Suggestions appear in the Einstein component. Your reps see them when they connect their email and calendar to Salesforce with Einstein Activity Capture. The type of data suggested determines where the suggestion appears and who can see it.
|Type of Suggestion||Where the Suggestion Appears||Who Sees the Suggestion|
|Opportunity Contact Role||
When a rep adds suggested data to Salesforce, Einstein takes the rep to the record edit page. From there, the rep reviews and saves the new data. After the data is added, the suggestion disappears for all users who had access to it.
When a rep declines suggested data, the suggestion disappears for all users. If you’ve enabled Smart Email Matching, when a rep declines opportunity contact roles suggestions, all related activities are removed from the activity timeline. Removing unrelated activities improves the relevancy of both activities in the timeline and the suggestions.
From the Home page, reps can also dismiss suggestions, which removes them from the Home page. They can also leave feedback about the relevance of individual suggestions.
If you use Duplicate Management, when a rep adds a suggested contact, it could be flagged as a duplicate. If the suggestion is flagged, the rep must select an existing contact from the list.