Set Up Einstein Summaries for Business Relationship Plan
Configure AI-powered summaries for business relationship plans with prebuilt prompt
templates and a Flexcard. Increase the productivity of relationship managers by providing them a
quick business synopsis and client meeting summaries to create and manage business relationship
plans.
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
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.
Add Relationship Summary Field Component to Account Plan Record Page Make the Relationship Summary component available to your relationship managers by adding it to the account plan record page. Relationship Managers can use the relationship summary to generate a business synopsis of their client account.
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