For new Pipeline Management users, setup in Salesforce Go includes a more streamlined way to configure opportunity field updates. The new Automate Field Updates section introduces a guided workflow that simplifies setup by automating steps that previously required manual 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 on September 4, 2026.
Who: This new setup is only visible to orgs that haven't configured Pipeline Management before. Orgs that already have Pipeline Management set up don't see any changes to their setup in Salesforce Go.
How: From the gear icon, select Salesforce Go, and search for Agentforce for Sales. Turn on Agentforce. Then, turn on Pipeline Management and follow the steps in the Pipeline Management setup section.
To set up your opportunity field updates, go to the Automate Field Updates section. Then, click Manage and follow the guided steps.