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            Agentforce Pipeline Management Overview

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            Agentforce Pipeline Management Overview

            Learn how Agentforce Pipeline Management can help sales teams free up bandwidth for bigger tasks by providing actionable, timely suggestions for managing opportunities.

            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.

            With Agentforce Pipeline Management, the Sales Management agent reviews recent notes, calls, or emails to provide suggested actions to take on opportunities.

            You can view the agent’s pipeline management suggestions in Pipeline Inspection. Quickly take action from the status in the Agent Activity column (1) or review the suggestions in more detail in the side panel (2).

            Pipeline Management suggestions in Pipeline Inspection

            Accept, decline, or edit a suggestion from the side panel. You can also view the rationale and sources used, so you can be confident that it’s grounded in relevant data about the opportunity.

            A suggestion to update the Stage field in the side panel

            When the Sales Management agent is added to Slack, you can receive Pipeline Management notifications about your opportunities directly in your flow of work. By default, the agent sends up to 15 Pipeline Management notifications in Slack per day.

            A suggestion from the Sales Management agent to update the Next Step field of an opportunity, in Slack
             
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