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sales-agentforce-pipeline-management-configure

forcedotcom/sf-skills

Use to configure, set up, or repair the Sales Management agent and Agentforce Pipeline Management in a Salesforce org. Automates metadata creation for flows, prompt templates, permission sets, and data source configuration. TRIGGER when: user wants to enable Pipeline Management, configure Sales pipeline features, set up the Sales Management agent for opportunity field updates (including autonomous updates), connect enabled data sources like Einstein Conversation Insights or Einstein Activity Capture, customize opportunity stage descriptions, configure post-meeting suggestions, verify or audit configuration status, fix partially configured orgs, or troubleshoot Pipeline Management metadata issues. DO NOT TRIGGER when: user wants to build a custom agent (use agentforce-generate), configure general Agentforce tracing (use platform-tracing-agentforce-configure), work with non-Sales agents, or enable Einstein Conversation Insights or Einstein Activity Capture from scratch (provisioning is out of scope).

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安装命令

npx skills add https://github.com/forcedotcom/sf-skills --skill sales-agentforce-pipeline-management-configure

SKILL.md

Agentforce Pipeline Management Configuration

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)

  1. 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.
  2. 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

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