1. Implementing Sales
  2. Set Up Best Sales Action for Opportunities

Set Up Best Sales Action for Opportunities

You must configure the best sales action and expose it in the UI.

  1. In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Intelligence in Sales

    • Task: Configure Best Sales Action

    You can alternatively navigate to the Configure Best Sales Action page from the Configure AI Apps in Sales task. On the Configure AI in Sales page, click Next Best Action.

  2. Select the Best sales action enabled at site level check box and click Save if you want this feature to be available to all users.

    If you want the feature to be available to a subset of users, deselect the check box and click Save, and then edit the Enable Adaptive Intelligence profile option (ZCA_ENABLE_ADAPTIVE_INTELLIGENCE). See the topic, Edit the Enable Adaptive Intelligence Profile Option.

  3. On the Configure Best Sales Action page, enter a value for Display alert when user-provided win probability differs by this amount under the Predicted Win Probability section.

    The artificial intelligence predicted win probability indicator (warning alert) displays based on the results.

    Note: The value you enter is the minimum threshold to display the win probability warning indicator for opportunities. If the difference between the salesperson's win probability prediction and the artificial intelligence prediction is more than the value you set here, the warning indicator appears. For example, if the value is set to 25 and the salesperson's win probability prediction is 20%, and the predicted win probability is 50%, the warning indicator appears.

    See the topic: Edit the Opportunity Win Probability Risk Threshold Profile Option.

  4. In the table under Recommended Action, enable the recommended action that you want to be displayed by selecting the associated check box.

  5. Optionally, edit the Action and Explanation fields for the selected recommend actions to suit your organization needs.

  6. Click Save to save your changes or click Cancel to return to the Setup and Maintenance search page.

Next, for the CX Sales UI, you want to extend your opportunity pages using application composer to include the UI elements you want, for example:

  • Recommended Action and Win Probability columns in the Opportunities list page

  • Recommended Actions section and Win Probability and Predicted Win Probability fields in the Edit Opportunity page

Your salespeople see alerts in the Win Probability column for those opportunities where the threshold has been exceeded.

If you're using the CX Sales UI, see the topic Add Recommended Actions to Opportunities and follow the steps.