Create and deploy an agent to help your reps throughout the sales process.
- 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. - Set Up Pipeline Management Field Updates Faster in Salesforce Go
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. - Set Up Pipeline Management Faster with the Pipeline Management Configuration Skill
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.