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  1. Dec 27, 2025, 8:22 AM

    Hi @Dr. Anjali Ojha

     

    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. 

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