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new featureSales Fundamentals
Show Custom Signals
You can now create custom signals for the Sales Workspace suggestions feed: write recommendation records with Flow or Apex, associate an action, and activate the signal definition so sellers see guidance based on your business logic or AI reasoning. Set them up under Setup > Workspace Signals > Create Signal Types.
identifiers
Workspace Signalsrecommendation recordssignal definitionSales Workspace
flags
off by defaultno action required
- how
- Setup > Workspace Signals > Create Signal Types; write recommendation records with Flow or Apex and activate the signal definition.
- who
- when
- where
- Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.