Loading
Salesforce now sends email only from verified domains. Read More
AI Agents for Sales
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Agentforce Pipeline Management

          Agentforce Pipeline Management

          Free up valuable time for your sales team and boost seller productivity with the help of generative AI. When you turn on Agentforce Pipeline Management, the Sales Management agent analyzes data sources, such as recent notes, emails, and voice and video calls, to offer actionable suggestions for managing sellers’ opportunities. With recommendations to update opportunity fields, follow up on emails, and send meeting requests, sales reps can move deals forward with just a few clicks.

          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.
           
          Loading
          Salesforce Help | Article