Provides an overview of the seller’s daily agenda, including pending tasks, meetings,
leads, opportunities, and how the seller is tracking against their sales quota. Only the top
three leads and opportunities that require your attention are shown. The leads are sorted in
descending order of the annual revenue. The opportunities are sorted in ascending order of the
Close Date. A maximum of three open tasks that the seller owns are shown in descending order of
priority.
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 |
ReviewMyDay |
| Reference Action Type |
Standard Action |
| Reference Action |
Review My Day
(reviewMyDay)
|
| Does this action execute one or more prompt templates? |
Yes |
Review My Day and Prompt Templates
This agent action calls the Review My Day standard invocable action, which uses prompt
templates of the type Review My Day to generate a daily brief. The specific prompt template
calls a standard flow to fetch data and generate an overview of the day for the logged-in
user. If an overridden flow exists, the custom (overridden) flow is prioritized over the
Salesforce-provided (file-based) flow.
