Einstein Home page assistant
Key Takeaway
The Assistant gives sales reps updates on the Home page, and admins make sure the action buttons and permissions it relies on are in place.
The Assistant is a feature on the Home page in Lightning Experience. Over the course of the day, it shows a sales rep important updates about their leads and opportunities. Clicking a lead or opportunity in the Assistant opens that record's detail page.
What the Assistant shows
The Assistant shows five kinds of updates:
- Leads assigned to you today
- Opportunities with overdue tasks
- Opportunities with no activity in 30 days
- Opportunities with no open activity
- Overdue opportunities
An opportunity counts as overdue when it is still open after its Close Date, so a rep who forgets to close or update the opportunity sees it flagged.
The Assistant shows up to 10 updates at a time. Lead updates appear before opportunity updates, and opportunity updates are sorted by Close Date.