Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Financial Services | Restructure Meeting Notes

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Financial Services | Restructure Meeting Notes

            Organizes raw meeting notes into key points, decisions, and action items for clear and easy tracking. Gathers recently modified opportunity records and account plan objective records associated with the account plan record for an account and summarizes the meeting highlights.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Financial Services add-on or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To restructure meeting notes:

            Access Banking Relationship Assistance

            AND

            Einstein for Financial Services
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name RestructureMeetingNotes
            Reference Action Type Flow
            Reference Action Restructure Meeting Notes
            Does this action execute one or more prompt templates? Yes

            Considerations

            • Restructure Meeting Notes is a prompt template-based agent action. Admins can customize the prebuilt prompt template according to their business needs.
             
            Loading
            Salesforce Help | Article