CS AI Summary Fields

The CS AI Summary object includes the following fields.

Key:

R – Read-only, * – Mandatory field

CS AI Summary Fields
Field   Description
Account   The account associated with the AI-generated summary.
Content   The content of the summary.
End Date   The end date of the period analyzed for the AI-generated summary. This field is automatically populated when the summary is saved, using the period that the summary covers.
Name * The name of the AI-generated summary.
Start Date   The start date of the period analyzed for the AI-generated summary. This field is automatically populated when the summary is saved, using the period that the summary covers.
Type *

The type of the AI-generated summary. The available types are:

  • Account Summary
  • Business Review Summary
  • Executive Briefing
  • Expansion Opportunity Identification