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.
Where: This change applies to Lightning Experience in: Enterprise, Performance, Unlimited, and Developer 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.
When: This feature is available on May 15, 2026.
How: To get deal insights, set up Agentforce Account Management and Pipeline Inspection. Then, open the Pipeline Inspection side panel and click Deal Summary, Last Interaction, Deal Strategy, or Next Steps.
