sales-agentforce-pipeline-management-configure
Set up Salesforce opportunity-field suggestions.
What it does
Configures or repairs a Salesforce sales agent that generates opportunity-field suggestions and can optionally apply them automatically.
When to use it
Use when enabling Pipeline Management, completing a partially configured org, customizing opportunity-field suggestions, or auditing and troubleshooting its configuration.
How to use it
Give it a Salesforce org alias; it checks eligibility, asks which fields and behaviors to configure, and works through prompt approval before activating the setup.
What you provide
- the Salesforce org alias
Uses
Good to know
- cannot be undone: Salesforce
- may misreport its own work
- sends a credential to a server: ACCESS_TOKEN
What you need · 6
Requires an Enterprise, Performance, Unlimited, or Developer Edition org with Agentforce for Sales, or Agentforce 1 Sales Edition. The executing user needs View Setup, either Modify All Data or Customize Application, Manage AI Agents, either Manage Agentforce Employee Agents or Customize Application, and Assign Permission Sets.
Requires Salesforce CLI version 2.139.6 or newer.
Access · 2
This skill
Salesforce
Configures your Salesforce org (irreversible)
Process_Field_Update_Suggestions
Starts daily opportunity suggestions