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AI Solutions for Sales Pipeline Visibility and Forecasting
Bring AI into your workflows to help sales teams prioritize the right deals and give managers the confidence to make accurate forecast commits. Agentforce agents act on opportunities by reviewing activity data and suggesting field updates. Predictive AI features generate deal scores and insights from your historical patterns.
Note Each AI solution has its own licensing and setup requirements.
| Feature | What It Does | How to Set Up |
|---|---|---|
| Agentforce Pipeline Management | Reviews recent notes, calls, and emails to suggest field updates and meeting follow-ups for your opportunities. Suggestions appear in Pipeline Inspection's Agent Activity column with optional Slack notifications. | Set Up Agentforce Pipeline Management |
| Agentforce Account Management | Researches accounts using internal data and external web data to create account briefs, summarize recent interactions, and suggest account plan strategies. Available in the Agentforce panel in Salesforce and Slack. | Set Up Agentforce Account Management |
| Einstein Deal Insights | Rates deal health by using opportunity scoring, email signals, call recordings, service case data, and buyer attributes. Shown on the Insights tab in the Pipeline Inspection side panel. | Set Up Einstein Deal Insights |
| Einstein Opportunity Scoring | Scores each opportunity based on activity patterns, engagement data, and historical close rates. Scores appear in Pipeline Inspection and feed Einstein Deal Insights. | Turn On Einstein Opportunity Scoring |
| Einstein Forecasting | Predicts revenue outcomes and flags risks in your forecast based on historical deal patterns, so managers can make more confident commit decisions. | Set Up Einstein Forecasting |
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