CSC Work Suggestions Lightning Component Fields

The tables below show the buttons, picker, and card elements displayed in the CSC Work Suggestions component on the account record pages.

Buttons

Buttons in the CSC Work Suggestions Component
Button Name Description
— Work Suggestion List Narrows down the list to a single suggestion type. The drop-down displays each type present in the list, alongside an All Types option.
Reload Reload Refreshes the list of work suggestions.
— Create Expansion Opportunity Displayed on a work suggestion card when the suggestion comes from whitespace analysis rather than AI. Opens the standard creation window with the account, name, and owner prefilled. You then select the products and complete the remaining details.
— Generate Expansion Opportunity Displayed on a work suggestion card when the suggestion comes from a CS policy of type Expansion Opportunity. Opens a creation window prefilled with the account, name, products, and description from the policy and triggering event description of the work suggestion, so you can create an expansion opportunity without leaving the Work Suggestions list.
— Generate Playbook Displayed on a work suggestion card when the suggestion comes from a CS policy of type Playbook. Opens a creation window prefilled with the playbook details suggested by AI, so you can create a playbook without leaving the Work Suggestions list.
— Dismiss Removes the work suggestion from the list. Accessed from the actions menu on the work suggestion card.
Note:

When the component is displayed in a narrow region of a Lightning page, such as a sidebar, the button on each work suggestion card is moved into the actions menu, alongside Dismiss.