--- schema_version: "1" id: 6fceb93f75175be2bc4846a51033b5f11603ad880d4b6fc43fb195f27dbc79d4 title: Set Up Agentforce Pipeline Management collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_mgmt_setup_new.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_mgmt_setup_new.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: c5b6bf08950bb470bf8e90d08fa6df3ae252c37ca2224169b565f3cb93d721a6 description: 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. products: - Sales Cloud - Agentforce release: "264" --- # 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_agents-264-0-0-production-enus/3bcb4a4b-868d-4b4f-b735-d76004124785/images/icon_important.png) 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)](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.").
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. See [Automate Tasks with Flows](https://help.salesforce.com/s/articleView?id=platform.flow.htm&language=en_US). 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**. See [Best Practices for Writing Field Update Instructions](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sales_mgmt_field_update_instructions.htm&type=5&language=en_US). 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. See [Set Up Einstein Conversation Insights](https://help.salesforce.com/s/articleView?id=sales.call_coaching_setup.htm&language=en_US). 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. See [Set Up Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_setup_parent.htm&language=en_US). 5. Set up Inbox. With Inbox, the agent can draft follow-up emails and meeting requests for sales reps to review and send. See [Set Up Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox_setup.htm&language=en_US). 6. Configure the Slack connection. To see Pipeline Management suggestions in Slack, complete the agent's setup in Slack. See [Set up and manage Agentforce in Slack](https://slack.com/help/articles/36218109305875-Set-up-and-manage-Agentforce-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. - To improve the agent's responsiveness, [configure a data library](https://help.salesforce.com/s/articleView?id=ai.data_library_create.htm&type=5&language=en_US). - To track Pipeline Management metrics, [define a custom report type](https://help.salesforce.com/s/articleView?id=xcloud.reports_enhanced_defining_report_types.htm&language=en_US) based on the AiGenActionItemInfo object. #### See Also - [Create a Custom Permission Set](https://help.salesforce.com/s/articleView?id=platform.perm_sets_create.htm&language=en_US) - [Manage Employee Agent Access](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&language=en_US) - [Review and Test Your Agent's Configuration](https://help.salesforce.com/s/articleView?id=ai.agent_parent_test.htm&language=en_US) - [Best Practices for Writing Field Update Instructions](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sales_mgmt_field_update_instructions.htm&release=264.0.0&type=5 "Pipeline Management and Account Management can keep opportunity or account text fields updated based on data sources, such as notes, voice and video call transcripts, and emails. You can choose to apply the updates autonomously or require a sales rep to approve the suggestions. You control what each update includes, along with its tone and length, by writing output instructions. These suggestions help you write more precise instructions.")