Guided setup consolidates your pipeline management settings into a single location and automates several configuration steps, saving you time and effort. Setup in Salesforce Go replaces the setup experience for Agentforce Pipeline Management.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Foundations and the Agentforce for Sales or Agentforce for an Industry add-on license, 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.
When: Agentforce Pipeline Management became available in Salesforce Go in late November 2025.
How: From the gear icon, select Salesforce Go, and search for Agentforce for Sales. Turn on Agentforce. Then, turn on Pipeline Management and follow the steps in the Pipeline Management section.