Get Started with Einstein Summary
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how Einstein Summary streamlines work with AI-generated summaries and insights.
- Identify common use cases where it saves time and improves decision-making.
- Explain the key benefits of using Einstein Summary across different teams and industries.
Learn How to Handle Too Much Data with Too Little Time
There’s a quiet revolution happening in the way people work. You’ve probably felt it too, that moment when you stop juggling tabs, scrolling through endless records, and start letting AI do the heavy lifting. Suddenly, your time shifts back to what actually matters. If you’re in sales, that might mean building real relationships instead of updating notes. In service, it’s resolving issues faster instead of digging through case histories. In healthcare, it’s focusing on patients, not paperwork. The idea is simple: let AI handle the grunt work so you can do the human work.
Your business already trusts Salesforce to manage customer relationships. This means your users spend their days deep in the details, working across records, and making sense of a lot of data. Let’s explore what this looks like in the different areas of your business.
- In sales, they’re digging through multiple customer accounts at once to prepare for meetings, uncover opportunities, and tailor their pitch.
- In service, they’re reviewing hundreds of cases to understand customer issues and deliver fast, high-quality support.
- In marketing, they’re analyzing campaign performance and engagement data to find out what’s working, who to target next, and how to personalize every message.
- In revenue operations, they’re managing quotes, contracts, and billing data to keep deals moving and ensure revenue flows smoothly.
- In financial services, they’re reviewing client portfolios, policy details, and life events to provide timely, personalized advice that builds trust.
All that data is powerful, but it can also feel like a lot. The challenge isn’t having information, it’s turning it into clear, actionable insight, exactly when and where you need it.
Introducing Einstein Summary
The Einstein Summary feature cuts through the noise, helping you focus on what truly matters. It delivers AI-generated summaries and insights directly within your Salesforce records, so you can grasp the full context without switching tabs or wading through pages of details. With a single click, you see clear, consistent information distilled from the data you already trust. Whether you’re preparing for a customer call, reviewing a case, or pursuing a new opportunity, Einstein Summary provides you with the information you need.
A common challenge your sellers face is context switching. Every day, they juggle multiple discovery meetings, and to prepare for each one, they need to dig through account details and history to make sure they’re ready to meet with clients. It’s valuable work, but can also be time-consuming.
With Einstein Summary, you can create a prompt called 5-Minute Account Prep, and add it to the account record. With a single click, your sellers instantly get a concise, AI-generated summary of the most important information they need: a quick, 5-minute prep before each meeting with all the relevant details to have a productive meeting.
This is just one example. Einstein Summary supports both Record Summary and Field Generation prompt template types across all your Standard and Custom Objects. That means you can apply it to countless use cases to streamline workflows and simplify your team’s day-to-day operations.
- A care coordinator instantly views a patient’s recent visits, medications, and follow-up actions without needing to click through multiple records.
- A customer service supervisor automatically generates next-step recommendations for open cases, helping agents respond faster and more consistently.
- A store manager reviews a concise summary of a shopper’s order history, returns, and preferences before reaching out with a personalized offer.
- From healthcare to retail to public service, Einstein summaries empowers your users to work smarter and serve customers better. It’s not just about saving time; it’s about unlocking the full potential of your data, your team, and your business.
Explore the Value of Einstein Summary
Now that you’ve seen what Einstein Summary can do, let’s explore the value it brings to your team.
-
Efficiency that scales: Automate data summarization and eliminate the need to manually search and compile information, so your teams can focus on high-impact work.
-
Insight in context: Get AI-driven summaries and recommendations directly within your workflow right where you’re already working, so context is never lost.
-
Leverage agentic capabilities: Move the conversation from Einstein Summary to Agentforce with full context for more complex and tailored use cases.
-
A seamless experience: Access insights more easily with clearer navigation, improved usability, and a design that works smoothly on mobile devices.
Wrap Up
Einstein Summary helps you engage more effectively with your data and uncover real value from it. It simplifies work, giving your teams more time to focus on what matters most. How you use it and how you empower your users depends on the challenges you want to solve.
In the next unit, you put on your admin hat to identify where your teams face roadblocks and learn how to set up Einstein Summary to help them succeed.