Customize Agentforce Pipeline Management

Bring in your own data sources to Agentforce Pipeline Management, and get field update suggestions for custom opportunity fields or standard opportunity fields.

• Agentforce Pipeline Management Components
  Before you customize Agentforce Pipeline Management, make sure that you understand the different pieces that make it work.
• Get Field Update Suggestions for Other Opportunity Fields
  The Pipeline Management agents generates field update suggestions for the Next Step and Stage fields. You can also add other standard opportunity fields or custom fields.
• Add Data Sources to Enrich Field Update Suggestions in Agentforce Pipeline Management
  Agentforce Pipeline Management can use notes, emails, or calls to inform the agent’s field update suggestions. You can customize and expand the data sources that your agent uses. For example, use other opportunity fields or different sources, such as content from other objects.
• Specify the Fields That the Sales Management Agent Can Update Autonomously
  Specify the individual fields that the Sales Management agent can update on the seller’s behalf by modifying the Process Field Update Suggestions flow. Give your agent the ability to update certain fields on its own while it continues to generate suggestions for other fields.