View Important Updates with the Assistant

Available in: Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Click different leads or opportunities to go to the record’s detail page.

The following updates appear in the Assistant:

• Leads assigned to you today
• Opportunities with overdue tasks (for up to 90 days after the Close Date)

  These updates stop appearing 90 days after the opportunity’s Close Date, even if tasks are still overdue.

• Opportunities with no activity in 30 days
• Opportunities with no open activity
• Overdue opportunities

  Opportunities are overdue if they’re still open after the Close Date. These updates stop appearing if it’s been over 8 days since the Close Date.

Up to 10 updates are shown at a time. Updates about leads appear before updates about opportunities. Opportunity updates are arranged in order of close date.

• If you have Einstein Activity Capture enabled, you won’t see the updates about opportunities with no open activity or no activity in 30 days.
• The Assistant doesn’t show tasks due today or overdue tasks that aren’t tied to an opportunity. The Today’s Tasks component is an alternative that’s available on the Home page, and it shows a list of your tasks due today.
• If you don’t have access to activities on opportunities or if the opportunity pipeline is off, you instead see recommendations for opportunities that have close dates over the next 90 days.

Buttons for different actions (such as New Task) automatically appear under most Salesforce configurations, but you may need to make some updates if you’ve customized global actions or publisher layouts.

Actions need to exist as global actions in order to appear in the Assistant. From Setup, enter Global Actions in the Quick Find box, then select Global Actions. Make sure the following actions are available. The Label can be anything, but we recommend something simple, like New Task, New Event, or Email.

Required Settings for Global Actions

Allows user to	Action Type	Target Object	Name
Create a new task	Create a Record	Task	NewTask
Create a new event	Create a Record	Event	NewEvent
Send an email	Send Email	Outgoing Email	SendEmail (not required)

To display actions, they also need to be included in the related global publisher layouts. From Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts. Select the relevant publisher layout, and make sure the actions are included under the Mobile & Lightning Actions section.