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new featureSales Fundamentals
Open Agentforce Assist from Sales Workspace Recommendations
You can configure a platform action so sellers open Agentforce Assist directly from a prioritized Sales Workspace signal, without leaving the workspace. Create an Agent Quick Action and assign it to a signal type on the Sales Workspace Actions setup page.
identifiers
Agentforce AssistAgent Quick ActionSales Workspace Actions
flags
off by defaultno action required
- how
- Create an Agent Quick Action and assign it to a signal type on the Sales Workspace Actions setup page.
- who
- when
- where
- Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.