Generate a Summary

Generate a financial summary for the account record that includes key financial details, such as plans, goals, accounts, holdings, and open cases.

Available in: Lightning Experience

Available in: Starter, Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To create and manage prompt templates in Prompt Builder:	Prompt Template Manager permission set
To use the Einstein Summary component:	Einstein for Service Innovations permission set

Note Before you follow these steps, you must add the Einstein Summary component.

From Setup, in the Quick Find box, enter Lightning App Builder.
Select the account record page where you added the Einstein Summary component.
To see the client’s financial summary, when the You’re about to use Einstein message appears, click Got It.
To regenerate a summary, click Generate.

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