---
schema_version: "1"
id: fc98ec3889321a41f30ab3d3c3bf1ef056f826cc5967c6bb88bf204b251ecf4d
title: Set Up Automated Account Management Field Updates with the New Guided Configuration in Salesforce Go
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_automated_acct_mgmt_field_updates.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_automated_acct_mgmt_field_updates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6e9e12856d3443a2708146f3033e5078b03da254b202fc8b9b14c304ba069502
description: 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.
products:
  - Cross Cloud
release: "264"
---
# 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.