Agentforce Pipeline Management now offers sellers post-meeting suggestions to streamline follow-up tasks. By analyzing conversation transcripts from video and voice calls, the Sales Management agent can recommend sending follow-up emails or meeting requests, and help draft those communications. Sellers can review and approve the suggestions to ensure prompt and personalized communication with prospective customers.
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: Post-meeting suggestions in Agentforce Pipeline Management became available in late November 2025.
How: If you’re turning on Agentforce Pipeline Management for the first time, from the gear icon, select Salesforce Go. On the Salesforce Go Home page, search for Agentforce for Sales. Turn on Pipeline Management and complete the steps.
If Agentforce Pipeline Management is already on and you’ve configured a Sales Management agent, add the Communicate with Customers topic and its actions to your agent. Make sure that Einstein Conversation Insights and Inbox are turned on and configured. After completing these steps, we recommend using the Sales Management User permission set group to assign users access to the feature, instead of the Use Agentforce Pipeline Management permission set. Using the permission set group makes it easier to grant access in case future updates require additional permissions or permission sets.