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            Configure Quick Account Summary

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            3. Agentforce Life Sciences

            Configure Quick Account Summary

            Add quick account summary to the Next Best Customer card so users can evaluate account recommendations at a glance, eliminating the need to navigate to rationale pages.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

            Before you add a quick summary to the Next Best Customer card, create a custom field for an account-related object.

            1. From Setup, in the Quick Find box, find and select Actionable Relationship Center.
            2. Edit the NBC Card template, and click Switch to Card.
            3. Add a new element or select an existing element to add the custom field.
            4. Click Add Field.
            5. For Source Object, select the object that you've created a custom field for.
            6. For Source Field, select the custom field.
            7. Optionally, select the font size.
            8. For quick rationale summaries, provide your own data or use Agentforce for Account Summarization.
             
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