Set Up and Maintain Your Salesforce Organization

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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 from Setup to start generating org-specific health recommendations.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with a Signature Success plan

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, then access your org's open recommendations from the App Launcher or Setup.

From Setup, in the Quick Find box, enter Advisements, and then select Advisement Settings.
Turn on Advisements (Beta).
Click Save.
A confirmation message appears: "Advisements (Beta) is now enabled for your org."

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

To access advisements from the Setup agent experience, enable 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 sends notifications about open advisements to your in-app notification tray and Slack.

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