---
schema_version: "1"
id: 2c86383aafa914be17a0792c3eb76d5737550fb9a6f2c307c374aeca6589dfd4
title: Update Key Fields Based on Momentum Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_sales_ci_field_updates.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_field_updates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ac89d6540646a13962c23cc0bb13079b1d3bd1898ae78a9da23bf29c967e5ca0
description: Give your sales reps time back by automating the field updates that normally eat into their day. Momentum works with Pipeline Management and Account Management to turn relevant information from calls into field updates, so reps spend less time on data entry and more time selling. Choose whether to apply updates automatically or show suggestions for reps to review in Pipeline Inspection or the Account Intelligence View. If you use Sales Methodology with Pipeline Management, you can also get suggestions for updating sales methodology criteria.
products:
  - Cross Cloud
release: "264"
---
# Update Key Fields Based on Momentum Insights

Give your sales reps time back by automating the field updates that normally eat into their day. Momentum works with Pipeline Management and Account Management to turn relevant information from calls into field updates, so reps spend less time on data entry and more time selling. Choose whether to apply updates automatically or show suggestions for reps to review in Pipeline Inspection or the Account Intelligence View. If you use Sales Methodology with Pipeline Management, you can also get suggestions for updating sales methodology criteria.

**Where:** This change applies to Lightning Experience in Agentforce for Sales or Agentforce 1 Edition.

**When:** This functionality is available in November 2026.

**How:** From Salesforce Go, go to the Agentforce for Sales page. To set up field updates or suggestions for opportunity fields, turn on Pipeline Management. To set up field updates or suggestions for account fields, turn on Account Management. After turning on the feature, go to the Automate Field Updates section to manage your field updates.

![The Automate Field Updates step in Pipeline Management and Account Management setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-264-0-0-production-enus/550ba85b-db1a-4608-9cd4-9a65ec96e1fa/salesforce_release_notes/images/sales/ci_field_updates_go.png)

A guided setup walks you through configuring your fields, selecting the update method, and adjusting the instructions for how to structure the output.

![The guided setup for configuring a field update](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-264-0-0-production-enus/550ba85b-db1a-4608-9cd4-9a65ec96e1fa/salesforce_release_notes/images/sales/ci_field_updates_config.png)

To enable suggestions for Sales Methodology criteria updates, set up both Pipeline Management and Sales Methodology. These updates require user approval and can’t be customized.

#### See Also

- [_Salesforce Help:_ Set Up a Sales Methodology](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_set_up_methodology.htm&type=5&language=en_US)
- [_Salesforce Help:_ Set Up Agentforce Pipeline Management](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup_new.htm&type=5&language=en_US)
- [_Salesforce Help:_ Set Up Agentforce Account Management](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_setup.htm&type=5&language=en_US)
- [_Salesforce Help:_ Best Practices for Writing Field Update Instructions](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sales_mgmt_field_update_instructions.htm&type=5&language=en_US)