Loading
Prepare for Email to Become the Default Login ExperienceRead More
Sales Basics
Choose the Action for a Custom Signal

You are here:

  1. Salesforce Help
  2. Docs
  3. Sales Basics

Choose the Action for a Custom Signal

Direct your sales team’s next steps by defining the actions they take on custom signals. Every signal in the feed shows one action button, and for a custom signal, you decide which action that button runs.

Required Editions

Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.

When you configured custom signals to show on Sales Workspace, you control the single action button that appears on each feed. Decide what sellers do when they act on a custom signal, and set a default action so that every feed from a definition behaves the same way.

Where the Action Comes From

You can configure an action in two places. When actions exist in both places, the more specific action always wins.

  • Set a default action on the custom signal definition. This ensures that every feed generated by that definition uses the exact same action.
  • Write an action directly to a single feed record when it needs unique behavior. This specific action overrides the default definition.

What You Can Use as an Action

You can connect your custom signal to one of two action types:

  • Platform Action: This action runs against the specific record related to the feed.
  • Agent Quick Action: This action opens the Assist panel for a specified agent. It also automatically runs an utterance that you define.
 
Loading
Salesforce Help | Article