---
schema_version: "1"
id: 6b0a4eeadea30cd7b9a8cab0a693fc276d31b3d6589f9f6f3c921675bb36e240
title: Get Field Update Suggestions for Other Opportunity Fields
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_mgmt_custom_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_custom_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6128a7e8b3cf912d220ce33e7d15e1346d96e9a2be7ff4eacfbda7142c01e348
description: The Pipeline Management agents generates field update suggestions for the Next Step and Stage fields. You can also add other standard opportunity fields or custom fields.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Get Field Update Suggestions for Other Opportunity Fields

The Pipeline Management agents generates field update suggestions for the Next Step and Stage fields. You can also add other standard opportunity fields or custom fields.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10006e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10006e74 ">To edit prompt templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10006e74 ">
              <p>Prompt Template Manager Permission Set</p>
              <p>AND</p>
              <p>Manage Prompt Template</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Execute Prompt Template</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10006e74 ">To map prompt templates to Opportunity fields:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10006e74 ">Edit access on the Opportunity object</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10006e74 ">To create, edit, and manage flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10006e74 ">Manage Flow</td>

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

Before you begin, check whether there’s already a Field Generation prompt template for the field you want to use. A field can have only one Field Generation prompt template. Also, your agent must have permission to access the field.

## Create a Prompt Template for the Field

1. Identify the standard or custom opportunity field that you want to use.
    
    We recommend that you use standard text fields, not Long Text Area or Rich Text Area fields, because suggestions can’t exceed 250 characters.
2. [Create a new prompt template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_build_template.htm&language=en_US) of the Field Generation type.
    
    To make the customization process easier, copy the instructions from the Recommend Next Step for Opportunity prompt template. Then, adjust them to reference the field that you want instead of the Next Step field.
    
    Don’t change or remove the prompt instructions about the output. The output must be in the specified JSON structure to align with the user interface. Changing the structure or snippets can result in data showing incorrectly or not at all.
3. To make sure that you get the results you want, [test your prompt template](https://help.salesforce.com/s/articleView?language=en_US&id=ai.prompt_builder_review_revise.htm) thoroughly. Then, when you’re ready, activate it.

## Edit the Process Field Update Suggestions Flow

After activating the prompt template for your opportunity field, update the flow to complete the customization process.

1. From Setup, in the Quick Find box, search for Flows. In the Process Automation section, click **Flows**.
2. Select the active Process Field Update Suggestions flow and deactivate it to make changes.
3. Edit the Add Opportunity Fields to Collection assignment element.
    1. Click **Add Assignment**.
    2. For the variable, select **OpportunityFields**.
    3. For the operator, select **Add**, and enter the API name of the field as the value.
4. To make sure that you get the results you want, [test the flow](https://help.salesforce.com/s/articleView?language=en_US&id=platform.flow_concepts_testing.htm). Then, when you’re ready, save and activate it.

Modifying a prompt template or using a custom prompt template can increase latency and result in fewer opportunities being processed through the Process Field Update Suggestions flow. To improve processing times, filter opportunities for the agent to work on or adjust the flow schedule.