Quickly access your Pipeline Management prompt templates by using direct links to the templates located in Pipeline Management setup.
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.
When: This change is available in March 2026.
How: From the gear icon, select Salesforce Go. On the Salesforce Go Home page, search for Agentforce for Sales. Then, go to the Pipeline Management section and locate the Customize Pipeline Management Prompt Templates step.