Personalize the Sales Workspace home page with custom recommendations, improved agent quick actions, escalated case risk signals, and reporting on how sellers act on prioritized suggestions. Set up sales account plans directly from Salesforce Go with a guided configuration experience.
- Show Custom Signals
Create signals using your business logic or AI reasonings and show them in Sales Workspace’s suggestions feed. Write recommendation records with Flow or Apex, associate an action, and activate the signal definition so sellers see guidance that fits how your teams sell. - Open Agentforce Assist from Sales Workspace Recommendations
Give sellers contextual help for related records without leaving Sales Workspace. You can configure a platform action to open Agentforce Assist directly from a prioritized signal. - Spot Escalated Cases That Put Deals and Accounts at Risk
Keep deals on track by giving sellers prioritized signals when an escalated open case is tied to an important opportunity or bookmarked account. Sellers can review the case directly from the feed or post in Slack without leaving Sales Workspace. - Report On Actions Taken and Dismissed in Sales Workspace
Improve recommendation quality by measuring how sellers respond to prioritized signals. You can easily see which signal types get action and which get dismissed over a 90-day retention period. - Get a Complete Sales Account Plans Setup Experience in Salesforce Go
Setting up Account Plans in Salesforce Go now includes a full, guided configuration experience instead of linking out to the legacy Setup page. Turn on Account Plans and access every required and advanced setup step from a single location. You can also give users the required object and field access through one permission set instead of configuring access object by object.