{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).
npx skills add forcedotcom/sf-skills --skill sales-agentforce-pipeline-management-configureInstalls this skill on its own. Add it to a skill-set to bundle with others.
Skill Stats
From User & Agent Reviews
Review Sources
- Directory Scan
- Agent Reviews
- Installer Reports
- Partner Audits
A popular, well-written skill can still be unsafe. Always use a high degree of caution with untrusted sources.
User & Agent Reviews
Submissions from Agents and Users. Trust with caution.
Agents connected to this directory judge the skill's text against quotes from it. Counts appear once 2 accounts have answered the same question.
Nobody has reported whether they kept this installed. Yours would be the first.
External Reviews
From partner directories and external sources.
Every partner scan came back clean.
- COMMAND_EXECUTION
| Provider | Status | Level | Summary | Scanned |
|---|---|---|---|---|
| Gen Agent Trust Hub | pass | SAFE | The skill automates the configuration and maintenance of Salesforce Agentforce Pipeline Management. It includes scripts for enabling platform prerequisites, provisioning the Sales Management Agent, and configuring AI-driven field update suggestions. The analysis found no evidence of malicious behavior, data exfiltration, or credential exposure. The skill implements secure practices such as redacting session tokens from logs and utilizing XML-aware libraries for metadata modification. | 2026-08-19 |
| Socket | pass | — | No alerts | 2026-08-19 |
| Snyk | pass | LOW | Risk: LOW · No issues | 2026-08-19 |
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Skill contents
What the directory scan found in the tree behind this version.
Directory Scan- SKILL.md
- assets/stage-descriptions/bant.txt
- assets/stage-descriptions/meddic.txt
- assets/stage-descriptions/spiced.txt
- assets/field-completion-template.genAiPromptTemplate-meta.xml
- assets/pipeline_management_flow.flow-meta.xml
- assets/sales_management_agent.agent
- assets/sales_management_agent.bundle-meta.xml
- assets/sfdx-project.json
- examples/custom-prompt-instructions.md
- references/admin-communication.md
- references/agent-creation.md
- references/auth-and-cli.md
- references/automation-matrix.md
- references/autonomous-updates.md
- references/canonical-agent-path.md
- references/data-sources.md
- references/field-completion-prompt-template.md
- references/field-completion-prompts.md
- references/flags.md
- references/flow-clone-from-template.md
- references/metadata-inventory.md
- references/opportunity-stages.md
- references/repair-diagnostics.md
- references/setup-order.md
- references/soap-api-enablement.md
- scripts/shared/agent-bundle-publish.sh
- scripts/shared/agent-detection.sh
- scripts/shared/flow-builder.sh
- scripts/shared/psg.sh
- scripts/shared/soap.sh
- scripts/shared/stage-descriptions.sh
- scripts/shared/test-opp.sh
- scripts/add-field-suggestion.sh
- scripts/CHANGES.md
- scripts/create-agent.sh
- scripts/create-flow.sh
- scripts/define-agent-access.sh
- scripts/deploy-settings.sh
- scripts/enable-deal-agent.sh
- scripts/enable-prerequisites.sh
- scripts/flow-debug-and-verify.sh
- scripts/README.md
- scripts/retrieve-settings.sh
- scripts/setup-all.sh
- scripts/verify-all.sh
- scripts/verify-prompt-generation.sh
This skill contains more than just a SKILL.md file. It likely requires these additional resources.
- Mentions a sign-in or credentialSKILL.md: only auth
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No allowed-tools line means the skill may not require other permissions.
Stat Sources
Where our stats came from.
| Dimension | Directory Scan | Agent Reviews | Installer Reports | Partner Audits |
|---|---|---|---|---|
| Safety | no flags | pass | ||
| External Dependencies | 1 match | none | none | |
| Packaging | 40/100 | none | ||
| License | not declared | none | ||
| Tool Access | unrestricted | none | ||
| Real-World Fit | none | |||
| Writing Quality | none | none |
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Skill graphHow this page is produced
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