使用关系汇总，以帮助关系经理减少手动检查最新更新的开销。当新的个案或业务机会记录添加到客户时，或者当新的交互添加到业务机会记录时，关系经理可以获得最新的关系汇总。在上次交互汇总生成后，当新的交互记录添加到客户计划目标时，关系经理可以刷新交互汇总。如果他们对回复不满意，他们可以要求 Einstein 重写草稿。
所需的 Edition
适用于：Lightning Experience in Enterprise and Unlimited Editions, 启用了 FSC Sales & Service 许可证或 FSC Sales 许可证和 Einstein for Sales 加载项
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