---
agent_capabilities:
- Structured Data Analyzer
availability: IDEA
description: This plugin analyzes an SDR's assigned accounts and ranks them based
on recent engagement (calls, emails, meetings from Salesloft) only if there's no
open opportunity in Salesforce. It helps new SDRs decide who to reach out to first
— driving smarter outreach and faster pipeline generation.
name: SDR Account Prioritization
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22I%27m+a+new+SDR.+Which+of+my+accounts+have+had+the+most+engagement+recently+but+aren%27t+in+the+pipeline+yet%2C+so+I+know+who+to+call+first%3F%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EOkay%2C+I+can+help+with+that.+First%2C+I%27m+finding+all+of+your+accounts+in+%3Cb%3ESalesforce%3C%2Fb%3E.%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ENext%2C+I%27m+checking+%3Cb%3ESalesloft%3C%2Fb%3E+for+recent+engagement+scores+for+those+accounts.%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EFinally%2C+I+am+generating+a+script+to+identify+accounts+without+an+open+opportunity+and+sorting+them+by+engagement+score.%3C%2Fp%3E%22%2C%22status%22%3A%22pending%22%7D%5D%7D%2C%7B%22apiBlock%22%3A%7B%22code%22%3A%22%23+Get+my+accounts+from+Salesforce%5Cnmy_accounts+%3D+salesforce.get_my_accounts%28%29%5Cn%5Cn%23+Get+engagement+data+from+Salesloft+for+the+user%27s+accounts%5Cnaccount_ids+%3D+%5Bacc%5B%27id%27%5D+for+acc+in+my_accounts.data%5D%5Cnengagement_data+%3D+salesloft.get_engagement_scores%28account_ids%3Daccount_ids%29%5Cn%5Cn%23+Combine+account+and+engagement+data%5Cnfor+account+in+my_accounts.data%3A%5Cn++%23+Find+the+corresponding+engagement+score%2C+default+to+0+if+not+found%5Cn++account%5B%27engagement_score%27%5D+%3D+engagement_data.get%28account%5B%27id%27%5D%2C+0%29%5Cn%5Cn%23+Filter+for+accounts+with+no+open+opportunities+and+an+engagement+score+%3E+50%5Cnhigh_priority_accounts+%3D+%5B%5Cn++++acc+for+acc+in+my_accounts.data%5Cn++++if+not+acc%5B%27has_open_opportunity%27%5D+and+acc%5B%27engagement_score%27%5D+%3E+50%5Cn%5D%5Cn%5Cn%23+Sort+by+the+highest+engagement+score%5Cnsorted_accounts+%3D+sorted%28high_priority_accounts%2C+key%3Dlambda+x%3A+x%5B%27engagement_score%27%5D%2C+reverse%3DTrue%29%5Cn%5Cn%23+Return+the+top+3%5Cnreturn+sorted_accounts%5B%3A3%5D%22%2C%22connectorName%22%3A%22python-script%22%2C%22title%22%3A%22Code+Generation%22%7D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere+are+your+top+3+accounts+to+prioritize+based+on+recent+engagement%3A%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22Gigasphere+Inc.%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22Innovate+Solutions%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22QuantumLeap+Corp.%22%2C%22connectorName%22%3A%22salesforce%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%7D
solution_tags:
- Sales
systems:
- salesforce
---