sales-agentforce-pipeline-management-configure

sales-agentforce-pipeline-management-configure is a skill for Claude Code, Codex from forcedotcom/sf-skills. It costs 186 tokens per session (6,598 once invoked), scanned A, original, Apache-2.0.

A configuration guide for Salesforce Agentforce Pipeline Management and its Sales Management agent, a Salesforce feature that helps manage sales opportunities.

In plain words
What is it for?
Use it to configure flows, prompt templates, permission sets, data sources, opportunity stage descriptions, and automated field-update recommendations.
Why use it?
It helps complete the many org settings and supporting permissions needed to enable or repair this feature.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to configure flows, prompt templates, permission sets, data sources, opportunity stage descriptions, and automated field-update recommendations.

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Install with agentmods
npx agentmods add skills/forcedotcom/sf-skills/sales-agentforce-pipeline-management-configure
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add forcedotcom/sf-skills --skill sales-agentforce-pipeline-management-configure
Clone the repo
git clone --depth 1 https://github.com/forcedotcom/sf-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for sales-agentforce-pipeline-management-configure

README.md
[![agentmods](https://agentmods.dev/badge/skills/forcedotcom/sf-skills/sales-agentforce-pipeline-management-configure/github.svg)](https://agentmods.dev/skills/forcedotcom/sf-skills/sales-agentforce-pipeline-management-configure)
Your own site
<a href="https://agentmods.dev/skills/forcedotcom/sf-skills/sales-agentforce-pipeline-management-configure"><img src="https://agentmods.dev/badge/skills/forcedotcom/sf-skills/sales-agentforce-pipeline-management-configure/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for sales-agentforce-pipeline-management-configure

Your own site · 80×15
<a href="https://agentmods.dev/skills/forcedotcom/sf-skills/sales-agentforce-pipeline-management-configure"><img src="https://agentmods.dev/badge/skills/forcedotcom/sf-skills/sales-agentforce-pipeline-management-configure.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 186 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 6,598 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 1 finding. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 19 Aug 2026
  • Snyk pass 19 Aug 2026
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Excessive Agency · line 187
    Skill enables autonomous high-impact decisions without human-in-the-loop verification. Critical operations (destructive commands, financial transactions, data deletion) should require explicit user confirmation.
    Fix: Add human-in-the-loop confirmation for destructive, irreversible, or high-impact operations. Never auto-execute commands that modify files, send data, or alter system state.
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00186 $0.06598
Opus 5 $0.00093 $0.03299
Sonnet 5 $0.00037 $0.01320
Haiku 4.5 $0.00019 $0.00660

Measured 8d ago against content hash a15d678b1427, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

sales-agentforce-pipeline-management-configure scanned grade A with 1 finding against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

The scan reads SKILL.md. This mod also ships 19 executable files (scripts/add-field-suggestion.sh, scripts/create-agent.sh, scripts/create-flow.sh, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Makes network callslowCapability

Not a fault in itself. Listed so you know the mod talks to something, and to what.

- tool: ["curl"]
skills/sales-agentforce-pipeline-management-configure/SKILL.md · 272 lines

How it starts

The opening of the file, as written. The whole thing — 272 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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.

Read the full file on GitHub · 272 lines

Files

What ships with it

46 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 272 lines · 186 tokens per session scan A a15d678b1427

Subscribe to this mod's changes

sales-agentforce-pipeline-management-configure is a skill published in the GitHub repository forcedotcom/sf-skills (987 stars, last pushed yesterday), licensed Apache-2.0. It adds 186 tokens to every session and 6,598 once invoked, about $0.0009 per session on Opus 5. A static security scan graded it A with 1 finding (makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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