An Asset manager may want more control over which assets are recommended by our engine by default. Sometimes, the "best match" recommendations can be too restrictive, and reps may miss out on discovering assets that match a single criteria of their sales situation, because they're "hidden" in favor of assets that match more criteria.

Asset Managers can govern the default view for all reps when they load a record:


Now Asset Managers can choose the default recommendation behavior, and have it applied system-wide:

  1. Show best matches only: only asset(s) w/ the most matching rules are displayed (today's behavior)
  2. NEW! Show all matches: any asset with at least one matching rule will be displayed


Of course, users in Salesforce retain the flexibility to toggle between "best," "all matches," and "all assets" views when they are viewing the record:

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