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Generative Canvas for Lightning by Salesforce

By Salesforce Labs

An AI-Powered Canvas Designed to Boost Productivity

Free  

Never requires payment

Try It
Industries
Horizontal Product
Financial Services
High Tech
Business Need
Sales
Productivity
Collaboration
Requires
Sales Cloud
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Salesforce is dedicated to driving continuous innovation by reimagining business applications for the AI era. We're thrilled to introduce the preview of Generative Canvas an AI-powered research canvas designed to boost productivity for sales professionals

  • Generative Canvas Video

  • Generative Lightning Canvas Sizzle Video

  • Generative Canvas Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
1. Enable Einstein ai in the settings menu 2. Enable Lightning Web Security 3. Ensure Lightning version is 55 or higher

App Details

Version
GenCanvas/ver 0.6 0.6.0
Listed On
10/01/2024
Latest Release
10/22/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Sales Programs
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 56
App Builder: 0
Community Builder: 0
Languages
English
Japanese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/08/2024

Additional Details

Generative Canvas harnesses the power of AI to provide a dynamic and intelligent user interface. As a sales professional, you can ask questions related to upcoming meetings or leverage the contextual prompt suggestions. Get started by using a suggested prompt like "Help me prepare for my upcoming meeting with Acme" or simply ask your own question. The app will then gather the relevant contextual data, analyze it, and present you with a summarized analysis. With its intelligent focus on your accounts, Generative Canvas enables you to effortlessly research potential optimization opportunities within customer journeys in a matter of minutes or hours, rather than days or months. This streamlined approach empowers you to identify areas for improvement with unprecedented speed and efficiency.

Need help?

Salesforce Labs

San Francisco, CA, USA

Please send us email with your feedback and any feature which you find useful or have recommendations for improvement. We would love to hear from you!

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