SECTIONSAccount Summary Lightning Component Fields
The tables below show the buttons and fields available for the account summary in the CSC AI Record Summary Lightning component on account record pages. For more information about this component, see Customer Success Cloud Lightning Components.
The CSC AI Record Summary component also displays other summary types. You select the summary you want to view using the drop-down next to the summary name, and the buttons available depend on the summary you select.
Buttons
The table Buttons for the Account Summary details the buttons available when you select the account summary.
| Button | Name | Description |
|---|---|---|
| Generate | Generate | Generates the account summary. Displays when no summary has been generated yet. |
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Edit | Opens the Edit Account Summary window, where you can change the generated content of each section. The Suggested Expansion Opportunities section is read-only. |
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Export as Presentation | Opens the Export as Presentation window, where you select a CS presentation template and download the account summary as a PowerPoint presentation. Displays only if you have access to the CS Presentation Template object. |
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Save Account Summary | Saves the account summary so that you can revisit and reuse the summarized content at any time without having to regenerate it. Displays only if you have permission to create CS AI summary records. |
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Regenerate Summary | Generates a new account summary, replacing the current one. |
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Like | Marks the AI-generated content for this section as helpful. The feedback helps improve future AI output. |
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Dislike | Marks the AI-generated content for this section as not helpful. The feedback helps improve future AI output. |
Fields
The table Fields for the Account Summary details the fields available before you generate the summary.
| Field | Description |
|---|---|
| End Date | The end of the period that the account summary covers. Defaults to today. |
| Start Date | The start of the period that the account summary covers. Defaults to six months before today. |
Summary Sections
The generated account summary is organized into sections that display as tabs on narrow layouts and as a vertical list on wider layouts. Each section shows the period it covers alongside the date and time it was generated, or the date and time it was edited. In the Suggested Expansion Opportunities section, the Create Expansion Opportunity next step enables you to create an expansion opportunity record, with the description automatically populated from the AI-suggested expansion opportunities. For more information, see Account Summary Overview.