Salesforce Docs Portal

Set Up Agentforce Pipeline Management (for versions prior to Winter '27)

Save your sales team time and effort by setting up Agentforce Pipeline Management.

Required Editions

Important
Important These steps apply only if you turned on Pipeline Management before September 2026. If you turn on Pipeline Management after September 2026, see Set 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

Turn on the features required to use Agentforce Pipeline Management.

Before you begin, set up Einstein Generative AI and enable Agentforce.

  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.

Now that Pipeline Management is on, you can get field update suggestions based on your configured data sources. To get richer agent recommendations, configure additional features.

Add Features to Agentforce Pipeline Management

Certain agent capabilities, such as providing post-meeting suggestions and drafting follow-up emails and meeting requests, require you to turn on more features or configure settings. To get the most out of Agentforce Pipeline Management, complete these steps.

  1. Customize the provided Pipeline Management flows.
    For example, to integrate custom data sources, modify the Get Opportunity Grounding Data flow.
  2. Customize the provided Pipeline Management prompt templates.
    For example, to get field update suggestions for more opportunity fields, modify the Recommend Next Step for Opportunity prompt template.
  3. Set up Einstein Conversation Insights.
    Einstein Conversation Insights enables the agent to use voice and video calls as data sources for suggestions. Access to this data improves the relevance and quality of the agent's responses. Einstein Conversation Insights is required for post-meeting suggestions.
  4. Set up Einstein Activity Capture.
    Einstein Activity Capture enables the agent to use captured emails as a data source for suggestions. Access to this data improves the relevance and quality of the agent's responses.
  5. Set up Inbox.
    Inbox enables the agent to draft follow-up emails and meeting requests for sales reps to review and send.
  6. Define opportunity stages.
    The agent uses your opportunity stage descriptions to suggest updates to the Stage field. If you use standard opportunity stages, review the descriptions to confirm that they align with your team's sales processes and definitions. If you use custom opportunity stages, add detailed descriptions to help the agent suggest the correct stage for an opportunity.
  7. To allow the agent to make updates to opportunity fields on a user's behalf, turn on autonomous opportunity field updates.
    To get only opportunity field update suggestions for the user to review, turn off this setting.
  8. Configure the Slack connection.
    To see Pipeline Management suggestions in Slack, complete the agent's setup in Slack.
  9. Set up Sales Methodology.
    Sales Methodology enables the agent to provide suggestions for updating methodology criteria and confidence levels based on recent activity. The agent analyzes notes, calls, and emails to recommend updates to sales methodology fields.

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. To grant users access to the Sales agent, create a custom permission set.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
    2. Click New, and then enter your permission set information.
    3. Select the type of users who will use the permission set.
    4. Add the required permissions and settings to the permission set, and then click Save.
    5. Assign the permission set to users.
  5. Add your custom permission set to the list of permission sets with access to the Sales agent.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
    2. Select the custom permission set that you created, and then go to its Agent Access settings.
    3. Add the agent to the list of enabled agents.

What’s Next

Now that you’ve set up Pipeline Management, your sales reps can get timely, data-informed suggestions to keep moving deals forward. Here are a few suggestions for what to do next.

See Also