Universal Containers is using Agentforce for Sales to find similar opportunities to help close deals faster. The team wants to understand the criteria used by the Agent to match opportunities.

Agentforce for Sales does not match on all opportunities created in the last 12 months - the Closed Won status filter is required, meaning open or lost opportunities within that window are excluded from matching.

Agentforce for Sales is designed to identify Closed Won opportunities from the past 12 months as the comparison pool for similar deal matching, ensuring reps are guided by precedents of successfully closed deals rather than open or lost opportunities. The combination of Closed Won status and the 12-month recency window defines the specific matching logic built into the feature.

Similar opportunity matching is not restricted to the same account; Agentforce for Sales searches across accounts to surface the most relevant Closed Won precedents regardless of account relationship.