Sales Pipeline Management with Agents — AI 驱动的销售管道智能管理（练习操作步骤）

本文是《Sales Pipeline Management with Agents — AI 驱动的销售管道智能管理》的练习操作步骤。阅读原文请见：Sales Pipeline Management with Agents — AI 驱动的销售管道智能管理。

1. Sign Up for a Developer Edition Org

1. Sign up for a free [Developer Edition org for Pipeline Management Agent](https://trailhead.salesforce.com/promo/orgs/pipelinemanagement).
2. Fill out the form, click Sign me up, open the activation email, and click Verify Account.
3. Connect the org to Trailhead: Connect Org, sign in, Allow, then Yes! Save it.

2. Enable Pipeline Management Supporting Features

1. Click the gear icon and select Setup.
2. In Setup Quick Find, search for and select Salesforce Go.
3. In Search features, search for and select Agentforce Studio.
4. Click Get Started, Turn On, then Confirm.
5. Click Salesforce Go to return, then search for and select Agentforce for Sales.

3. Enable Pipeline Management Flows

1. In Salesforce Go, scroll down and click the right arrow next to Pipeline Management.
2. Turn the Pipeline Management toggle On, then click Confirm.
3. Scroll to Customize Pipeline Management Flows and click Process Field Update Suggestions Flow (leave the tab open).

4. Add Notes to the Opportunity Record Page

1. In Setup, click Object Manager, search for Opportunity, and select it.
2. Click Page Layouts, then Opportunity Layout, then Related Lists.
3. Drag Notes to the related lists section.
4. Click Save, then Yes in the popup.

5. Update Your Timezone

1. In Setup, search for and select Company Information, click Edit, set your name/email/phone (1234567890), and update the Default Time Zone, then Save.
2. In Setup, search for and select Users, click Edit next to your name, update the Default Time Zone, then Save.

6. Test Your Agent

1. Open the App Launcher and select Sales.
2. In global search, select the Grand Hotels Guest Portable Generators opportunity.
3. Click the down arrow and Edit, update the close date to the end of the current month, then Save.
4. In the Related section, click the arrow next to Notes and select New.
5. For Title, enter Zoom video call, paste the provided text, then Done.
6. Go to the Process Field Update Suggestion flow tab, click Edit next to Flow Starts.
7. Set the Start Date to today and the start time to 2 minutes in the future.
8. Click Save As New Flow, Label Testing Zoom Call, then Save and Activate.
9. Return to Opportunities, open the Inspection subtab, hover over the note in Agent Activity, and click Review.
10. Click Update in the Next Step section.

7. Test Autonomous Updating

1. Click the gear icon and select Setup.
2. Search for and select Salesforce Go, then Agentforce for Sales, and expand Pipeline Management.
3. Set the Update Fields Autonomously toggle to Active.
4. In Sales, select GenePoint Lab Generators, Edit, change close date to end of month, Save.
5. Add a note: Title Onsite Meeting, paste text, Done.
6. In Sales, select Edge Emergency Generator, update close date, Save.
7. Add a note: Title Subject Request for Proposal & Pricing-Urgent Next Steps, paste text, Done.
8. In the flow tab, click Edit next to Flow Starts, set Start Date to today and time 2 minutes in the future, Save as New Version, Save, then Activate.
9. Open Opportunities → Inspection subtab, hover over Stage Updated / Next Step Updated, and click Review.