Skip to content
A user prompts Einstein Copilot to summarize a customer support interaction about a login problem.
Financial Services

Client Support Summaries

Accurately summarizing client support interactions takes detailed review, and can be prone to human error. Einstein Copilot’s generative AI can synthesize support interaction data to create concise, accurate summaries to ensure consistency and save time.

A Prompt Template Text input window.
Prompt Template: Custom

Summarize Open Cases

Overview
Summarize open cases for an account, grouping by priority.

Objects Referenced
Accounts, Cases

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Prompt Template: Custom

Summarize Open Orders

Overview
Summarize open orders for a client to help prioritize which ones to focus on.

Objects Referenced
Accounts, Orders

Template Type
Field Generation

Data Sources
CRM

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Promot Template: Custom

Summarize Invoices

Overview
Summarize invoices to help get an understanding of what’s happening with a client regarding billings or payments.

Objects Referenced
Accounts, Invoices

Template Type
Field Generation

Data Sources
CRM

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Prompt Template: Custom

Summary of Activities

Overview
Summarize recent activities for a client grouping by priority.

Objects Referenced
Accounts, Activities

Template Type
Field Generation

Data Sources
CRM

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Prompt Template: Custom

Summarize Open Opportunities

Overview
Summarize open opportunities to help prioritize which ones to focus on.

Objects Referenced
Accounts, Opportunities

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
A Prompt Template Text input window.
Prompt Template: Custom

Insurance Policies

Overview
Summarize insurance policies including information on the number of policies, dates, and other key information.

Objects Referenced
Accounts, Insurance Policy, Insurance Policy Asset

Template Type
Field Generation

Data Sources
CRM, Flow

How to Use This Template

  1. Create a new template using the one shown here as a base, and add your own data.
  2. Edit a Lightning page using Lightning App Builder and assign the template to a Field.
Get prompt template
Salesforce Einstein mascot with examples of prompts for prompt builder.

Build your own custom solution.

Learn how to create prompts for your business needs and bring them into the flow of work.

Read the guide

Explore other AI use cases.

See all AI use cases

Ready to take the next step with the world’s #1 CRM for AI?

Talk to an expert.

Tell us a bit more so the right person can reach out faster.
Request a call

Stay up to date.

Get the latest research, industry insights, and product news delivered straight to your inbox.
Sign up for newsletter