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Guidelines and Limits for Pipeline Inspection
Keep in mind some important guidelines and limits of the Pipeline Inspection features so that you can manage your pipeline more effectively and close more deals.
Required Editions
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Ensuring Sales Rep Accountability with
Pipeline Inspection (English Only)
Important Starting in Summer ’25, data from Activity
Metrics and Activity 360 Reporting isn’t available in Pipeline Inspection unless previously
set up. This change affects the counts of activities by type in Activity Timeline and the
Who’s Involved feature. If you’re already using Activity Metrics and Activity 360 Reporting
data in Pipeline Inspection, you can continue to do so until these Einstein Activity Capture
reporting tools are retired. See Einstein Activity Capture Activity 360 Reporting, Activity
Metrics, Activities Dashboard Upcoming Retirement.
Filtering
- If a search returns 2,000 or more records, a total for the selected metric isn’t shown.
- The Moved Out metric looks at opportunities with close dates within 6 months after the selected period to determine whether those deals meet the Moved Out criteria. The searched records count toward the record limit.
- Even if the maximum record limit is reached for any of the pipeline metrics, and the total for the metric isn’t shown, the list still shows records.
- When filtering by a pipeline metric, the list sometimes shows fewer than the maximum opportunities even when the actual number of matching opportunities is more than the maximum.
- The All Opportunities owner filter isn’t supported.
- You can filter by opportunity owner, opportunity teams, or territories.
- To filter by any user’s opportunities, make sure you have View All Records permission on opportunities.
- Managers can see deals for users who have subordinate roles in the role hierarchy, where the user is either the opportunity owner or on the opportunity team. Managers can also see deals for users with subordinate portal roles.
- To see opportunities where your reports are on the opportunity team, make sure the manager and the opportunity team members are in the same branch of the role hierarchy. If you don't use a role hierarchy, add the opportunity team members to the Opportunity Team related list.
- Filter logic is supported for the AND, NOT, and OR operators.
Pipeline Views and Custom Filters
- The default pipeline views are My Pipeline and My Important Opportunities. You can’t share, clone, or delete default pipeline views.
- To create or edit public pipeline views, users must have the Manage Public List Views permission. Other users can only create private views.
- Pipeline views are created with fields that users have permission to view. When users gain access to fields they didn't previously have access to, they can manually add the fields to their private views. Users with the Manage Public List Views permission can add the fields to public views.
- Pipeline views and saved filters aren’t shared between Pipeline Inspection and Opportunity list views.
- To create and edit all types of list views, users must have the Create and Customize List Views permission.
- When a user is saved in the Owner filter, you can't update the sharing settings for a pipeline view.
Opportunity Changes
- The Amount field highlights changes only when the currency is the same for the before and changed-to values.
- The value in the Recent Activity field is the difference, in days, between the current day and a past activity. The value in this field can also represent the number of days between the current day and an upcoming activity.
- New tasks created on opportunities don’t appear in the Recent Activity field in Pipeline Inspection until they’re completed. New calls and events show at the time they’re created, regardless of their status.
- The Stage and Forecast Category changes shown in red and green text with arrows indicate stages or categories that are advancing or reverting. The progression of stages follows the order set by your Salesforce admin when they selected the picklist values for opportunity stages and mapped them to forecast categories.
Opportunities Marked as Important
- Users can mark up to 200 opportunities as important.
- Important opportunities are visible only to the user who marked them and can’t be shared with other users.
- You can see and mark opportunities as important in Pipeline Inspection only.
Inline Editing
- Not all fields in the list view can be inline edited. Editable fields have a pencil
when you hover over the field. Non-editable cells have a lock
. - When you’re making inline edits, required fields can’t be left blank and read-only fields can’t be edited. However, field-level security (FLS) settings take precedence over how a field is configured on the page layout. For example, if a field is set to Read-Only for a specific profile, but Editable on the page layout, users with that profile can’t inline edit the field in the list view.
- You can edit the following field types inline in Pipeline Inspection: Checkbox, Currency, Date, Email, External Lookup, Lookup, Number, Percent, Picklist, Multi-Select Picklist, Phone, Text, and URL.
- These opportunity fields are also editable inline: Amount (on opportunities without products), Close Date, Quantity, and Stage. Stage is editable inline only when no other validations or dependent fields have been added.
- You can’t edit the Forecast Category and Probability fields, because these fields are updated when the Stage field is edited.
- Although you can edit dependent picklist fields in Opportunity list views, they aren’t editable inline in Pipeline Inspection.
- You can edit opportunities of multiple record types inline in the same list view.
Activity Timeline in Side Panel
- The filter selections must be set each time you view an opportunity.
- In the Upcoming Activity section, only one open activity is shown, and its due date must be within 6 months from the current date. Open tasks that don’t have a due date aren’t included. Open tasks that are overdue are included.
- The heatmap that shows in the Activity column doesn't track or count manually created or manually logged tasks such as To Do List items. Users can still view these tasks in the activity timeline and the Activity tab of the side panel.
Deal Insights in Side Panel
- To view deal insights in the side panel, you must have at least one of these features enabled in your org: Einstein Conversation Insights, Einstein Deal Insights (in Pipeline Inspection), Einstein Email Insights, or Einstein Opportunity Scoring.
- When a required feature is enabled and a user has access, a side panel icon
appears next to the opportunity name in the list. Clicking the icon opens a side panel
that shows the opportunity metrics and insights on the Insights tab. - If a user doesn’t have access to the required features, the icon that opens the panel to view the deal insights is hidden.
- Einstein Activity Capture, Einstein Conversation Insights, Einstein Deal Insights, Einstein Email Insights, Einstein Opportunity Scoring, and service cases supply the insights shown on the Insights tab. Activity-related insights include manually entered activities, and activities logged in Einstein Activity Capture.
- You can add contacts to a cadence from some Deal Insights. The limit that you can add is 20 contacts at a time, rather than 200 for the other objects supported by cadences.
Top Contacts and Users Involved in Deals
- You can see up to three external contacts (people whose email address isn’t from your company), and two internal users (people whose email address is from your company). An admin must configure this feature.
- Contacts or users related to an opportunity who have no activity in the past seven or 30 days don’t show in the side panel.
Pipeline Inspection Metrics
- The pipeline changes metrics include a Change field in the opportunity list that shows only when you filter by Increased or Decreased.
- The Push Count field tracks the number of times a close date is pushed out past a calendar month only. It doesn’t track close dates pushed out within the same calendar month.
- The total number of pushes doesn’t decrease when an opportunity’s close date is pulled in by a calendar month.
- The Push Count field isn’t shown in the list of opportunities in Pipeline Inspection by default. To show this field, click the gear icon and select the Select Fields to Display option.
- The available fields for summarizing pipeline metrics are Amount, Quantity, Expected Revenue, and custom currency and number fields. Formula fields can’t be used as summary fields. When you use Quantity or Expected Revenue as summary fields, some data doesn’t show in the pipeline metrics group and charts.
Charts
- If the summary values are negative or zero, the charts don't show data.
- If a search returns 2,000 or more opportunity records, the charts don't show data.
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