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Set Up Agentforce Pipeline Management

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.

Required Editions

Important
Important This setup applies only to sandboxes. If you turned on Pipeline Management before September 2026, see Set Up Agentforce Pipeline Management (for versions prior to Winter '27).
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.
User Permissions Needed
To set up Agentforce Pipeline Management:

View Setup

AND

Modify All Data

OR

Customize Application
To configure a Sales agent:

Manage AI Agents

AND

Manage Agentforce Employee Agents

OR

Customize Application
To manage permission set assignments: Assign Permission Sets

Turn On Agentforce Pipeline Management

After you turn on Pipeline Management, you can get update suggestions for the Next Step and Stage fields based on your configured data sources.

  1. From the gear icon, select Salesforce Go.
  2. On the Salesforce Go Home page, search for and select Agentforce for Sales.
  3. Turn on Agentforce.
  4. Turn on Pipeline Management.
    When you turn on Pipeline Management, you're assigned the Sales Management User permission set group. The Sales agent is also created and assigned the Sales Management Agent User permission set group.

To get updates and recommendations for other opportunity fields, complete the steps to add features to Agentforce Pipeline Management.

Add Features to Agentforce Pipeline Management

Add features, customizations, and capabilities to enhance your Pipeline Management experience.

  1. Customize the provided Pipeline Management flows.
    For example, to integrate other data sources, modify the Get Opportunity Grounding Data for Pipeline flow.
  2. Set up automated field updates.
    Select the opportunity text fields that you want to keep up to date, and choose whether each field is updated automatically or gets suggestions that sales reps review and accept. Then write output instructions that describe what each update includes, along with its format and length.
    To give sales managers and users above them in the role hierarchy visibility into field updates and suggestions, turn on Show Field Updates to Leaders.
  3. Set up Einstein Conversation Insights.
    Einstein Conversation Insights adds voice and video calls as data sources for suggestions. Access to this data improves their relevance and quality. Einstein Conversation Insights is required for post-meeting suggestions.
  4. Set up Einstein Activity Capture.
    Einstein Activity Capture adds captured emails as a data source for suggestions. Access to this data improves their relevance and quality.
  5. Set up Inbox.
    With Inbox, the agent can draft follow-up emails and meeting requests for sales reps to review and send.
  6. Configure the Slack connection.
    To see Pipeline Management suggestions in Slack, complete the agent's setup in Slack.

Grant Users Access to Agentforce Pipeline Management

Give your sales reps the permissions they need to use Agentforce Pipeline Management and the Sales agent.

  1. In Salesforce Go, on the Agentforce for Sales page, locate the Pipeline Management section.
  2. Go to the Manage User Access step, and then click Manage.
  3. Assign the Sales Management User permission set group to the users who need access to Agentforce Pipeline Management.
  4. Review your agent's settings in Agentforce Studio.

Here are a few suggestions for what to do next.

See Also