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Set Up Agentforce Pipeline Management
Set up Agentforce Pipeline Management to save your sales team time and effort. Pipeline Management provides your sales reps timely, data-informed suggestions to keep moving deals forward.
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. |
| User Permissions Needed | |
|---|---|
| To set up Agentforce Pipeline Management: | View Setup AND Modify All Data OR Customize Application |
| To configure a Sales agent: | Manage AI Agents AND Manage Agentforce Employee Agents OR Customize Application |
| To manage permission set assignments: | Assign Permission Sets |
Turn On Agentforce Pipeline Management
After you turn on Pipeline Management, you can get update suggestions for the Next Step and Stage fields based on your configured data sources.
- From the gear icon, select Salesforce Go.
- On the Salesforce Go Home page, search for and select Agentforce for Sales.
- Turn on Agentforce.
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Turn on Pipeline Management.
When you turn on Pipeline Management, you're assigned the Sales Management User permission set group. The Sales agent is also created and assigned the Sales Management Agent User permission set group.
To get updates and recommendations for other opportunity fields, complete the steps to add features to Agentforce Pipeline Management.
Add Features to Agentforce Pipeline Management
Add features, customizations, and capabilities to enhance your Pipeline Management experience.
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Customize the provided Pipeline Management flows.
For example, to integrate other data sources, modify the Get Opportunity Grounding Data for Pipeline flow.
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Set up automated field updates.
Select the text fields that you want the agent to monitor and update. Choose whether the agent autonomously updates a field or provides suggestions for users to approve. Write formatting and data instructions for the agent to extract specific insights when updating fields.
- After turning on the prerequisite features in Pipeline Management, go to Automate Field Updates and click Manage.
- Select the fields that you want the agent to update, and enter the output instructions.
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Set up Einstein Conversation Insights.
Einstein Conversation Insights enables the agent to use voice and video calls as data sources for suggestions. Access to this data improves the relevance and quality of the agent's responses. Einstein Conversation Insights is required for post-meeting suggestions.
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Set up Einstein Activity Capture.
Einstein Activity Capture enables the agent to use captured emails as a data source for suggestions. Access to this data improves the relevance and quality of the agent's responses.
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Set up Inbox.
Inbox enables the agent to draft follow-up emails and meeting requests for sales reps to review and send.See Set Up Inbox.
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Configure the Slack connection.
To see Pipeline Management suggestions in Slack, complete the agent's setup in Slack.
Grant Users Access to Agentforce Pipeline Management
Give your sales reps the permissions they need to use Agentforce Pipeline Management and the Sales agent.
- In Salesforce Go, on the Agentforce Sales page, locate the Pipeline Management section.
- Go to the Manage User Access step, and then click Manage.
- Assign the Sales Management User permission set group to the users who need access to Agentforce Pipeline Management.
- Review and test the agent's configuration.
Here are a few suggestions for what to do next.
- To improve the agent's responsiveness, configure a data library.
- To track Pipeline Management metrics, define a custom report type based on the AiGenActionItemInfo object.
