Generate Sales Invoice Summary Prompt Template

ERP Cloud

The Generate Sales Invoice Summary prompt template is available in the Salesforce Prompt Builder. The prompt template generates the summary when you click Get Einstein's help in creating this field value. against the Invoice Summary field on a sales invoice record. You can use this summary in the Invoice Summary field and edit, if required.

Note:

Ensure that you are assigned the GenAI - Invoice Summary - View and Edit permission set.

For more information about SalesforcePrompt Builder and prompt templates, see the Salesforce Help and Salesforce Trailhead.

Prompt Template Data Sources

The prompt template extracts information from the following fields on a sales invoice:

  • Company and the contact details are extracted from this company.
  • Account and the preferred payment method is extracted from this account.
  • Invoice Date
  • Due Date

The prompt template extracts information from the following fields on a sales invoice line item:

  • Product Description
  • Subtotal
  • Tax Calculation
  • Total Amount Due