Use Sales Workspace to monitor key performance metrics, get AI-driven recommendations
for your next steps, and act on them directly from your home page. This single, consolidated
view helps you prioritize the right activities to hit your quota, build pipeline, close deals
faster, and grow customer relationships more effectively.
Required Editions
| Available in: Lightning Experience in Enterprise, Unlimited, and
Agentforce 1 Sales editions with the Sales Foundation add-on.
|
- Get Ready to Use Sales Workspace
Connecting your email and calendar allows Sales Workspace to sync your activities, helping to automate CRM updates and provide a complete view of your customer interactions.
- Track Your Agents’ Activities
Stay informed about the automated actions taken on your behalf to help you achieve your sales goals.
- Understand Key Metrics in Sales Workspace
Use key metrics in Sales Workspace to see how you’re progressing toward your goals and where to focus next. Each metric gives you quick insight into quota progress, leads converted, and account engagement. Recommended actions help you turn these insights into results directly from your workspace.
- Manage Your Prioritized Signals
To help you focus on the work that matters most, Sales Workspace shows sellers a prioritized feed of signals. Each entry in the feed shows a signal, contextual details such as the related record, and the suggested action to take.
