1 answer
Universal Containers can achieve this by using Agentforce with semantic search over Opportunity data.
Configure an Agentforce agent with:
- A Data Library built from Opportunity records (especially Closed-Won opportunities)
- Key fields indexed for similarity, such as Opportunity Name, Industry, Amount, Product, and Description
- Prompt/intent configuration that maps the utterance “show me other opportunities like this one” to a similarity or semantic search action
When a sales rep asks the question from an Opportunity record, the agent uses the current Opportunity context to find and return similar Closed-Won Opportunities, allowing reps to quickly explore patterns and successful deals.