Set Up Pipeline Inspection
Get your sales teams started managing their pipelines with a single view of pipeline metrics, opportunities, and week-to-week deal changes. Show insights from call recordings, emails, opportunity scores, and cases in the same view.
Required Editions
| View supported editions. |
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
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.
- Considerations for Setting Up Pipeline Inspection
Review important considerations before setting up and configuring Pipeline Inspection. - Turn On Pipeline Inspection
To get your sales teams started managing their pipelines, turn on and configure Pipeline Inspection. - Give Users Access to Pipeline Inspection
Give your sales team access to Pipeline Inspection by assigning the Pipeline Inspection User permission set. Users with the Standard User or System Administrator profile get access automatically. - Show Opportunity Scores in Pipeline Inspection
Set up Einstein Opportunity Scoring so your sales teams see opportunity scores in Pipeline Inspection. Scores appear in tiers rather than as numbers, and tier changes are highlighted. - Configure Deal Insights in Pipeline Inspection
Einstein Deal Insights gives sales reps predictions and recommendations from opportunities, calls, emails, and cases, right in the Pipeline Inspection view. Choose which insights to show in Pipeline Inspection to help sales reps move deals forward. - Set the Default List View for Pipeline Inspection Users
Choose which list view your users see the first time they open Pipeline Inspection. Turn on the setting to open My Pipeline, or turn it off to open the first public list view alphabetically. - Select Summary Fields for Pipeline Inspection Metrics
Give sales teams a choice of fields to summarize pipeline metrics. - Manage Pipeline Inspection Metrics
Show metrics groups so your sales teams can view their pipelines with forecast categories or metrics that indicate changes over time. - Select a Forecast Rollups Method in Pipeline Inspection
Choose the rollup method that’s best for your sales teams. Cumulative forecast rollups are selected by default, but you can change this setting as needed. - Set Up a Sales Methodology
Standardize how your sales reps qualify and manage deals by using a structured sales methodology. Define your methodology so your teams can assess deal health, follow a consistent process, and improve win rates. - Turn On the Flow Chart in Pipeline Inspection
Give Revenue Intelligence users access to a dynamic chart in Pipeline Inspection that shows the changes to opportunities in forecast categories over time, based on the time filters they set. - Enable More Features for Pipeline Inspection
Make the most out of Pipeline Inspection by setting up optional features that give your users more helpful data and insights.
See Also
Did this article solve your issue?
Let us know so we can improve!
