Enable Sales Recommendations for CX Sales Mobile

Here's how to make the sales recommendations you set up earlier in CX Sales Mobile. Sales recommendations use natural language processing to analyze meeting minutes and recommend salespeople to create contacts and to set up follow-up appointments and tasks.

Note: See the Tips for Using Meeting Recommendations topic for more information about how the recommendations are generated.

Two steps are required to enable the sales recommendations that you set up as described in the Sales Recommendations Chapter (Overview of Sales Recommendations Setup):

1. Create a profile option that enables the recommendation feature for the CX Sales Mobile app. (CXM_ENABLE_RECOMMENDATIONS).

2. Enable the Recommendation Feature in the CX Sales Mobile Configuration Tool.

Create the CXM_ENABLE_RECOMMENDATIONS Profile Option

1. Navigate to the Setup and Maintenance work area. Click the Tasks side panel icon and then click the Search link.
2. Search for and select the Manage Profile Options task.
3. Create a new profile option, using these details:
   • Profile Option Code: CXM_ENABLE_RECOMMENDATIONS
   • Profile Display Name: CXM_ENABLE_RECOMMENDATIONS
   • Application: Mobile Sales
   • Module: Mobile Sales Server
   • Start Date: Enter today’s date
4. Click Save and Close.
5. In the Profile Values section, for the Site level, check the Enabled and Updatable check boxes.
6. Click Save.
7. Next, you need to set the values for the profile option. Search for and select the Manage Administrator Profile Values task.
8. Search for the CXM_ENABLE_RECOMMENDATIONS profile option you have just created.
9. In the Profile Values section, navigate to the Site profile level, and enter the Profile Value as Yes.

Enable the Recommendation Feature in the CX Sales Mobile Configuration Tool

Enable the recommendation feature in the CX Sales mobile configuration tool, as the recommendation feature isn’t enabled by default.

1. In a publishable sandbox, navigate to Application Composer > Mobile Application Setup > CX Sales Mobile Composer > Settings.
2. In Recommended Settings, activate the enabled option. After the feature is enabled, it's available to all CX Sales Mobile users.
3. If required, you can make this feature active for only certain regions or job roles.
   Note: If you restricted sales recommendations to specific job roles and regions while setting up the Sales Recommendations feature, those settings take precedence. See the topic: Associate the Webhook Channel to Sales and Specify Recommendation Options.