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Account Summarization Workflow
Account Summarization helps sales reps stay informed and prepared for provider visits with agent-generated summaries of the latest changes that have taken place in account since the user’s last interaction with the account. The agent-generated summaries are available on both on the web and in the mobile, and supports both online and offline viewing in the mobile.
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. |
By default, when the user interacts with the account for the first time, the summary generated shows the account’s key information and all the updates that have taken place in the record in the last 90 days.
The Account Summarization solution consists of flows, invocable actions, batch jobs, prompt templates, and cross-object graphs that all work together to summarize a provider account and its related records for the current user and the territory the account is part of.
The batch job and object meta data cache configurations help ensure that users have access to account summaries at all times. The batch job generates summaries at regular intervals, while the object meta data cache configurations sync the Provider Account Territory Summary records across the web and mobile devices, thereby enabling users to view the summaries even when they're offline.
Account Summarization Cross-Object Graph Template
Cross-object graphs represent a set of objects, and relationship between the objects, where the account-related information is stored. The graphs also contain information about the specific fields whose updates are fetched in the summarization flow.
Account Summarization cross-object graphs have the Account object as the root node. The records of the objects that are configured in the cross-object graph are sorted by the descending order of the last modified date.
You can create cross-object graphs with a predefined Account Summarization template that offer a complete view of the account and all its related objects. To get summaries of the latest changes in a record, you must enable history tracking for the fields configured in the template. To pass on relationship information to the Summarization flow, you must configure the graph as the org default or for specific profiles.
Run Account Summarization Batch Job Flow
The Run Account Summarization Batch Job schedule-triggered flow runs on a daily cadence and calls an action to run the Summarize Provider Accounts batch job. You can customize the date, time, and frequency of the flow according to your preference.
Summarize Provider Accounts Batch Job
The Summarize Provider Accounts batch job helps summarize the active provider accounts in bulk by launching the Generate Provider Account Territory Summary flow.
Generate Provider Account Territory Summary Flow
The Generate Provider Account Territory Summary flow calls the Get Object Relationship Data invocable action and the Get Life Sciences Configuration Field Names and Values invocable action to fetch data from the cross-objects graphs configured for Account Summarization. The output from the invocable action is passed into the Summarize Provider Account Related Information prompt template to generate the account summary.
Summarize Provider Account Related Information Prompt
The Summarize Provider Account Related Information prompt template generates summaries of the objects and fields configured in the cross-object graph, and formats and categorizes the output in the following JSON format.
{"keyInfo": [{"sectionName": "","sectionData": [{"data": ""}]}],"changeInfo": [{"sectionName": "","sectionData": [{"data": ""}]}]}The summary information is stored in the Provider Account Territory Summary records and displayed on the account’s record page on the web, and in the account’s profile on the iPad.
