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Set Up and Maintain Your Salesforce Organization
Set Up Advisements (Beta)

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Set Up Advisements (Beta)

As a Salesforce admin, turn on Advisements (beta) from Setup to start generating org-specific health recommendations. If you use a cloned or custom Salesforce admin profile, also make Advisements (beta) visible in the App Launcher.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with a Signature Success plan
Note
Note Advisements is a pilot or beta service subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

Turn on Advisements (beta), then access your org's open recommendations from the App Launcher or Setup.

  1. From Setup, in the Quick Find box, enter Advisements, and then select Advisements Settings.
  2. Turn on Advisements (Beta).
  3. Click Save.
    A confirmation message appears: “Advisements (Beta) is now enabled for your org.”
  4. If you use a cloned or custom admin profile, make Advisements (beta) visible in the App Launcher.
    1. From Setup, in the Quick Find box, enter Profiles, select Profiles, and then select Edit next to the cloned or custom admin profile.
    2. In the Tab Settings section, find Advisements (Beta). For Advisements (Beta), select Default On.
    3. Click Save.

From the App Launcher, find and select Advisements (Beta) to review your org's open recommendations, or access Advisements (Beta) from Setup.

To access Advisements (beta) from the Setup agent experience, turn on Agentforce and Data Cloud for your org.

Not all advisements apply to every org—you see only the advisements that trigger based on your org's telemetry and configuration. Advisements (beta) sends notifications about open advisements to your in-app notification tray and Slack.

 
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