Our users have a million things going on. As admins, we can make their jobs more productive and drive data consistency with a to-do list on the record page, using the Actions & Recommendations component in Lightning Experience. This way, users can track their progress by completing each item on their to-do list.
The Actions & Recommendations component creates a list of actions (flows, Quick Actions, and recommendations from your Next Best Action strategies) for your users. The to-do list can be generated by using an Actions & Recommendations deployment or Salesforce automation tools (Flow Builder or Process Builder). Take a look at the example below to understand the amazing benefits of this component.
What’s the business problem?
Sunshine Cupcakes sells cupcakes on the go. Devohne Mays, Head of Sales Operations, notices that some of his staff is struggling to consistently follow the processes for a cupcake order from creation
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