A configuration skill for Agentforce Pipeline Management transforms the manual setup navigation with natural-language prompts. Tell the skill which text fields you want configured on opportunities, and it handles the required setup steps for you—getting your sales teams to AI-driven opportunity updates faster. Reps can review and approve suggestions in Pipeline Inspection, or admins can turn on autonomous mode so the agent applies updates on its own.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the Agentforce for Sales add-on, and in Agentforce 1 Sales Edition.
Who: Admins need View Setup and Modify Metadata, Manage AI Agents, Manage Agentforce Employee Agents, and Assign Permission Sets permissions to set up the agent. Sales reps who use the agent's suggestions need access to Pipeline Inspection.
How: Invoke the sales-agentforce-pipeline-management-configure skill
from the public Git repository. Prompt the skill by entering a
prompt in your AI coding assistant describing what you want to set up. For example: "Configure
Agentforce Pipeline Management for my Sales org for Next Step and Risk fields." The skill walks
through the required setup steps and applies the configuration for you.