Create Close Plan Salesforce Agentforce Agent Action helps in generating a sales plan to help the sales representatives to close an opportunity by its target or due or close date.

The Create Close Plan action requires the activation:

1. Einstein Activity Capture (EAC)
2. Activity 360

Note:

Starting in Summer ’25 Salesforce Release, the Close Plan Agent action isn’t available unless previously set up and used. If you are already using this action, you can continue to do so until Summer ’26 Salesforce Release. Close Plan relies on data from Einstein Activity Capture reporting tools that are scheduled to retire.

Salesforce Articles:

1. https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_close_plan.htm&type=5
2. https://www.salesforce.com/artificial-intelligence/use-cases/create-close-plan/