Loading
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
            Agentforce for Account Summarization

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Agentforce for Account Summarization

            Optimize visit-planning measures and improve provider engagement by leveraging the power of AI-generated summarization. Get real-time, data-driven insights and contextual information about an account's latest updates, historical interactions, and related records, tailored for the current user's assigned territory. Use natural language utterances to interact with persona-based agents in the intuitive and conversational Agent window to easily get account summaries on the go, on the web and on the iPad.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud for Customer Engagement Add-on license, Agentforce for Life Sciences Cloud, Flex Credits Metering, Agentforce Employee Agent, Einstein GPT Platform, Einstein GPT Copilot, and Einstein GPT Prompt Builder. Also available with Einstein GPT Trust and Genie Data Platform Starter add-on licenses.

            The Agentforce for Account Summarization solution consists of a topic, two actions, and a flow.

            • The Pre Visit Planning topic helps the agent summarize provider records in the context of the user's territory by using the Generate Healthcare Provider Summary action and the Identify Records By Name action to identify the provider record and the territory of the user.
            • The Pre Visit Planning topic also calls the Generate Account Summary flow which generates the account summary.

            To tailor the Agentforce for Account Summarization solution to your specific needs, customize the topic and related actions.

            • Set Up Agentforce for Account Summarization
              To start using the Agentforce features, make sure you enable Einstein Setup, visit-specific topics and actions, and account summarization. Also verify that you have records set up in your org.
            • Create an Agent for Account Summarization
              Provide key account managers, field sales agents, and medical science liaisons with intelligent agents who summarize information from multiple data points and offer key insights that support planning initiatives before a visit. Use predefined agent templates to configure agents that cater to the specific needs of personas in Life Sciences.
            • Account Summarization Flows for Agentforce
              The Generate Healthcare Provider Summary agent action invokes the Generate Account Summary flow, which determines if an existing summary record exists and if the existing summary record captures the latest updates in an account. If there are no summary records or if the account record has updates that haven't been summarized, the flow retrieves the latest summary details.
            • Provide Access to Your Pre Visit Planning Agent
              To help users access the Pre Visit Planning agent, create a permission set with agent access enabled, and assign it to the user. Or, provide agent access to your user's current profile.
             
            Loading
            Salesforce Help | Article