使用「關係摘要」來協助關係管理員減少手動檢查最新更新的負擔。新增「個案」或「機會」記錄至帳戶時,或新增互動至「機會」記錄時,關係經理可以取得最新的關係摘要。在最後一次互動摘要產生後,將新的互動記錄新增至帳戶計畫目標時,關係經理可以重新整理互動摘要。如果他們對回應不滿意,可以要求 Einstein 重新撰寫草稿。
必要版本
提供版本：已啟用 FSC Sales & Service 授權或 FSC Sales 授權和 Einstein for Sales 附加元件的 Lightning Experience Enterprise 和 Unlimited Edition
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