Focus sellers on the right actions with a worklist ownership enhancement


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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Oct 1, 2021

Business value

This functionality will enable each seller to stay on top of their activities and declutter the worklist. For example, if the opportunity is owned by a seller and the product expert has to prepare the demo, the product expert will see the demo preparation activity and take action on it without having leave your Sales Accelerator workspace.

Feature details

Worklists will be populated based on activity ownership instead of entity ownership. This will allow a seller who is responsible to finish the task to stay on top of the activity and would also declutter the entity owner's worklist.

See also

View my records by using the work list (docs)