A producer's week, in one answer

To see what a producer did this week, a manager usually builds a report or asks. This demo shows a sales leader clicking Activity on a producer's row and getting the week back in counts, each with a link, without leaving Salesforce.

Overview

This video is for sales leaders and managing directors who want to know what each producer did this week. Usually that means building a report, or asking the producer.

What you'll see

A sales leader opens her Home in Salesforce, where every producer on her team has an Activity button. She clicks it on one producer's row, and the question is asked for her: what did this producer do this week? The answer comes back as the week in counts: two calls, a meeting, five emails, a new deal, eight next steps added and eight follow-ups still open, each with a link to the record.

How it works in Salesforce

The question goes to the Harborview Assistant, an Agentforce agent that answers inside Salesforce. The counting itself is done by Activity Digest, a rules-based agent with no AI: it reads the producer's tasks, events, emails and deal history for the week, so the same question always gets the same answer.

Where people stay in control

Activity Digest only reads. It changes no records and sends nothing; it answers when a manager asks.

Configured for your organization

PS Advisory provides Activity Digest as a foundational agent in its Agentforce for Insurance accelerator, so the agency does not start from scratch. It is configured to your Salesforce org, including your teams, the activity types you count and the default time window.

Live Salesforce screens. Client data is simulated.