To configure this feature:

1. Ensure Configuring Accounts and Configuring Suggestions are complete.
2. Navigate to Admin > Users and Groups > Permission sets.
3. Select the appropriate permission set for the appropriate user profile.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   suggestion__v	RE	All applicable object types	display_dismiss__v	Read
   suggestion_feedback__v	CRE	dismiss__v	none	none

Defining the Dismissal Feedback Questions

Admins can change the questions that display when a user dismisses a suggestion. To do so, update the field labels on the suggestion_feedback__v object with question text. There can be up to four questions in the feedback dialog. Questions are limited to 40 characters and have Yes/No answer types.

Suggestion Feedback Records

When end users take action on a suggestion, including executing the suggestion (scheduling a call, creating a call objective, sending an email), dismissing the suggestion, or marking it as complete, a new suggestion feedback record is created. This record includes the following information:

• Created Date - When the user took action on the suggestion
• Created By - Who took action on the suggestion
• Suggestion - Relationship with the parent suggestion record
• Record Type - Tracks the User Suggestion action:
• activity_execution__v - The user took action on the suggestion
• dismiss__v - The user dismissed the suggestion
• mark_as_complete__v - The user marked the suggestion as completed
• Activity Execution Type - The channel associated with the suggestion (Call, Call Objective, Email, WeChat, WeChat Content)
• Lookups to related objects where applicable - Call (if a call is created from the suggested action), call objective (if a call objective from the suggested action is created), sent email (if an email is sent from the suggested action)

When a user dismisses or marks a suggestion that is associated at the account level as complete, the suggestion is removed from view for all users who have access to suggestions for the account when the public model is used. If a suggestion is associated at the account and user level, the user who owns the suggestion is the only one impacted by the action on the suggestion.

Marking a Suggestion as Complete

Select the Mark As Complete button to mark a suggestion as complete. When a suggestion is marked as complete, it is removed from the Suggestions tab and a Suggestion Feedback record is created, allowing admins visibility into whether the user took the suggested action.

Dismissing a Suggestion

Select the Dismiss button to dismiss a suggestion.

If the user has permission to at least one of the following fields on the suggestion_feedback__v object, a feedback modal displays allowing the user to select a reason for dismissing the suggestion.

• dismissfeedback1__v
• dismissfeedback2__v
• dismissfeedback3__v
• dismissfeedback4__v

If the user does not have permission to at least one of these fields, a Dismiss confirmation dialog displays.

When a suggestion is dismissed, it is removed from the Suggestions tab and a Suggestion Feedback record is created, allowing admins to view the reason the user dismissed the suggestion.