---
schema_version: "1"
id: 3cc3532dd4659f3a0c2873031be0adcda712ebc865db66f72909316f45c1d84c
title: Sales | Suggest Next Step for Opportunity
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_sales_mgmt_suggest_next_step.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_mgmt_suggest_next_step.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ae85b544951b73e847cc29df1aa1bb9f381d39c580adc455e2c7c941701dd95d
description: Identifies and suggests a value for the Next Step field on an opportunity. This action is intended for use with Agentforce Pipeline Management.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Suggest Next Step for Opportunity

Identifies and suggests a value for the Next Step field on an opportunity. This action is intended for use with Agentforce Pipeline Management.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d35121e70">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35121e73">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35121e70 ">To use a Sales Management agent:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d35121e73 ">Use Agentforce Sales Management</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35121e70 ">To use Agentforce Pipeline Management:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d35121e73 ">Use Agentforce Pipeline Management permission set</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d35121e70 d35121e73 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SuggestOppNextStep</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">recommendNextStepForOpp</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup.htm&amp;language=en_US" target="_blank">Set Up Agentforce Pipeline Management</a></td></tr></tbody></table>

## Suggest Next Step for Opportunity and Prompt Templates

This agent action calls the Recommend Next Step for Opportunity prompt template, which generates a Next Step field update suggestion for an opportunity based on information such as call transcripts, emails, and notes.

You can clone and modify the Recommend Next Step for Opportunity prompt template to create a field update suggestion action for custom or other opportunity fields

## Guidelines and Considerations

- In the Agentforce panel, this action can only be initiated through the Sales Management agent.
- If you remove this action, the agent can’t give suggestions for updating the Next Step field on an opportunity.

#### See Also

- [Agentforce Pipeline Management](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_parent.htm&language=en_US)