Considerations for Agentforce Pipeline Management

Consumption Billing

For orgs with an Agentforce for Sales, Service, or Industry add-on license, or orgs with Agentforce 1 Edition for Sales, Service, or Industry, this feature will not draw down credits where Customer makes less than 100 LLM gateway calls daily for each licensed Agentforce user. The 100 LLM gateway call limit is averaged across the entire org and doesn’t apply to each individual user. For example: 100 LLM gateway calls per day * 10 users = 1000 cumulative LLM call limit per day. If total usage exceeds this limit, Salesforce reserves the right to apply Flex Credits towards the excess at the then-current multiplier. For more information on generative AI credit consumption, see Metering for Agentforce and Generative AI Usage. Credits can still be consumed by data services in Data 360 and other related usage.

Agent Suggestions

• The daily limit for field update suggestions is 8,000 large language model generation requests. When you use the standard Recommend Next Step for Opportunity and Recommend Stage for Opportunity prompt templates, Agentforce Pipeline Management can process up to 4,000 opportunities daily.
• The agent’s suggestions aren’t visible after 30 days.
• The Employee Agent Analytics dashboard doesn’t track metrics for opportunity field updates, but you can define a custom report type from the AiGenActionItemInfo object so that Pipeline Management users can create their own reports.
• If you connected the Sales Management agent to Slack, users receive up to 15 Pipeline Management notifications in Slack per day. To change the limit, contact Salesforce Customer Support.
• If you set your agent to automatically update record fields instead of suggest updates, the autonomous updates will only be visible to the owners of the record's associated opportunity.

Data Sources

• When using the standard prompt templates, the field update suggestions that a user can see depends on their access to the data sources that were used to generate the suggestions.
  

  Warning When you use custom prompt templates for Pipeline Management, the agent can generate suggestions based on data that can be unavailable to sellers. Test your custom prompt templates thoroughly to make sure that the outputs meet your expectations.
• The more detailed the information from a data source, the more specific the agent’s suggestions can be.
• The agent filters for notes created within the past 7 days. Then, it uses the most recently created or updated note in the past 24 hours to inform its suggestions.
• When Einstein Conversation Insights is enabled as a data source, the agent uses the most recent video or voice call from the past 24 hours that’s at least 5 minutes long to inform its suggestions.
• When emails are enabled as a data source, the agent evaluates the 50 most recent emails from the past 24 hours to inform its suggestions.

Process Field Update Suggestions Flow

• The Process Field Update Suggestions flow runs only when a Sales Management agent is active.
• The flow includes all open opportunities with a close date within 90 days. To improve relevance, define specific filter conditions to pinpoint the opportunities to include in the agent’s work.
• Within the flow, the agent is added as an opportunity team member for each opportunity it works on. If you have custom Apex triggers that are set to run an action when an opportunity team member is created, determine if you want the actions to fire when the agent is added as an opportunity team member.
• The agent has Read and Write access for the opportunities that it’s working on. If you restrict the agent’s access to Read Only, it can’t generate field update suggestions.
• If you want to use the flow for a custom agent, edit the Get Sales Management Agent Bot Record and the Get Sales Management Agent Bot Version elements to reference the details of the agent that you want to use, instead of the Sales Management agent.
• When the standard prompt templates are called within the Process Field Update Suggestions flow and there’s no relevant email, call, or note data to generate suggestions, no further processing occurs. When the standard prompt templates are called outside of the flow, such as through Prompt Builder or the Agentforce panel, processing occurs regardless of available data.
• You can’t clone or modify the Recommend Stage for Opportunity prompt template. Edit the opportunity stage descriptions used by the prompt template through the Pipeline Management section of the Agentforce for Sales page in Salesforce Go.