# Prospect-to-Offer Matching Agent

Canonical: https://synconai.com/ai-agents/prospect-to-offer-matching-agent

Type: Sales AI Agent for Salesforce · Category: Sales and revenue · Status: Coming soon · Works with your team

An Agentforce agent that matches a prospect to the best offers in a catalog (service packages, partners or investment vehicles) using fixed filters and weights, then writes a short rationale per match. The user enters a prospect profile and receives a ranked shortlist with reasons.

Outcome: A repeatable matching process instead of manual spreadsheet filtering.

- Works with: Business Development, Partnership Managers, Sales Operations
- Where: Salesforce Employee Agent panel and Slack
- Runs on: Sales Cloud, Agentforce; Data 360 optional for very large catalogs
- Best fit: Cross-industry; first demo in B2B partner matching

## How it works

- **Profile capture.** Gathers and confirms the prospect profile.
- **Match and rank.** Filters, scores, explains.
- **Match follow-up.** Explains, reruns, saves.

## The rules it follows

- The rationale may state only facts present in the profile or the offer record; missing facts are written as "not recorded".
- The agent never contacts prospects or offer owners.
- Scores follow the fixed weights exactly.
- Hard filters are never bypassed.
- Runs and results are stored for audit.
- Shortlist returns in under 20 seconds for 25 offers.

## What we need from you

- Your offer catalog in a loadable format.
- Agreement on the weights and the minimum score.
- Data 360 only if the catalog exceeds a few thousand records.

## Not included

- Outreach or meeting booking with matched offers.
- Web scraping of prospect or offer data.
- Learning weights from past outcomes and batch runs.

## FAQ

### What does the Prospect-to-Offer Matching Agent do?

An Agentforce agent that matches a prospect to the best offers in a catalog (service packages, partners or investment vehicles) using fixed filters and weights, then writes a short rationale per match. The user enters a prospect profile and receives a ranked shortlist with reasons. A repeatable matching process instead of manual spreadsheet filtering.

### Which Salesforce products does it run on?

Sales Cloud, Agentforce; Data 360 optional for very large catalogs. Confirm editions and licenses with your Salesforce account team.

### Where do people use it?

Salesforce Employee Agent panel and Slack.

### What does it not do?

Outreach or meeting booking with matched offers; Web scraping of prospect or offer data; Learning weights from past outcomes and batch runs.

### Is there a demo?

Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us