View the Latest and Greatest Guided Action List, Always

Give agents a clear picture of what steps to take. When a record updates, the Guided Action List dynamically refreshes. For example, when a case status changes from new to escalated, the Guided Action List refreshes and shows agents an up-to-date list of steps. The refresh also removes completed actions.

Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.