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Salesforce Mobile App
Accelerate Meeting Follow-Ups with AI Suggested Actions

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Accelerate Meeting Follow-Ups with AI Suggested Actions

After a meeting transcript is available, the Salesforce mobile app presents a meeting summary, key decisions, and contextual next steps directly on the event record. You can review follow-up recommendations such as sending requested materials, updating an opportunity, or scheduling another meeting.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions.

Requirements for Suggested Actions

  • This feature requires Einstein Conversation Insights (ECI) and the Seller-Focused Mobile Experience.

Access Suggested Actions

Note
Note This feature is automatically enabled if you have In-Person Meeting Assistant enabled.

  • Make sure that you have the In-Person Meeting Assistant enabled:

    • Select Salesforce Go from the Setup dropdown and go to the Einstein Conversation Insights feature.

    • Turn on the In-Person Meetings toggle.

  • Make sure that your mobile app configuration has the new Seller Experience (Sales Cloud Mobile) enabled.

  • From the meeting details page for the meeting you want to capture notes for, select Suggested Actions.

 
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