/sales-agentforce-pipeline-management-configure

name: sales-agentforce-pipeline-management-configure
description: "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)."
metadata:
  version: "1.0"
  minApiVersion: "67.0"
  relatedSkills:
    - "agentforce-generate"
    - "platform-tracing-agentforce-configure"
  cliTools:
    - tool: ["curl"]
      semver: ">=7.0.0"
    - tool: ["jq"]
      semver: ">=1.6.0"
    - tool: ["python3"]
      semver: ">=3.10.0"
    - tool: ["sf"]
      semver: ">=2.139.6"

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`

The following settings are toggled by setup automatically — do not enable them manually before running the script.

• **Einstein Generative AI** (`EinsteinGptSettings.enableEinsteinGptPlatform`) — **required**; must be on before Agentforce Agent.
• **Agentforce Agent** (`EinsteinCopilotSettings.enableEinsteinGptCopilot`) — **required**; depends on Einstein Generative AI.
• **Agentforce Studio / Agent Platform** (`AgentPlatformSettings.enableAgentPlatform`) — **required**; depends on Agentforce Agent and gates the Deal Agent. Core rejects `SalesDealAgentSettings.enableDealAgent` when this is off, surfacing as an opaque Deal Agent activation failure.
• **Enhanced Notes** (`EnhancedNotesSettings.enableEnhancedNotes`) — **required**; Pipeline Management uses ContentNote as a primary data source.
• **Opportunity Team** (`OpportunitySettings.enableOpportunityTeam`) — **required**; the suggestion flow uses OpportunityTeamMember and will fail deployment without it.
• **Pipeline Inspection** (`OpportunitySettings.enablePipelineInspection`) — **required**; provides the UI where reps view and accept/dismiss suggestions. Suggestions still generate without it, but users have nowhere to see them.
• **Enhanced Email** (`EmailAdministrationSettings.enableEnhancedEmailEnabled`) — **optional but recommended**; only needed for email-body indexing when Einstein Activity Capture is in use.
• **Pipeline Management** (`SalesDealAgentSettings.enableDealAgent`) — **required**; the feature itself.

---

Clarifying Questions

> **Run the license preflight FIRST — before asking any of these questions.** As > your very first action (right after resolving the org alias), run > `bash scripts/setup-all.sh <org-alias> --check-license`. It runs only auth + the > capability gate, asks nothing, and changes nothing. **If it exits non-zero**, > relay the printed license/edition blocker to the user and **STOP** — do not ask > any clarifying question and make no changes. Only when it exits 0 (org is > capable — greenfield or already provisioned) proceed to the questions below.

Once the preflight passes, determine:

1. **Greenfield or repair?** Is this a new org that has never had Pipeline Management, or one with partial configuration? 2. **Data sources**: Which data sources should inform the agent?

• Notes (enabled by default)
• Emails (requires Einstein Activity Capture)
• Voice/Video calls (requires Einstein Conversation Insights)
• Enhanced Email (for email body indexing — requires `EmailAdministrationSettings.enableEnhancedEmailEnabled`)

3. **Autonomous updates**: Should the agent update opportunity fields autonomously, or only suggest updates for user review? 4. **Which fields should the agent manage? (ask this FIRST, up front — setup is field-selection-driven).** `setup-all.sh` builds the flow with **only the fields you select**, from the start — there is no deploy-both-then-strip