UC uses Agentforce for Sales to identify similar opportunities, aiding deal closure. Let's determine a criterion used by the "Find Similar Opportunities" feature.
Option A: Matched opportunities have a status of Closed Won from the last 12 months.Agentforce for Sales analyzes historical data to find similar opportunities, prioritizing "Closed Won" deals as successful examples.
Documentation specifies a 12-month lookback period for relevance, ensuring recent, applicable matches. This is a key criterion, making it the correct answer.
Option B: Matched opportunities are limited to the same account.While account context may factor in, Agentforce doesn't restrict matches to the same account-it considers broader patterns across opportunities (e.
g., industry, deal size). This is too narrow and incorrect.
Option C: Matched opportunities were created in the last 12 months.Creation date isn't a primary criterion- status (e.g., Closed Won) and recency of closure matter more. This doesn't align with documented behavior, making it incorrect.
Why Option A is Correct:
"Closed Won" status within 12 months is a documented criterion for Agentforce's similarity matching, providing actionable insights for deal closure.
References:
Salesforce Agentforce Documentation: Agentforce for Sales > Find Similar Opportunities - Specifies Closed Won, 12-month criterion.
Trailhead: Explore Agentforce Sales Agents - Details opportunity matching logic.
Salesforce Help: Sales Features in Agentforce - Confirms historical success focus.