Identifies a rep’s top sales opportunities and ranks them in order of priority based on
specific instructions provided by the user or available opportunity data. An explanation for each
opportunity’s rank is also returned.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with an Agentforce or Einstein for Sales, Service,
Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein
add-on to access the action.
|
Action Details
| API Name |
PrioritizeOpportunities |
| Reference Action Type |
Prompt Template |
| Reference Action |
PrioritizeOpportunities |
| Does this action execute one or more prompt templates? |
Yes |
Prioritize Opportunities and Prompt
Templates
This agent action uses the Prioritize Opportunities prompt template. The prompt template uses the
Get Opportunity Details flow, which calls the Get Record Prioritization Data standard invocable
action to prioritize opportunity records.
Considerations
- The action evaluates and prioritizes only opportunities you own.
- The action doesn’t filter opportunities by close date automatically. If you want to specify
a close date or close date range, include it in your utterance.
- To change the prompt criteria or customize the prompt template based on your company’s
needs, create a prompt template of the Record Prioritization type.
