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            Work with Einstein Summaries for Business Relationship Plan

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            Work with Einstein Summaries for Business Relationship Plan

            By using field generation prompt templates that use real-time account plan data, you can get dynamic summaries of client relationships and interactions.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have FSC Sales & Service license or the FSC Sales license and Einstein for Sales Add-On enabled
            User Permissions Needed
            To access and run prompt templates outside Prompt Builder:

            Prompt Template User permission set
            Important
            Important This tool uses generative AI, which is known to include inaccurate or harmful responses. Before sharing externally, review the output for accuracy and safety. You assume responsibility for the output when sharing.
            1. Generate a relationship summary.
              1. From the App Launcher, find and select Account Plans.
              2. Open the Account Plan record page and go to the Summary tab.
                If you’re using Account Plan Lightning page, then from the App Launcher, find and select Commercial Banking and open Account Plan Lightning record page.
              3. On the relationship summary field of the Account plan record page, click Edit icon.
              4. To generate a draft of the field, click Sparkle icon.

                If the form field is enabled for generative AI, Sparkle icon appears next to the field. If you don't see a generative AI-enabled field icon on a record field (Sparkle icon), then a prompt template isn't supported for the field.

              5. In the Einstein panel, review the draft that AI generates and then add it to the field.
              6. If you’re unsatisfied with the response, send a message that asks Einstein to rewrite the draft.
                Einstein supports brief back-and-forth conversations, so if you’re still unsatisfied with the regenerated draft, ask Einstein to revise the draft again.
              7. After you add the draft to the field, review the field and edit it, if necessary.
              8. Save the updated record.
            2. To generate a summary of interactions associated with an account plan objective for the first time, go to the account plan objective record page and click Generate Summary.
              To again generate a summary of interactions, click Refresh Summary.
             
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