:
  - Access Salesforce hosted MCP servers (mcp_api)
  - Perform requests at any time (refresh_token, offline_access)
- Deselect all checkboxes in Flow Enablement.
- In Security, select only these settings, and deselect the remaining checkboxes:
  - Require secret for Web Server Flow
  - Require secret for Refresh Token Flow
  - Enable Refresh Token Rotation
  - Issue JSON Web Token (JWT)-based access tokens for named users
- Click Create.
- Open your newly created ECA, and on the Settings tab, expand OAuth Settings.
- Click Consumer Key and Secret. Copy and store the values securely to use later when adding the Client ID and Client Secret on the agent card in Gemini.
- On the Policies tab, expand OAuth Policies. In App Authorizations, change the refresh token validity period from 365 days to 30 days and save.
Give Users Access:
- To give users access, enter Permission in the Quick Find box, and then select Permission Sets.
- Click New.
- Enter a label, such as Custom Gemini Permission Set, and save.
- Return to the External Client App Manager page, and open the ECA you created.
- On the External Client App Policies tab, under OAuth Policies, set Permitted Users to Admin approved users are pre-authorized.
- In Select Permission Sets, add the permission set, then save.
- Assign the permission set to users who want access to the Agentforce Sales Agent for Gemini.

Source Documentation

For more details, refer to: https://help.salesforce.com/s/articleView?id=sales.sales_gemini_agent_admin_setup.htm&type=5

3. Setup Details

Credential Information

You will need the following information during setup:

Username:
Password:
Client ID:
Client secret:
Authorization URL: https://login.salesforce.com/services/oauth2/authorize?prompt=select_account
Token URL: https://login.salesforce.com/services/oauth2/token
OAuth scopes: refresh_token mcp_api

Setup Steps:

Go to your Gemini Enterprise App.
Select Agents from the left hand panel.
Select + Add agent.
Add via Agents via Marketplace.
Select Agentforce Sales Agent, click Next, then click Next again.
Input your authentication details, then click Finish.

4. Test your agent

First time run:

When you run the agent for the first time, it will ask you to authorize. Please follow the prompt window, and input your salesforce username and password.

Sample queries:

Try asking the agent:

"What's on my calendar?"
"What're my top 5 opportunities?"

5. Q&A

If you have any questions, please refer to the documentation or contact support.