Buyer Insights FAQ

How can my sales reps see only Recommendations that they own? 

Sales reps will be able to see Recommendation for Accounts that they are able to see in Salesforce. This means that if a sales rep does not own the account but has permission to see the account, they will also see the recommendation. 

The Lattice Recommendation tab is a list view that can be customized so that the seller can narrow down the Recommendation to only those they are interested in seeing. 

A seller can choose to see All Recommendations or My Recommendation. They can also use any field from the Account or the Recommendation to narrow down the list of Recommendations in the view. You can create multiple views for different use cases. 

For example, a seller can use the Account Industry field, the Recommendation Name or Status to narrow down what is in the view.