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Sales Basics
Sales Workspace

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Sales Workspace

Focus on what matters most with a guided, AI-driven workspace that surfaces key insights and recommends the next best actions. Sales Workspace replaces the traditional Seller Home and provides a unified view of important metrics and prioritized, AI-driven tasks. With this intelligence, sales teams can spend less time figuring out what to do and more time building relationships and closing deals.

Required Editions

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

Sales Workspace helps you:

  • Track your performance with real-time insights.
  • Keep your sales team aligned with shared visibility into progress.
  • Focus on the right actions with smart recommendations.
  • Move deals forward faster with timely guidance.
  • Know what your agents are doing.
  • Considerations for Setting Up Sales Workspace
    Keep these considerations in mind before setting up Sales Workspace.
  • Learn About Sales Workspace Permissions
    Understand the permissions you need to set up Sales Workspace and the permissions your sales users need to access it.
  • Set Up Sales Workspace
    Set up Sales Workspace for your sales users from Salesforce Go.
  • Guide Your Day with Sales Workspace
    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.
 
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