Sales
Product or Order Recommendation
Sellers need to be confident recommending relevant products to customers. Now you can automatically get product suggestions based on factors like account, purchase history, and more.
Get Product Pricing
Overview
Give sellers easy and quick access to product pricing information, along with historical pricing from recent deals, so they can strategize the right price for the deal.
Action Type
Prompt
Object Referenced
Products, Price Books, Opportunities
Data Sources
CRM
How to Use the Action
Invoke the action by typing: "Show me the pricing for " or “what price can we offer "
Suggest Next Best Order on the Account
Overview
Sales reps can get a suggested next best order for a specific account, based on previously purchased items, purchase date, and account industry.
Template Type
Flex
Object Referenced
Account, Orders, Order Items
Data Sources
CRM, Flow
How to Use This Template
- Create a new template, using the one shown here, as a base and add your own data.
- For Flex type templates, you can deploy the template in a Lightning page, Flow, or Copilot.
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