SECTIONSSetting up the Identify Expansion Opportunities Action
The Identify Expansion Opportunities action in the AI Actions card identifies cross-sell expansion opportunities for an account. When a user clicks Run, it evaluates the account's industry, annual revenue, and billing country against a CS policy template and creates expansion opportunity work suggestions for review. For more information about the action, see AI Actions Overview.
Before your users can identify expansion opportunities from the AI Actions card in Customer Success Cloud, you must:
- Assign the CSC - Customer Success permission set to the users who identify expansion opportunities, so that they can run the action and act on the resulting work suggestions. For more information, see Permission Sets and Other Technical Documentation.
- Add the CSC AI Actions component to your account record pages and select the CS policy template it uses. For more information, see Customizable Lightning Components and AI Actions Lightning Component Properties.
- Set up Einstein Generative AI in your org so that the action can run. For more information about setting up Einstein Generative AI, see the Salesforce Help.
- Create an expansion opportunity-type CS policy for the action to evaluate accounts against. For more information, see Creating CS Policies.