Help your sales reps work more efficiently by surfacing signals specific to your operating model. Write custom recommendations using a Flow or Apex job so that sellers get guidance that matches the way your teams sell.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
Sales Workspace comes with a set of standard signals, but your sales process can call for guidance that those signals don’t cover. Add your own custom signals to bring recommendations from an employee agent that your team already built, or from business logic that reflects how your reps work, into the same prioritized signals feed.
Custom signals are extra rows in the Sales Workspace feed. You decide which records appear and which action sellers take. If you are new to this process, you can leverage the default flow templates, Create Custom Recommendations and Create Custom Recommendations with Action, to orient yourself on how a custom insight is created.
To generate these signals, you clone default flow templates and configure them with your unique signal definitions. You then associate standard or custom actions with these recommendations so your users can act on the data immediately.
The action for a custom signal determines which flow to clone. For a standard action, such as updating a field, clone the Create Custom Recommendations flow. For a custom action, such as an agent quick action, clone the Create Custom Recommendations with Action flow.
- From Setup, in the Quick Find box, enter Workspace Signals, and then select Workspace Signals.
- Click Create Signal Types and follow the onscreen setup flow to define and save the signal.
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To complete the setup flow, click Done.
The new signal appears in the Custom Workspace Signals section.
- Set Up Custom Recommendations with Standard Actions
To add a custom signal that uses a standard action to the feed, clone the Create Custom Recommendations flow. - Set Up Custom Recommendations with Custom Actions
To add a custom signal that uses a custom action to the feed, clone the Create Custom Recommendations with Action flow. - Automate Cleanup for Custom Recommendations
To automatically remove expired or declined recommendations from the feed, activate a Clean Custom Recommendation flow.