---
schema_version: "1"
id: 491ac86c3b6e9161848616d85956b766d16048f7fb1595c100d7b6767d13e3cd
title: Agentforce Pipeline Management Overview
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_mgmt_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 540b91c3f9e5b8e110b6e4210eb78e39c206fa8060a9c4944858d7e28cabc672
description: Learn how Agentforce Pipeline Management can help sales teams free up bandwidth for bigger tasks by providing actionable, timely suggestions for managing opportunities.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Agentforce Pipeline Management Overview

Learn how Agentforce Pipeline Management can help sales teams free up bandwidth for bigger tasks by providing actionable, timely suggestions for managing opportunities.

### 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>

With Agentforce Pipeline Management, the Sales agent reviews recent notes, calls, or emails to provide field update and meeting follow-up suggestions for opportunities.

You can view the agent’s pipeline management suggestions in Pipeline Inspection. Quickly take action from the status in the Agent Activity column (1) or review the suggestions in more detail in the side panel (2).

![Pipeline Management suggestions in Pipeline Inspection](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/sales_agents/images/pipe_mgmt_in_pipeline_inspection.png)

Accept, decline, or edit a suggestion from the side panel. You can also view the rationale and sources used, so you can be confident that it’s grounded in relevant data about the opportunity.

![A suggestion to update the Stage field in the side panel](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/sales_agents/images/pipe_mgmt_side_panel.png)

When [the agent is added to Slack](https://slack.com/help/articles/36218109305875-Set-up-and-manage-Agentforce-in-Slack), you can receive Pipeline Management notifications about your opportunities directly in your flow of work. By default, the agent sends up to 15 Pipeline Management notifications in Slack per day.

![A suggestion from the agent to update the Next Step field of an opportunity, in Slack](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/sales_agents/images/pipe_mgmt_in_slack.png)