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            Get AI-Generated Summaries of Accounts, Contacts, Leads, and Opportunities

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            Get AI-Generated Summaries of Accounts, Contacts, Leads, and Opportunities

            Harness the power of generative AI to help sales teams access key information about essential records. With Einstein Summary, sales reps can get up to speed, stay up to date, and better prepare for customer conversations. They don’t have to manually sift through details or leave the record page so they can save time and effort.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited editions with the Agentforce for Sales or Industry add-on license or included in Agentforce 1 Sales Edition

            Adding Einstein Summary to Sales Record Pages

            Add the Einstein Summary Lightning component to account, contact, lead, or opportunity record page layouts via Lightning App Builder. For Salesforce orgs created after August 6, 2025, the component is automatically added to the default record page layouts for these objects.

            A lead record page layout with the Einstein Summary component added to it in Lightning App Builder

            Generating Summaries on Sales Records

            Users assigned the Einstein for Service Innovations and Einstein Sales Summaries User permissions sets can generate and copy summaries. After generating a summary, users can continue with Agentforce to get more information, ask follow-up questions, or take more actions.

            The Einstein Summary component showing a generated summary for an account

            Users who have access to multiple employee agents don’t see the Continue with Agentforce button. To make sure that users have this option when your org has multiple employee agents, assign them permissions to only one employee agent.

            See Also

             
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