---
schema_version: "1"
id: 4e530c64c78f1f8dff9fa8e36fdb6ff2201abe923b287249b22727bd70dfffe0
title: Agentforce Pipeline Management Components
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_mgmt_components.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_components.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3cb9b02c36ccd5b891a6c093ad747bd3886fe86a86b8119b413ba4fe76b414d3
description: Before you customize Agentforce Pipeline Management, make sure that you understand the different pieces that make it work.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Agentforce Pipeline Management Components

Before you customize Agentforce Pipeline Management, make sure that you understand the different pieces that make it work.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

## 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:66.66666666666666%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3830e76">Subagent</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3830e79">Actions</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e76 ">Customer Communication</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e79 ">
              <ul>
                <li>Identify Record by Name</li>

                <li>Query Records</li>

                <li>Draft or Revise Email</li>

                <li>Send Meeting Request</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e76 ">Pipeline Management Field Updates</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e79 ">
              <ul>
                <li>Identify Record by Name</li>

                <li>Suggest Stage for Opportunity</li>

                <li>Suggest Next Step for Opportunity</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e76 ">Record Management</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e79 ">
              <ul>
                <li>Extract Fields and Values from User Input</li>

                <li>Update Record</li>

                <li>Update AI-Generated Action Item</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e76 ">Sales Management Routing</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e79 ">Routes user requests to the specialized subagents based on record type and intent.
              This subagent has no actions of its own.</td>

          </tr>
        </tbody>
      </table>

Agents created from the Sales Agent template in the legacy Agentforce Builder in Setup use a different set of subagents and actions.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3830e177">legacy Subagent</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3830e180">Actions</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="legacy Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e177 ">Communicate with Customers</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e180 ">
              <ul>
                <li>Draft or Review Email</li>

                <li>Send Meeting Request</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="legacy Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e177 ">Field Update Suggestions</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e180 ">
              <ul>
                <li>Identify Record by Object</li>

                <li>Identify Record by Name</li>

                <li>Get Record Details</li>

                <li>Suggest Next Step for Opportunity</li>

                <li>Suggest Stage for Opportunity</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="legacy Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e177 ">Record Management</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e180 ">
              <ul>
                <li>Extract Fields and Values from User Input</li>

                <li>Update Record</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="legacy Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e177 ">User Request Clarification</td>

            <td data-label="Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e180 ">This subagent has no actions of its own.</td>

          </tr>
        </tbody>
      </table>

## 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3830e282">Flow</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3830e285">Usage</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e282 ">Get AI Recommendations from Call Transcripts</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e285 ">Gets AI-generated recommendations from voice and video call transcripts to pass to the
              agent. </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e282 ">Get Opportunity Grounding Data</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e285 ">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.</td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e282 ">Get Opportunity Grounding Data for Pipeline</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e285 ">
              <p>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. </p>
              <p style="margin-bottom:0;">This flow is available only if you
                turned on Pipeline Management after September 2026.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e282 ">Process Field Update Suggestions</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e285 ">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. </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e282 ">Get Active Sales Methodology Details</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e285 ">
              <p>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.
              </p>
              <p style="margin-bottom:0;">This flow is available only when Sales Methodology is on.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e282 ">Get Opportunity Sales Methodology Grounding Data </td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e285 ">
              <p>Retrieves the methodology and methodology criteria information associated with an
                opportunity. Then, assembles the information so it can be used in a prompt template. </p>
              <p style="margin-bottom:0;">This
                flow is available only when Sales Methodology is on.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e282 ">Process Sales Methodology Criteria Suggestions</td>

            <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d3830e285 ">
              <p>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. </p>
              <p style="margin-bottom:0;">This flow is available only when
                Sales Methodology is on.</p>
            </td>

          </tr>
        </tbody>
      </table>

## 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.

#### See Also

- [Automate Your Business Processes with Salesforce Flow](https://help.salesforce.com/s/articleView?id=platform.automate_with_salesforce_flow.htm&language=en_US)
- [Standard Agent Action Reference](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref.htm&language=en_US)
- [Standard Prompt Templates](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_standard_prompt_templates.htm&language=en_US)