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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.
| Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on. |
Before you begin, ensure you have already created a Flow or Apex job that generates feed items. If you are new to this process, you can leverage the default flows, Create Custom Recommendations and Create Custom Recommendations With Action, to orient yourself on how a custom insight is created.
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 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.
The new signal appears in the Custom Workspace Signals section.
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