Generate Accurate Forecasts with Forecasting Agent

Forecasting Agent supports your entire forecasting cycle. The agent analyzes pipeline changes, calls out deals that need your attention to hit quota, and helps you complete forecast submissions, automating the manual work along the way. Drawing on opportunity scores and deal insights for richer data, Forecasting Agent works within your existing flow and tailors its responses to what's happening in your pipeline.

Where: This change applies to Lightning Experience in Enterprise and Unlimited Editions with Agentforce for Sales add-on and in Agentforce 1 Edition.

When: This feature begins rolling out on October 19, 2026.

How: Turn on Forecasting Agent on the Forecast Settings page in Setup.