Salesforce Agentforce Sales: Keep opportunity stage and next steps updated automatically
Agentforce can update fields like stage and next steps, either in suggestive mode (you review and approve) or automatically, to help keep pipeline data current.
How to do it
- Turn on pipeline management
- Choose suggestive or automatic mode
- Review updates before forecast calls
Source
Source: Salesforce · https://www.salesforce.com/sales/ai/ · Checked Oct 24, 2026
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