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            Use the Participant Summary Subagent

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            Use the Participant Summary Subagent

            Generate a comprehensive overview of a participant and their program engagement to prepare for meetings and review recent activity.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, Unlimited, and Developer Editions with the Agentforce for Nonprofits Add On license, or the Agentforce 1 Nonprofit Edition, where Program Management is enabled. Requires each user to have the Agentforce or Einstein add-on to access the actions.
            User Permissions Needed
            To use Program Management: See Program Management Editions and Permissions
            To run actions in Employee Agents: SEE THIS PAGE FOR DETAILS
            To run flows: Run Flows
            To run prompt templates: Prompt Template User permission set
            To use the Program Management generative AI features: Programs Assistive AI permission set
            To use the Prepare Participant Summary action: Advanced Program Management permission set

            Case managers and program staff can request a summary at any time. Quickly get up to speed on a participant's recent history, upcoming milestones, and related records without navigating multiple pages.

            The Prepare Participant Summary action retrieves data from these objects while generating summaries.

            • Account
            • Application Form
            • Assessment
            • Benefit Assignment
            • Benefit Disbursement
            • Care Barrier
            • Care Plan
            • Goal Assignment
            • Interaction
            • Interaction Summary
            • Program Enrollment
            • Public Complaint
            • Record Alert
            • Referral
            • Task

            A comprehensive participant summary includes these sections, subject to data availability.

            • Program Summary
            • Last Disbursement
            • Record Alerts
            • Coming Up Next (Goals, Tasks, Application Forms)
            • Recent Meeting Notes
            • Related Records Recap

            You can also request a targeted summary of a specific related record type. After you specify a record type, such as interactions or benefits, the agent generates a shorter, focused summary instead of the full overview.

            1. To open the agent, click the Agentforce icon (Einstein icon).
            2. Enter a request into the Agentforce panel that includes keywords such as summarize, tell me about, overview, or how is [person] doing.
              Request Example Result
              Summarize Alex Parker's engagement for the last month. Generates a full summary of Alex Parker's program engagement over the past 30 days, including recent notes, benefit disbursements, and upcoming tasks.
              Tell me about Maria Carter. Generates a full summary of Maria Carter's program engagement over the default time range (90 days).
              Give me an overview of Jordan Bennett's interactions. Generates a targeted summary focused on Jordan Bennett's interaction records.
              Summarize what benefits Alex Parker received last week. Generates a targeted summary of Alex Parker's benefit disbursements from the past week.
              Note
              Note When you don't specify a date range, the agent defaults to the last 90 days. To request a different time range, include specific time frames in your request, such as "last 30 days," "last 6 months," or "since March 1."
            3. Review the generated summary.

            The agent generates a participant summary based on your request and the available data for the specified time range.

            Keep these guidelines in mind while using the Participant Summary subagent.

            • Include keywords such as summarize, tell me about, overview, or how is [person] doing in your request to help the agent identify your intent.
            • Clear your agent conversation history between participants to avoid confusion while switching context.
            • The default data range is 90 days unless your admin has customized it. Specify a different range in your request if needed, such as "last 60 days" or "since January."
            • The agent doesn't answer general Salesforce or FAQ-style questions.
            • Specific questions about content within records aren’t yet supported. For example, "When did I last talk to Aaron about his resume?" isn’t supported.
            • Links to records and citations aren’t included in the summary output.
            • If a section has no data for the specified time range, the agent omits that section from the summary.
             
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