Considerations for Working in Sales Cloud Everywhere

When Salesforce finds an exact match for the company or person you’re viewing on a web page, you can give instructions about the current record. Agentforce understands that the instructions are for the matching record, so including that information in the instructions isn’t necessary.

Dependent fields and dependent lookups aren’t supported while editing in the Key Fields section. If they’ve been added to the compact layout, the dependent values don’t respect the restrictions provided by their main field and instead display all possible values.

The default fields in the Key Fields section are the fields on the compact page layout. When editing the key fields, you can add any fields from the full page layout.

State and country picklists aren’t supported in the Key Fields section. Instead, enter the exact string value for state and country when adding or updating data in these fields.

Address autocompletion isn’t supported in Sales Cloud Everywhere and doesn’t appear on record pages in edit mode.