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Generative Canvas for Lightning by Salesforce

An AI-Powered Canvas Designed to Boost Productivity

Overview

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

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See How Generative Canvas for Lightning by Salesforce Works

  • Highlights for Version 0.6 include: 1. File upload feature now supports PDF, PPT and TXT formats 2. AI generated suggested questions on the file content with the ability to ask custom questions 3. You.com end point now supports general search

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.

Categories

Business Needs
Sales
Productivity
Collaboration
Industries
Horizontal Product
Financial Services
High Tech
Personas
Administrator
Business User
Sales Representative / Manager
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

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