You are here:
Turn On Pipeline Inspection
To get your sales teams started managing their pipelines, enable and configure Pipeline Inspection.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Sales |
| Available with Revenue Intelligence, which is available for an additional cost in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To turn on Pipeline Inspection: | Customize Application OR Modify All Data |
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.
- From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline Inspection Setup.
- Turn on Pipeline Inspection.
- Verify that historical trending is enabled and configured for opportunities. The fields required for Pipeline Inspection features are trended by default, including the Next Step field.
- Add the Pipeline Inspection button to the Opportunity tab.
Note When you turn on Pipeline Inspection, historical trending is enabled for opportunities if
it’s not already enabled. If you use a custom field to summarize your metrics, the field must
also be set up in historical trending.
Did this article solve your issue?
Let us know so we can improve!
