Enable Product Recommendations for Opportunities and Accounts

Salespeople can view recommended products while working on opportunities and accounts. Product recommendations are displayed based on machine learning models that analyze past sales to identify products that are often bought together.

By understanding what recommended products and services that are likely to be bought, salespeople can recommend products for up-sell or cross-sell based on recommendations generated from machine learning.

Sales administrators with the required privileges can enable the Product Recommendation for Opportunity and features by using the self service guided process for Sales Intelligence features.

Note: Sales administrator must have the following privileges to access the Enable Sales Intelligence setup task Configure Adaptive Intelligence for Sales and the Generate Sales Intelligence Features Data Sufficiency Report task.

Here are the high level steps:

1. In Setup and Maintenance, open the Enable Sales Intelligence task:
   • Offering: Sales
   • Functional Area: Intelligence in Sales
   • Task: Enable Sales Intelligence
2. On the Enable Sales Intelligence Features page, Select Features panel, click Start.
3. Select the features that you want to enable. For example:
   1. Select Product Recommendation for Opportunity for the Opportunity object
   2. Select Product Recommendation for Account for the Account object.
4. Click Continue.

   The application runs a process to identify if you've enough data to enable the features. This process might take a while to complete, so you can close the flow and wait for a notification email.

5. On the View Feature Eligibility Report page, you get feedback if you've sufficient data for each feature. Optionally, you can enable and disable features here as well.
6. Click Continue.
7. The Verify Recommended Features step lists the features you're enabling by technology. You must complete any additional configuration steps in the admin UIs for each technology.
8. Click Continue.
9. In the Configure Recommended Features page, you can click the links to open the administration UIs for technologies related to the features you enabled. Links are available for Adaptive Intelligence and Machine Learning (Similar Accounts). There's no direct link for Sales Insights. You can also navigate to these UI pages separately.