---
schema_version: "1"
id: 48644bdc44e8e32215c92aad8ad6ffe59b608dfbdacc5ef82fb5f6e631b7141c
title: Pipeline Management with AI
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_mgmt_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3a305ba924264e9e348d17174479a6671a98f395519694093d4dbde92c3397b0
description: Free up valuable time for your sales team and boost seller productivity with the help of generative AI. When you turn on Pipeline Management, the Sales agent analyzes data sources, such as recent notes, emails, and voice and video calls, to offer actionable suggestions for managing sellers’ opportunities. With recommendations to update opportunity fields, follow up on emails, and send meeting requests, sales reps can move deals forward with just a few clicks.
products:
  - Sales Cloud
  - Agentforce
release: "264"
---
# Pipeline Management with AI

Free up valuable time for your sales team and boost seller productivity with the help of generative AI. When you turn on Pipeline Management, the Sales agent analyzes data sources, such as recent notes, emails, and voice and video calls, to offer actionable suggestions for managing sellers’ opportunities. With recommendations to update opportunity fields, follow up on emails, and send meeting requests, sales reps can move deals forward with just a few clicks.

### 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>

- **[Considerations for Agentforce Pipeline Management](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_considerations.htm&release=264.0.0&type=5)**  
    Before you set up Agentforce Pipeline Management, keep these considerations in mind.
- **[Agentforce Pipeline Management Overview](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_overview.htm&release=264.0.0&type=5)**  
    Learn how Agentforce Pipeline Management can help sales teams free up bandwidth for bigger tasks by providing actionable, timely suggestions for managing opportunities.
- **[Agentforce Pipeline Management Permissions](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_perms.htm&release=264.0.0&type=5)**  
    You use these permission set groups to assign permissions.
- **[Set Up Agentforce Pipeline Management](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup_new.htm&release=264.0.0&type=5)**  
    Set up Agentforce Pipeline Management to save your sales team time and effort. Pipeline Management provides your sales reps timely, data-informed suggestions to keep moving deals forward.
- **[Set Up Agentforce Pipeline Management (for versions prior to Winter '27)](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup_parent.htm&release=264.0.0&type=5)**  
    Save your sales team time and effort by setting up Agentforce Pipeline Management.
- **[Agentforce Pipeline Management Components](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_components.htm&release=264.0.0&type=5)**  
    Before you customize Agentforce Pipeline Management, make sure that you understand the different pieces that make it work.
- **[Customize Agentforce Pipeline Management](https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_customize_parent.htm&release=264.0.0&type=5)**  
    Bring in your own data sources to Agentforce Pipeline Management, and get field update suggestions for custom or standard opportunity fields.