Loading
Ongoing maintenance for Salesforce HelpRead More
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
            Flows to Create Client Relationship and Interaction Summaries

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Flows to Create Client Relationship and Interaction Summaries

            Use Relationship Summary to help your relationship managers reduce the overhead of manually checking the latest updates. When new Case or Opportunity records are added to an account, or when new interactions are added to Opportunity records, relationship managers can get the latest relationship summary. When new interaction records are added to the account plan objective after the last interaction summary generation, relationship managers can refresh the interaction summary. If they’re unsatisfied with the response, they can ask Einstein to rewrite the draft.

            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

            This table lists the flows that generates output text when triggered by prompt templates used in the Einstein Summaries for Business Relationship Plan.

            FLOW LABEL DESCRIPTION DEFAULT STATUS
            Refresh Interaction Summary This screen flow triggers the underlying prompt template flow to retrieve the latest summary, and updates the Interaction Summary field in the Account Plan Objective record. Active
            Get Interaction Summary Details This prompt flow retrieves the details of the last five interactions and interaction summary records related to the account plan objective, and sends the record details as prompt instructions to the related prompt template. Active
            Get Relationship Summary Details This prompt flow retrieves the details of object records such as opportunities, cases, and the related interaction and interaction summary records, and sends the record details as prompt instructions to the related prompt template. Active

            See Also

             
            Loading
            Salesforce Help | Article