You are here:
Set Up Agentforce Pipeline Management
Set up Agentforce Pipeline Management to save your sales team time and effort. Configure the required features and assign permissions. Optimize the experience by customizing flows and configuring more data sources and features.
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 Management 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
Turn on the features required to use Agentforce Pipeline Management.
Before you begin, set up Einstein Generative AI and enable Agentforce.
- From the gear icon, select Salesforce Go.
- On the Salesforce Go Home page, search for and select Agentforce for Sales.
- Turn on Agentforce.
-
Turn on Pipeline Management.
When you turn on Pipeline Management, you’re assigned the Sales Management User permission set group. The Sales Management agent is also created and assigned the Sales Management Agent User permission set group.
Now that Pipeline Management is on, you can get field update suggestions based on notes. Complete the additional configuration steps for richer agent recommendations.
Add Features to Agentforce Pipeline Management
Certain agent capabilities, such as providing post-meeting suggestions and drafting follow-up emails and meeting requests, require you to turn on more features or configure settings. To get the most out of Agentforce Pipeline Management, complete these steps.
-
Customize the provided Pipeline Management flows.
For example, integrate custom data sources by modifying the Get Opportunity Grounding Data flow.
-
Customize the provided Pipeline Management prompt templates.
For example, get field update suggestions for more opportunity fields by modifying the Recommend Next Step for Opportunity prompt template.
-
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.
-
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.
-
Set up Inbox.
Inbox enables the agent to draft follow-up emails and meeting requests for sellers to review and send.See Set Up Inbox.
-
Define opportunity stages.
The agent uses your opportunity stage descriptions to suggest updates to the Stage field. If you use standard opportunity stages, review the descriptions to confirm that they align with your team’s sales processes and definitions. If you use custom opportunity stages, add detailed descriptions to help the agent suggest the correct stage for an opportunity.
-
To allow the agent to make updates to opportunity fields on a user’s behalf, turn on
autonomous opportunity field updates.
Turn off this setting if you want the agent to provide only opportunity field update suggestions for the user to review.
-
Configure the Slack connection.
If your organization uses Slack, we created the Agentforce connection for you. To see Pipeline Management suggestions in Slack, complete the setup by adding the agent and managing your configuration.
Grant Users Access to Agentforce Pipeline Management
To give users access to Agentforce Pipeline Management, assign them the Sales Management User permission set group. Additionally, give them permission to access and use the Sales Management agent through a custom permission set.
- In Salesforce Go, on the Agentforce Sales page, locate the Pipeline Management section.
- Go to the Manage User Access step and click Manage.
- Assign the Sales Management User permission set group to the users who need access to Agentforce Pipeline Management.
- Create a custom permission set to grant users access to the Sales Management agent.
- After assigning the permission set to users, add it to the list of permission sets with access to the agent.
What’s Next
Now that you’ve set up Pipeline Management, your sales reps can get timely, data-informed suggestions to keep moving deals forward. Here are a few suggestions for what to do next.
- Review and test your agent’s configuration. Update the agent’s company description in Agentforce Builder to be more specific to your organization.
- Configure a data library to improve the agent’s responsiveness.
