Sales | Review My Day

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.

User Permissions Needed
To use Review My Day:	Review My Day
See Common User Access for Standard Agent Actions.

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.

Important If the standard flow is customized, the seller must update the instructions in the corresponding prompt template. It’s important to update the prompt template to make sure that the LLM generates responses based on the output data provided by the custom flow.