Stay up to date and ready for provider visits with Einstein-generated summaries of an
account’s key details and the latest updates.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life
Sciences Cloud for Customer Engagement, Agentforce for LifeSciences Cloud, Einstein
GPT Prompt Builder, and Einstein GPT Platform Add-on licenses, and the Life Sciences
Customer Engagement managed package.
Check recent interactions with an account on the go, on the web and on a mobile device. The
smart summaries capture all the changes in the provider account since your last provider
visit.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
