Dismissing Work Suggestions

You can dismiss a work suggestion from:

• The Work Suggestion record page
• The Work Suggestion component on the Account record page

Dismiss a Work Suggestion from the Record Page

To dismiss a work suggestion from the record page:

1. Navigate to the Work Suggestion tab.
2. Click the name of the work suggestion you want to dismiss.
3. Click the Suggestion tab on the record page.
4. Click next to the Generate button.
5. Select Dismiss.
6. In the Dismiss Work Suggestion window, select a Dismissal Reason from the following:
   1. Out of Scope
   2. Duplicate
   3. High Effort, Low Value
   4. Technical Constraint
   5. Not a Priority
   6. Other
7. [Optional] Enter additional details in the Dismissal Comment field.
8. Click Dismiss.

Dismiss a Work Suggestion from the Account Record Page

Ensure that your administrator has added the Work Suggestion component to the Account record page. To dismiss a work suggestion from the account record page:

1. Click on the Work Suggestion tab.
2. Click next to the Generate button.
3. Select Dismiss.
4. In the Dismiss Work Suggestion window, select a Dismissal Reason from the following:
   1. Out of Scope
   2. Duplicate
   3. High Effort, Low Value
   4. Technical Constraint
   5. Not a Priority
   6. Other
5. [Optional] Enter additional details in the Dismissal Comment field.
6. Click Dismiss.

Notes:

• The Work Suggestions component on the Account record page displays up to 50 new suggestions.
• Work suggestions with invalid data do not appear in the Work Suggestions component on the Account record page. An alert shows the number of hidden suggestions. To resolve this, click the link in the alert to review the invalid records and contact your administrator.