What’s on the workspace
The workspace is a customizable grid of widgets. Which widgets appear, in what order, and which is the row hero is driven by the active view. Admins ship persona defaults; each user can save their own views on top. The core widgets:- Active strategies (inbox) — the seller’s inbox: strategies running on your accounts, grouped into a work-state funnel (No activity, Engaging, Converted with opportunity-stage pills). Drill into a state to filter the list; sort by priority, confidence, most recent, account, or strategy name. Rows show inline risk signals in warning tone.
- Daily feed — recent Account Plan and Strategy updates, defaulted to Priority (account rank → feed priority → recency) or Most recent. Toggle account-intelligence updates on or off from widget settings.
- Priority accounts — accounts ranked by priority within your visible book. Detailed rows show owner, pipeline, activity, and the top one to two risk signals inline. Priority, Risk, and Value lenses share the same ranking model.
- Strategy approvals — the shared queue of pending candidates from your pipeline agents. Pick an agent from the widget picker, scroll through candidates sorted server-side, and accept, dismiss, or bulk-activate — with an optional assignee (a specific user or the account owner). The queue follows the selected global filter’s account owner and industry criteria. See Strategy approvals and global filters.
- ShiftUp coverage — visualize the gaps in your open pipeline to ensure each Opportunity is supported by a ShiftUp strategy.
- Prospecting queue — the drill-in workspace for prospecting work. Engage with pre-generated messaging tailored to each unique strategy and recommended stakeholder. Scope follows the global filter bar: with no ownership filter active, the widget and its drill-in show every prospecting item you can see; the global Ownership and assignment filters (Belongs to me, account plan owner, strategy assignee) narrow both surfaces the same way. Switch views (Needs action, Due now, First touches, Upcoming, All prospecting) from the widget’s Queue view setting, and sort by Recommended (the default due-priority order), Most recent, Account name, Strategy name, Value, or Confidence — the sort applies in both the widget and its drill-in.
Views and customization
The workspace supports multiple views — named layouts you can switch between via the header picker.- Switch view — open the picker to jump between your saved views.
- New view from current layout — save the layout you’re on as a new view.
- Rename, duplicate, delete — from each view’s row menu. You always keep at least one view.
- Drag widgets to reorder them within a row.
- Drop a widget between rows to start a new row.
- Hero toggle — mark a widget as the row hero to give it more space and richer detail.
- Remove widgets or rows you don’t need; drag from the Available widgets tray to add more.
- Reset to default — restore your role’s shipped default layout.
- Save layout to persist, or Cancel to discard edits.
Role-specific defaults
- Reps ship with a prospecting-led layout: row 1 is Prospecting queue, Active strategies (hero), Priority accounts; row 2 is ShiftUp coverage (hero), Daily feed. Saved layouts aren’t migrated — existing sellers get the new arrangement by clicking Reset to default.
- Managers and admins (with pipeline agent access) ship with a pending-led layout: Strategy approvals first, pipeline as the second-row hero.
Global filters
A sticky filter bar sits at the top of the workspace and narrows every list widget on the page at once. Filters are grouped into four categories:- Ownership and assignment — Belongs to me, account plan owner, strategy assignee.
- Favorites — Limit results to accounts and strategies you’ve favorited.
- Account criteria — Accounts, Industries, Seller profiles.
- Value and timing — Amount, Activity, Pipeline timing (any close date, closing this quarter, closing next 90 days).
Strategy approvals and global filters
The Strategy approvals widget applies the selected filter’s criteria that have a candidate equivalent:- Account plan owner (Me, team users, or None) matches the candidate’s captured Salesforce Account owner. This owner can differ from the owner of the Account plan.
- None selects candidates without a captured Account owner. This includes candidates that don’t match a Salesforce Account and known Accounts whose owner data is missing.
- Industries uses the candidate’s industry.
Account filters
Workspace filters can also narrow results by custom Account fields that your admin exposes under Custom filters (Beta). When at least one shared field is available, the filter editor shows an Account filters section on each Workspace filter.- Each row picks one field, an operator (Equals or Not equal), and one typed value that matches the field type (text, number, currency, boolean, or picklist choice).
- Multiple rows on the same filter are joined with AND — a row must match every criterion in the group.
- Account filter rows combine with the other criteria on the same filter. Every criterion on the selected filter must match.
- Sellers see only fields they can read on the Account object. Fields the admin later removes stay on the filter as unavailable and can be edited or deleted from the filter editor.
Guided tour
A guided onboarding tour walks first-time users through the workspace: left nav, widget grid, global filters, key widgets, and AI chat. It auto-launches once on first view.Permissions and visibility
- Workspace and the Prospecting queue widget are on for every org by default. A manager override can still turn either off for a single org.
- Row visibility honors Salesforce sharing for every persona: sellers see their book, managers see their team, admins see the unfiltered view on Daily Feed, Active strategies, and Strategy approvals.
- Priority is per-user: the accounts, strategies, and approvals each user sees are ranked within their own visible set.
- The Strategy approvals widget requires pipeline agent view permission; without it, the widget is hidden and the tour step is skipped.
How ranking works
ShiftUp ranks the accounts in your workspace so each seller sees the ones that need attention first. The ranking runs inside your Salesforce org and uses only your Salesforce data: opportunities, tasks, events, and ShiftUp strategies.Three lenses
Every ranked list has a lens, and the order changes with it. Open the settings menu (upper right) on the Accounts by priority / risk / value widget to pick a lens:- Priority (default) — accounts with the most at stake and the most momentum come first. Accounts with open risk move up so you do not miss them.
- Value — accounts ordered by open pipeline, with expected (weighted) pipeline as the tiebreak.
- Risk — only accounts that carry a risk signal, highest risk first. An empty list means nothing needs attention.
The signals behind a rank
ShiftUp reads four groups of signals for each account:- Pipeline — open pipeline value, weighted pipeline, and late-stage opportunities that close soon.
- Activity — recent completed activity, upcoming activity, and overdue follow-ups.
- Strategy — active ShiftUp strategies on the account and their confidence.
- Hygiene — opportunities past their close date, opportunities with no next step, and opportunities that close soon with no activity planned.
How fresh the ranking is
ShiftUp builds the ranking the first time a workspace opens, then re-ranks every active account once a day. Between daily runs, changes to opportunities, tasks, and events update the affected accounts within about ten minutes. Your admin can turn intraday updates off with the Enable ranking updates setting; the daily run still keeps the ranking current.Related pages
- Pipeline agents — the source of the Strategy approvals queue.
- Notifications and feed — the standalone feed page that powers the Daily feed widget.
- Journey — the onboarding timeline where the workspace tour lives.
- Customize — personal preferences (tone, length, appearance) that apply across ShiftUp.