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.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.

How: From Reports, create a report with the Home Page Recommendations report type under Administrative Reports. You can also create a custom report type that uses Prioritized Recommendation and Prioritized Recommendation Item.