Before you customize Agentforce Pipeline Management, make sure that you understand the different pieces that make it work.
Required Editions
| Available in: Lightning Experience |
| Available 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. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions. |
Subagents and Actions
Subagents and actions determine what your agent can do. Your Sales agent includes subagents for both Account Management and Pipeline Management.
These subagents are used for Pipeline Management. Don't remove the Sales Management Routing subagent.
| Subagent | Actions |
|---|---|
| Customer Communication |
|
| Pipeline Management Field Updates |
|
| Record Management |
|
| Sales Management Routing | Routes user requests to the specialized subagents based on record type and intent. This subagent has no actions of its own. |
Agents created from the Sales Agent template in the legacy Agentforce Builder in Setup use a different set of subagents and actions.
| legacy Subagent | Actions |
|---|---|
| Communicate with Customers |
|
| Field Update Suggestions |
|
| Record Management |
|
| User Request Clarification | This subagent has no actions of its own. |
Flows
When you turn on Agentforce Pipeline Management, these flows are activated. The flows retrieve data, send information to prompt templates for processing, and identify the opportunities to work on. You can customize the flows for the specific needs of your business.
| Flow | Usage |
|---|---|
| Get AI Recommendations from Call Transcripts | Gets AI-generated recommendations from voice and video call transcripts to pass to the agent. |
| Get Opportunity Grounding Data | Gets data from voice calls, video calls, notes, and emails associated with an opportunity, and sends the details to the associated prompt template as prompt instructions. |
| Get Opportunity Grounding Data for Pipeline |
Gets voice call, video call, content note, and email data associated with an opportunity within a configurable lookback window, and returns the information as the prompt text for the pipeline management suggestion pipeline. This flow is available only if you turned on Pipeline Management after September 2026. |
| Process Field Update Suggestions | Adds the agent user as an opportunity team member on eligible opportunities, and generates field update suggestions for the relevant fields on the opportunity record. Suggestions are generated based on the data sources that the user enables, such as conversation transcripts, emails, or notes. |
| Get Active Sales Methodology Details |
Retrieves information about the active sales methodology, either for the org or for the opportunity. Then, assembles the information so it can be used in a prompt template. This flow is available only when Sales Methodology is on. |
| Get Opportunity Sales Methodology Grounding Data |
Retrieves the methodology and methodology criteria information associated with an opportunity. Then, assembles the information so it can be used in a prompt template. This flow is available only when Sales Methodology is on. |
| Process Sales Methodology Criteria Suggestions |
Generates sales methodology criteria suggestions for the related opportunity record. Suggestions are generated based on the data sources enabled by the user, such as conversation transcripts, emails, or content notes. This flow is available only when Sales Methodology is on. |
Prompt Templates
If you turned on Pipeline Management before September 2026, the feature uses the Recommend Next Step for Opportunity and Recommend Stage for opportunity field updates. When you turn on Sales Methodology, it also uses the Recommend Sales Methodology Criteria for Opportunity prompt template. You can also create a custom prompt template to generate field update suggestions for custom opportunity fields.
If you turned on Pipeline Management after September 2026, the feature uses the Suggest Field Update prompt template. You can't modify this template, but you can customize the instructions when you're setting up the fields to refine your agent's suggestions.