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            Sales | Prioritize Opportunities

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            Sales | Prioritize Opportunities

            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.
            User Permissions Needed
            To view opportunity records: Read on Opportunity
            See Common User Access for Standard Agent Actions.

            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.
             
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