Components of the 'Altify MaxAI Revenue Execution' Agent
This subagent outlines the components that enable you to create a 'MaxAI Revenue Execution' agent. The following components are covered:
Subagents
| Label | Description |
|---|---|
| Altify MaxAI Opportunity Read and Write Data |
Allows Altify MaxAI Revenue Execution agent to view, read and update opportunity details in Altify. It lets you review existing contacts, stakeholders, relationships, competitors, and insights, manage sales process assignment, stage qualification, and qualifier states, and keep opportunity data current and accurate. Reads and writes Altify opportunity data. For descriptions of associated actions, see Opportunity Actions (Read/Write). |
| Altify MaxAI Opportunity Coaching & Strategy |
Allows MaxAI Revenue Execution agent to analyze an opportunity and get clear, actionable guidance. It helps identify what’s missing, assess risks, surface key stakeholders, and recommend the best next steps to move the deal forward. Ideal for planning strategy, preparing calls, and improving win probability. AI-powered strategic analysis and coaching for Altify opportunities using Altify methodology. For descriptions of associated actions, see Opportunity Coaching & Strategy Actions. |
| Altify MaxAI Account Read and Write Data |
Allows Altify MaxAI Revenue Execution agent to view, read and update account details in Altify. It lets you review and manage relationship maps, insight maps, objectives, key players, and Test & Improve sessions, draft answers to account Details questions, and generate shareable record links. Reads and writes Altify account data. For descriptions of associated actions, see Account Actions (Read/Write). |
| Altify MaxAI Account Coaching and Pre-Meeting Intelligence |
Allows MaxAI Revenue Execution agent to analyze an account and get clear, actionable guidance. It helps prepare for meetings with contact intelligence, diagnose account plan health, surface solution recommendations, identify missing Insight Map cards, and generate SMART objectives and actions. Ideal for pre-meeting prep, plan reviews, and strategic account planning. AI-powered strategic analysis and coaching for Altify accounts using Altify methodology. For descriptions of associated actions, see Account Coaching and Pre-Meeting Intelligence Actions. |
| Altify MaxAI Account Portfolio Health |
Allows MaxAI Revenue Execution agent to screen and triage health across multiple accounts at once. It helps identify which accounts need attention, surfaces completeness scoring, and flags red/amber accounts across your portfolio. Ideal for prioritizing time and focus across a book of accounts. AI-powered portfolio-level health triage for Altify accounts using Altify methodology. For descriptions of associated actions, see Account Portfolio Health Actions |
Opportunity Actions (Read/Write)
The following actions are associated with the subagent 'Altify MaxAI Revenue Execution Opportunity Read and Write Data'. It incorporates eleven 'read' actions and thirteen 'write' actions.
| Label | Description |
|---|---|
| Opportunity Read Competitors [read] | Retrieves Altify methodology Opportunity Competitor records for an opportunity. |
| Opportunity Read Decision Criteria Complete [read] | Retrieves Altify methodology Decision Criteria (Decision Criteria, Criteria Contact, Criteria Position) for an opportunity. |
| Opportunity Read Insight Map [read] | Retrieves Altify methodology Insight Map (Sections, Cards, Placements, Contact Associations) for an opportunity. Cards represent Goals, Pressures, Initiatives, Obstacles, and Solutions. |
| Opportunity Read Actions [read] | Retrieves Altify methodology actions for an opportunity with Altify methodology context. |
| Opportunity Read Assessment Complete [read] | Retrieves Altify methodology Assessment data (Questions, Answers, Competitor Answers) for an opportunity. |
| Opportunity Read Relationship Network [read] | Retrieves existing contacts already mapped to an opportunity's relationship network. Shows current Contact Map Details, Contact Influence, and LOR Relationships. |
| Opportunity Read Test And Improve Sessions [read] | Retrieves Test and Improve or Deal Review sessions and related Feed Items (Questions, Vulnerabilities, Recommendations) for an opportunity. |
| Opportunity Read Core Fields [read] | Returns one opportunity's core fields (name, stage, amount, CRM close date, won/closed flags). Amount reflects the org-configured opportunity amount field, not standard Amount. Used for an opportunity's amount, value, stage, or close date. |
| Opportunity Read Sales Process [read] | Returns the assigned sales process, ordered stages, every qualifier with its importance and state, and closure probability for one opportunity. Used when the user asks about deal qualification, stage progression, what is blocking a deal, or expected closure probability. |
| Org Read Sales Processes Catalog[read] | Returns the org's catalog of configured Sales Processes (Id, Name, default flag, etc.) so the agent can present selectable options when a user wants to assign or change the sales process on an opportunity. |
| Read Test And Improve Session Detail [read] | Retrieves Test and Improve session details for an opportunity, automatically detecting across the three T&I session object types. |
| Opportunity Upsert Action [write] | Creates or updates a Task record. |
| Opportunity Upsert Assessment Answer [write] | Creates or updates an Assessment Answer record for an Opportunity. |
| Opportunity Upsert Assessment Competitor Answer [write] | Creates or updates an Assessment Competitor Answer record. |
| Opportunity Upsert Contact Map Details [write] | Creates or updates Altify relationship mapping record (Contact Map Details) . This includes roles, political stance, and support level for contacts within accounts/opportunities. |
| Opportunity Upsert Decision Criteria Position [write] | Creates or updates a Decision Criteria Position record. |
| Opportunity Create Contact Influence [write] | Creates contact influence/conflict relationship record for Altify relationship mapping. |
| Opportunity Upsert Decision Criteria[write] | Creates or updates a Decision Criteria record to capture formal or informal buyer decision criteria within an Account context. |
| Opportunity Create Decision Criteria Contact [write] | Creates a Decision Criteria Contact record to link a Contact to a Decision Criteria. |
| Opportunity Upsert Insight Card [write] | Creates or updates an Insight Card record (Goal, Pressure, Initiative, Obstacle, or Solution) within an Opportunity Insight Map. |
| Opportunity Create Insight Card Contact [write] | Creates an Insight Card Contact record, linking a Contact to an Insight Card as either Owner or Informer. |
| Opportunity Update Core Fields [write] | Updates an opportunity's core fields: Name, StageName, Amount, CloseDate (CRM close date), Probability. |
| Opportunity Upsert Qualifier State [write] | Updates the state ('No'/'In progress'/'Yes') of an SPM qualifier on an opportunity. |
| Opportunity Upsert Sales Process [write] | Assigns or changes the SPM sales process on an opportunity. |
| Get Recently Viewed Records | Returns the most recently viewed Opportunity and/or Account records. |
| Get Record Deep Link | Returns a shareable Salesforce URL for any record. Use when the user asks for a "link", "URL", or "shareable link" to any Salesforce record (Account, Opportunity, Contact, or any other object). |
| Query Records standard Agentforce action | Finds and retrieves Salesforce CRM records based on user input and specific conditions, such as field values. This action automatically identifies the correct records and object type. e.g. 'Find all open opportunities created in the last 5 days sorted by created date.' |
Opportunity Coaching & Strategy Actions
| Label | Description |
|---|---|
| Altify Pipeline Risk Analysis |
Evaluates multiple opportunities together, such as in response to a question about two or more named opportunities, or in response to a comparative or portfolio-level question (for example, 'which deals are most at risk?', 'how do opportunity A and opportunity B compare?', 'which deals should I prioritize?', 'perform a pipeline analysis/forecast review for my opportunities'). This action returns a portfolio-level risk assessment (GREEN, YELLOW, AMBER, RED), a prioritized ranking of deals, and consolidated recommendations to help customers focus on the most critical opportunities. This action is not for single-opportunity analysis - Altify Opportunity Vulnerability Analysis performs that function. |
| Altify Opportunity Vulnerability Analysis |
Performs an end-to-end review of a single opportunity with comprehensive strategic analysis across all Altify methodology dimensions (assessment, relationships, competitors, criteria, insights, actions). Activated in response to requests such as 'analyze this opportunity', 'what's missing from this deal?', 'prepare for a Test & Improve session', or requests for a complete deal review. This action returns vulnerability assessment with qualification gaps, competitive threats, relationship risks, and prioritized action recommendations. Associated prompt template: Altify Opportunity Vulnerability Analysis |
| Altify Opportunity Actions Commentary |
Reviews and provides commentary on existing actions already created for this opportunity. Returns strategic analysis with action priorities, due dates, action categorization, and linkage to Altify methodology business objectives. This reviews existing actions only; for new action recommendations the Altify Opportunity Next Best Actions action is activated. Associated prompt template: Altify Opportunity Actions Commentary |
| Altify Opportunity Next Best Actions |
Reviews Altify opportunities using proven Altify methodology to advance deals and increase win probability. Recommends prioritized Altify methodology actions (Prove value, Retrieve information, Insulate against competition, Minimize risk, Emphasize differentiation - PRIME). Associated prompt template: Altify Opportunity Next Best Actions |
| Altify Opportunity Assessment |
Shows the Altify 5-lens assessment with health scores across all strategic dimensions: Business Problem, Solution Impact, Power & Politics, Vision & Value, and Control & Process. Returns dimension scores, strengths, and weaknesses. This action is for assessment-only analysis; for complete opportunity vulnerability analysis, the action Altify Opportunity Vulnerability Analysis is employed. Associated prompt template: Altify Opportunity Assessment Analysis |
| Altify Opportunity Executive Briefing |
Generates executive briefings and summaries for Altify opportunities designed for sales leadership review. Returns concise analysis with opportunity health status, key strengths and exposures, immediate actions, and deal priorities across all Altify lenses. Associated prompt template: Altify Opportunity Questions Analysis |
| Altify Opportunity Recommendations |
Provides strategic Altify recommendations for winning this opportunity based on assessment data, stakeholder landscape, and competitive positioning. Returns prioritized action plans with owner assignments and success metrics. Associated prompt template: Altify Opportunity Recommendation |
| Altify Opportunity Call Plan |
Generates comprehensive call plans and meeting preparation for customer meetings on Altify opportunities. Returns value-focused agenda with meeting objectives, discovery questions, talking points, and situation analysis using Altify methodology. Associated prompt template: Altify Opportunity Call Plan |
| Altify Opportunity T&I Coaching Prep |
Prepares a coaching briefing for an Opportunity Test & Improve session, drawing on the opportunity's assessment, relationship, and action data to surface discussion points ahead of the session. Associated prompt template: Altify Opportunity T&I Coaching Prep |
| Opportunity - Find Missing Opportunity Contacts | Identifies contacts from the Account NOT yet on this opportunity's relationship map. Used only in response to explicit requests regarding 'missing contacts', 'who else to meet', or 'relationship map gaps'. Supports filtering by buyer role, support status, political status, coverage level, and key player flag. |
| Get Recently Viewed Records | Returns the most recently viewed Opportunity and/or Account records. |
| Query Records standard Agentforce action | Finds and retrieves Salesforce CRM records based on user input and specific conditions, such as field values. This action automatically identifies the correct records and object type. e.g. 'Find all open opportunities created in the last 5 days sorted by created date.' |
Opportunity Prompt Templates
Account Actions (Read/Write)
| Label | Description |
|---|---|
| Account Create Contact Influence | Creates contact influence/conflict relationship record for Altify account relationship mapping. |
| Account Create Insight Card Contact | Links a Contact to an account-level Insight Card as Owner or Informer. Used after creating an insight card to associate relevant stakeholders. |
| Altify Account Details Suggestions |
Suggestions for the Account Details questionnaire of a single Altify Account Plan. For each Account Details question, the action proposes a draft answer grounded in account context (basics, segmentation, solution footprint, stakeholders, open opportunities) and the question's own tooltip. Associated prompt template: Altify Account Details Suggestions |
| Account Read Actions | Retrieves account-level actions (Tasks linked to Account Objectives) for an account with Altify Account Manager methodology context. |
| Account Read Insight Map | Retrieves Altify methodology Insight Map (Sections, Cards, Placements, Contact Associations) for an account. Cards represent Goals, Pressures, Initiatives, Obstacles, and Solutions at the account level. Excludes opportunity-specific data. |
| Account Read Objectives | Retrieves account objectives with status, priority, type, metrics and strategy for an account. |
| Account Read Plan Complete | Aggregate Account Plan reader. Returns all six sections (account-details, relationship-map, insight-map, pipeline, objectives-actions, test-improve) in ONE call. |
| Account Read Relationship Network | Retrieves contacts already mapped to an account's relationship network including key players, stakeholders, buyer roles, political status, and support status. |
| Account Read Test And Improve Sessions | Retrieves Account Test and Improve or Account Plan Review sessions and related FeedItems (Questions, Vulnerabilities, Recommendations) for an account. |
| Org Read Acc Plan Types Catalog | Returns the org's catalog of Account Plan Types (Id, Name) so the agent can resolve a plan-type NAME the user mentions (e.g. "Partner", "Enterprise") to its record Id. |
| Read Test And Improve Session Detail | Retrieves Test and Improve session details for an account, automatically detecting across the three T&I session object types. |
| Account Upsert Action | Creates or updates an account-level action (Task). |
| Account Upsert Answer | Creates or updates an account "Details" answer (ALTF__Account_Answer__c). An answer records a response to an Altify Account Question, either as a picklist value or a free-text note. |
| Account Upsert Contact Map Details | Creates or updates an account-level Altify relationship mapping record (Contact Map Details). This includes roles, political stance, and support level for contacts within accounts. |
| Account Upsert Insight Card | Creates or updates Account Insight Cards (Goal, Pressure, Initiative, Obstacle, Solution) — these describe the customer business landscape. |
| Account Upsert Objective | Creates or updates an account objective. |
| Get Recently Viewed Records | Returns the most recently viewed Opportunity and/or Account records. |
| Get Record Deep Link | Returns a shareable Salesforce URL for any record. |
| Query Records standard Agentforce action | Finds and retrieves Salesforce CRM records based on user input and specific conditions, such as field values. |
Account Coaching and Pre-Meeting Intelligence Actions
| Label | Description |
|---|---|
| Altify Generate Account Objectives and Actions |
Account-level objective generation for a seller building an Altify Account Plan. Proposes up to 3 SMART objectives balanced across Revenue, Business Development, and Relationship types, each with 2-3 linked actions. Associated prompt template: Altify Generate Account Objectives and Actions |
| Altify Generate Account Plan Strategy |
Whole-plan strategic review of an Account Plan. Assesses the plan across four strategic dimensions (Problems & Insights, People & Relationships, Positioning & Value, Potential & Whitespace + Execution). Associated prompt template: Altify Generate Account Plan Strategy |
| Altify Account Plan Deep Assessment |
Deep assessment of an Account Plan. Produces a four-section structured snapshot — Relationship Map, Insight Map, Account Detail Completeness, and Objectives & Actions Linkage. Associated prompt template: Altify Account Plan Deep Assessment |
| Altify Account Contact Briefing |
Account-level contact intelligence briefing for a pre-meeting read. Produces a concise briefing combining Altify relationship-map, insight-map, and account-objective data: key people with role/sentiment/engagement, per-contact next step, top account-level next actions, and conflicting signals across data sources. Associated prompt template: Altify Account Contact Briefing |
| Altify Account Plan Overview |
Account-level overview of a single Altify Account Plan. Produces a six-section coaching narrative — Account Details, Relationship Map, Insight Map, Pipeline, Objectives & Actions, and Test & Improve. Associated prompt template: Altify Account Plan Overview |
| Altify Account Solution Recommendations |
Account-level solution recommendations for a sales manager. Cross-references Altify Insight Map pressures, initiatives, goals, obstacles, and solution mappings against the account's Altify Solution Pipeline. Produces a ranked recommendation list with rationale per solution and a gap analysis. Associated prompt template: Altify Account Solution Recommendations |
| Altify Suggest Account Insights |
Account-level insight suggestions for a seller completing an Altify Account Plan. Reads the account's context — Account Objectives, Account Details questions and answers, and associated Altify Solutions — and suggests Insight Map cards across the five insight types (Goal, Pressure, Initiative, Obstacle, Solution), each grounded in that context with rationale and any contacts to link. Associated prompt template: Altify Suggest Account Insights |
| Altify Account Plan Gap Analysis |
Diagnostic gap and vulnerability analysis of a single Altify Account Plan, surfacing weaknesses across the plan's relationships, insights, objectives, and account detail completeness. Associated prompt template: Altify Account Plan Gap Analysis |
| Altify Account Plan Improvement Questions |
Generates 12-16 coaching and improvement questions for an Altify Account Plan, prompting the seller to think through gaps in the plan's relationships, insights, and objectives. Associated prompt template: Altify Account Plan Improvement Questions |
| Altify Account Plan Recommendations |
Prescriptive next-best-action recommendations for a single Altify Account Plan, with owners and suggested metrics for each recommendation. Associated prompt template: Altify Account Plan Recommendations |
| Altify Account T&I Coaching Prep |
Prepares a coaching briefing for an Account Test & Improve session, drawing on the account plan's relationships, insights, and objectives to surface discussion points ahead of the session. Associated prompt template: Altify Account T&I Coaching Prep |
| Altify Suggest Account Relationship Gaps |
Diagnoses gaps in an account's Relationship Map — missing roles, level of relationship, and influence — and suggests contacts or updates to close them. Associated prompt template: Altify Suggest Account Relationship Gaps |
| Get Recently Viewed Records | Returns the most recently viewed Opportunity and/or Account records. |
| Query Records standard Agentforce action | Finds and retrieves Salesforce CRM records based on user input and specific conditions, such as field values. |
Account Portfolio Health Actions
| Label | Description |
|---|---|
| Altify Account Portfolio Health | Evaluates multiple accounts together for portfolio-level health and triage. Returns per-account RAG status (Green/Amber/Red), pre-calculated completeness scores across six dimensions (answers, relationships, insights, objectives, whitespace, plan answers), missing-data flags, summary aggregates (counts + average completeness), and methodology context the LLM should use to produce a portfolio narrative and prioritized next actions. |
| Get Recently Viewed Records | Returns the most recently viewed Opportunity and/or Account records. |
| Query Records standard Agentforce action | Finds and retrieves Salesforce CRM records based on user input and specific conditions, such as field values. |