Step-by-Step Guide to Record Summary Prompt Template

The Record Summary Prompt Template in Salesforce leverages generative AI to provide a concise summary of key information about a record. This is particularly useful when data is spread across multiple fields on an object. Instead of reviewing each field individually, you can view all the critical information in a condensed format that is easy to read and digest.

For example, consider a complex opportunity record with dozens of fields. Instead of scrolling through all the details, you could use a Record Summary Prompt Template to get a quick overview, such as: “This is a high-value opportunity for 500 new laptops with ACME Corp, currently in the proposal stage with a potential close date next quarter.”

Benefits of Record Summary Prompt Template

The Record Summary Prompt Template offers several advantages, making it a valuable tool for Salesforce users:

1. Enhanced Productivity: No more digging through records to find the information you need. Summaries are readily available, saving you precious time.
2. Improved user experience: Provides a more natural, conversational way to interact with data.
3. Better Decision-Making: A clear and concise summary at your fingertips facilitates faster and more informed decisions.
4. Streamlined Collaboration: Share summaries with your team, ensuring everyone is on the same page.
5. Customization: Tailor summaries to your specific needs, in the format you want, highlighting the most important information for your business.

Business Use-Cases

• Sales: Reps can quickly review account or opportunity summaries before calls or meetings.
• Customer Service: Agents can get a quick overview of a case or customer history at the start of an interaction.
• Incident Management: Summaries can highlight key aspects of incidents, such as causes, actions taken, and preventive measures.
• Healthcare: Doctors can receive a concise summary of a patient’s recent history and key health indicators.
• Recruitment: HR professionals can get a snapshot of a candidate’s qualifications and interview feedback.
• Project Management: Summaries can provide an overview of the current project status, highlight key challenges, and outline upcoming milestones.

Step-by-Step Guide: Summarizing Feedback Submitted by Customers

In this step-by-step guide, we’ll use the Record Summary Prompt Template to summarize feedback received from customers. Customer feedback often includes free-text fields where they share their likes, dislikes, and suggestions. Using a Record Summary Prompt Template simplifies the process of distilling the overall sentiment and identifying the top three takeaways.

With this prompt template, we will:

1. Identify the customer’s sentiment in the feedback.
2. List the top three takeaways from the feedback.

Here’s an example of how the feedback summary will look once configured:

Doesn’t this make it much easier to read and digest the information?

Follow this guide to see how easy it is to build this feature. It won’t take more than 20-30 minutes to configure and test. The guide covers how to:

1. Sign Up & Set Up Einstein Generative AI Trial Org
2. Complete the Pre-Work
3. Create Prompt Template
4. Create Agent Custom Action
5. Assign Custom Action to Einstein Copilot Agent
6. Test Prompt Template with Einstein Copilot Agent

In the overall flow of Agentforce, the following diagram highlights the key components that we will cover in this guide.

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

Conclusion

The Record Summary Prompt Template enhances productivity and decision-making by providing clear and concise summaries, allowing users to quickly understand critical information.

References & Useful URLs

• Salesforce help article – Prompt Template Types