Identify the best opportunities for your B2B customers by using rule-based recommenders for account records. Profile data graphs in rule-based recommenders use account profiles, instead of individual or unified individual profiles, to find the best suited recommendations. This enhancement enables sales teams and portals to serve recommendations based on account-specific insights, such as industry type, past purchases, or support cases. For example, if an account in the healthcare sector frequently purchases specific medical supplies, your rule-based recommenders can suggest related sterilization products.
Where: This change applies to Lightning Experience in Professional, Enterprise, Unlimited, and Developer editions with the Salesforce Personalization add-on.