Individual skill
sales-agentforce-pipeline-management-configure
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).
skills/sales-agentforce-pipeline-management-configure/SKILL.md
Source commit a8a18ce1e4ba12e69b4073eab98ce31bfbd8271e
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- Yes
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- No
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- Observed behavior
- Not checked yet
- Last checked
- Nov 4, 2026
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Repository context
- Repository stars (not skill ratings)
- 1,151
- Repository last updated
- Nov 6, 2026
- License
- Apache-2.0
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SKILL.mdcore · 29,744 bytesSKILL.mdcore · 29,744 bytesSKILL.mdcore · 29,744 bytesSKILL.mdcore · 29,744 bytesSKILL.mdcore · 29,744 bytesSKILL.mdcore · 29,744 bytesassets/field-completion-template.genAiPromptTemplate-meta.xmlasset · 8,813 bytesassets/pipeline_management_flow.flow-meta.xmlasset · 23,489 bytesassets/sales_management_agent.agentasset · 216,765 bytesassets/sales_management_agent.bundle-meta.xmlasset · 163 bytesassets/sfdx-project.jsonasset · 254 bytesassets/stage-descriptions/bant.txtdoc · 2,761 bytesassets/stage-descriptions/meddic.txtdoc · 2,926 bytesassets/stage-descriptions/spiced.txtdoc · 2,978 bytesexamples/custom-prompt-instructions.mddoc · 10,215 bytesreferences/admin-communication.mddoc · 14,929 bytesreferences/agent-creation.mddoc · 23,068 bytesreferences/auth-and-cli.mddoc · 6,902 bytesreferences/automation-matrix.mddoc · 2,285 bytesreferences/autonomous-updates.mddoc · 8,569 bytesreferences/canonical-agent-path.mddoc · 7,079 bytesreferences/data-sources.mddoc · 6,783 bytesreferences/field-completion-prompt-template.mddoc · 6,572 bytesreferences/field-completion-prompts.mddoc · 10,695 bytesreferences/flags.mddoc · 3,238 bytesreferences/flow-clone-from-template.mddoc · 20,016 bytesreferences/metadata-inventory.mddoc · 17,554 bytesreferences/opportunity-stages.mddoc · 12,235 bytesreferences/repair-diagnostics.mddoc · 14,422 bytesreferences/setup-order.mddoc · 12,875 bytesreferences/soap-api-enablement.mddoc · 22,235 bytesscripts/CHANGES.mddoc · 5,696 bytesscripts/README.mddoc · 3,169 bytesscripts/add-field-suggestion.shruns · 36,342 bytesscripts/create-agent.shruns · 13,466 bytesscripts/create-flow.shruns · 8,730 bytesscripts/define-agent-access.shruns · 21,679 bytesscripts/deploy-settings.shruns · 1,960 bytesscripts/enable-deal-agent.shruns · 10,283 bytesscripts/enable-prerequisites.shruns · 23,435 bytesscripts/flow-debug-and-verify.shruns · 18,794 bytesscripts/retrieve-settings.shruns · 5,834 bytesscripts/setup-all.shruns · 150,088 bytesscripts/shared/agent-bundle-publish.shruns · 6,887 bytesscripts/shared/agent-detection.shruns · 9,896 bytesscripts/shared/flow-builder.shruns · 9,722 bytesscripts/shared/psg.shruns · 1,995 bytesscripts/shared/soap.shruns · 5,685 bytesscripts/shared/stage-descriptions.shruns · 23,898 bytesscripts/shared/test-opp.shruns · 9,865 bytesscripts/verify-all.shruns · 26,581 bytesscripts/verify-prompt-generation.shruns · 14,179 bytes
Read excerpt
# 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.
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## Prerequisites
### You must verify (scripts cannot check or change these)