Get a more streamlined permission assignment experience. Give your agent the ability to update certain fields on its own while it continues to generate suggestions for other fields. Get a more uniform experience when summarizing sales records. Use AI to get quick answers and summaries about your deals without searching through emails or call transcripts.
- A New Permission Set Was Added to the Sales Management User Permission Set Group
The Sales Management User Permission Set Group now includes the Manage Unmetered Sales Management Users permission set. This change streamlines permission assignment and reduces unexpected billing issues because you no longer manually assign the Unmetered User Based AI permission to users. - Control Which Fields Receive Autonomous Updates
Specify the individual fields that the Sales Management agent can update on the seller’s behalf by modifying the Process Field Update Suggestions flow. Give your agent the ability to update certain fields on its own while it continues to generate suggestions for other fields. - Get AI-Generated Summaries for Your Deals
Get quick answers and summaries about your deals without searching through emails or call transcripts. Use AI to catch up on recent activities, identify deal blockers, and prepare for meetings by asking specific questions or using suggested buttons. - Improve Sales Summary Quality with Enhanced Prompt Template Instructions
Your agents now have a more uniform experience when summarizing sales records. We simplified prompt instructions and integrated record snapshots for the Lead Summary, Contact Summary, and Deal Summary prompt templates. These changes improve data accuracy and provide a consistent format across prompt templates without any manual configuration. - Create Custom Reports for Pipeline Management Insights
Create a custom report type based on the AiGenActionItemInfo object so that sales reps can track Pipeline Management usage metrics. After you define the custom report type, users with Pipeline Management permissions can build tailored reports to monitor data points, such as suggestion statuses and upcoming expiration dates, in a single comprehensive view. By default, the Parent Type filter on the report is set to Opportunity. - Track Deal Progress with Sales Methodology Suggestions from Agentforce
Sellers can now use Pipeline Management to update sales methodology criteria and confidence levels for opportunities. View suggestions in the Agent Activity column, or update the fields at any time in the Sales Methodology tab in the Pipeline Inspection side panel. The agent's suggestions are based on notes, calls, and emails, so you can feel confident that they're grounded in timely, meaningful data. - Build Your Sales Agent in the New Agentforce Builder
The Sales Agent template is available in the new Agentforce Builder, the enhanced agent-building experience in Agentforce Studio. Create your agent in the new builder to get finer control over your agent’s workflows, along with previewing and debugging tools to help you release with confidence. Agents created from the template in the legacy builder continue to work, but you can’t upgrade them to the new builder. The Sales agent’s subagents are also structured differently in the new builder.