Loading
Salesforce now sends email only from verified domains. Read More
Build AI Solutions for Service
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
            Select Where Case Summaries Appear

            You are here:

            1. Salesforce Help
            2. Docs
            3. AI Solutions for Service

            Select Where Case Summaries Appear

            Select a destination for summaries on the case page.

            Required Editions

            1. Under Show Case Summaries, select Case Feed or Case Comments as the destination for summaries on the case page.
              Work Summaries for Case with the location options highlighted.
              When you select Case Feed, service reps can draft summaries from the Post tab in the Feed.
              Draft case summaries from the case feed posts.
              When you select Case Comments, service reps can draft summaries from the Case Comment tab in the Feed.
              Draft case summaries from the case feed comments.
            2. Turn on Case Summaries.

            Now that you've set up Case Summaries, see how they show up on the Case page.

             
            Loading
            Salesforce Help | Article