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.
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. To access the actions, each user needs the Agentforce for Sales or Agentforce for an Industry add-on.
When: This change is available starting in late-July 2026.
How: From Setup, turn on and configure Pipeline Management and Sales Methodology to enable the schedule-triggered flow.