Use proactive actions to manage tasks during a record lifecycle. When a record is
created, proactive actions run in the background to validate attributes, and associate similar
records automatically. Proactive Assistance also generates root cause summaries, resolution
summaries, and service plans to help mitigate issues.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, and Unlimited Editions with Agentforce IT
Service.
Proactive Assistance Workflow for IT Service Records Review how IT teams use proactive actions to triage, analyze, and resolve issues. This workflow automates stages of the service management process, including service restoration for incidents and root cause identification for problems.
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