Configure Agentforce Pipeline Management end-to-end in a Salesforce org. This skill handles both greenfield orgs (zero configuration) and partially configured orgs that need repair or completion.
Scope
In scope
Enabling Pipeline Management, configuring the Sales Management agent, activating/customizing flows (Process Field Update Suggestions, Get Opportunity Grounding Data, Get AI Recommendations from Call Transcripts), prompt template configuration, permission set assignment, data source setup, opportunity stage descriptions, autonomous field update configuration, and partial-org repair.
Out of scope
Building custom agents from scratch (use
agentforce-generate
). Einstein Conversation Insights or Einstein Activity Capture initial provisioning (those are separate products). Slack app installation. Custom Apex triggers on Opportunity Team Member.
Prerequisites
You must verify (scripts cannot check or change these)
Edition
Enterprise, Performance, Unlimited, or Developer Edition with Agentforce for Sales add-on (or Agentforce 1 Sales Edition). Setup
probes
this up front (Step 0) — it fails fast with a license/edition message on an org that can't run Pipeline Management, before asking anything — but edition/license provisioning itself is still admin-owned.
User permissions
The executing user needs
View Setup
AND (
Modify All Data
OR
Customize Application
),
Manage AI Agents
AND (
Manage Agentforce Employee Agents
OR
Customize Application
), and
Assign Permission Sets
.
Enabled automatically by
scripts/setup-all.sh
Show more
Installs
796
Repository
forcedotcom/sf-skills
GitHub Stars
803
First Seen
Jul 24, 2026
Security Audits
Gen Agent Trust Hub
Pass
Socket
Pass
Snyk
Pass