Set Up Automated Account Management Field Updates with the New Guided Configuration in Salesforce Go

Use the new guided setup in Salesforce Go to configure automated account field updates within Account Management. Add fields, choose the update method for each field, enter instructions, and activate or deactivate each field configuration.

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.

When: This feature is available in sandbox orgs beginning September 4, 2026.

Why: The new setup introduces a guided experience for setting up automated account updates in Account Management which reduces manual configuration work and helps admins apply a consistent setup pattern for account field updates

How: From the gear icon, select Salesforce Go, and search for Agentforce for Sales. Turn on Agentforce. Then, turn on Account Management and follow the steps in the Account Management setup section.

To set up your account field updates, go to the Automate Field Updates section. Then, click Manage and follow the guided steps.