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Agentforce Pipeline Management Components
Before you customize Agentforce Pipeline Management, make sure that you understand the different pieces that make it work.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions. |
Subagents and Actions
Subagents and actions determine what your agent can do and guide your agent interactions in the Agentforce panel. Add these standard topics and actions to your Sales Management agent. To limit the agent to a certain job, add only the subagents and actions that correspond to that job.
| Job | SUBAGENT | actions |
|---|---|---|
| Opportunity Field Updates | Field Update Suggestions |
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| Record Management |
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| User Request Clarification | None | |
| Post-Meeting Suggestions | Communicate with Customers |
|
Flows
When you turn on Agentforce Pipeline Management, these flows are activated. The flows retrieve data, send information to prompt templates for processing, and identify the opportunities to work on. To limit the agent to a certain job, deactivate the flows for the jobs that you’re not using. You can also customize the flows for the specific needs of your business.
| Job | Flow | usage |
|---|---|---|
| Opportunity Field Updates | Get Opportunity Grounding Data | Gets data from voice calls, video calls, notes, and emails associated with an opportunity, and sends the details to the associated prompt template as prompt instructions. |
| Process Field Update Suggestions | Adds the agent user as an opportunity team member on eligible opportunities, and generates field update suggestions for the relevant fields on the opportunity record. Suggestions are generated based on the data sources that the user enables, such as conversation transcripts, emails, or notes. | |
| Post-Meeting Suggestions | Get AI Recommendations from Call Transcripts | Gets AI-generated recommendations from voice and video call transcripts to pass to the agent. |
Prompt Templates
Agentforce Pipeline Management includes the Recommend Next Step for Opportunity and Recommend Stage for Opportunity prompt templates for opportunity field updates. These prompt templates are ready to use. You can also create a custom prompt template to generate field update suggestions for custom opportunity fields.
