Executive Briefing Lightning Component Fields

The tables below show the buttons and fields available for the executive briefing 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 Executive Briefing details the buttons available when you select the executive briefing.

Buttons for the Executive Briefing

Button	Name	Description
Generate	Generate	Generates the executive briefing. Displays when no briefing has been generated yet.
	Edit	Opens the Edit Executive Briefing window, where you can change the generated content of each section.
	Export as Presentation	Opens the Export as Presentation window, where you select a CS presentation template and download the executive briefing as a PowerPoint presentation. Displays only if you have access to the CS Presentation Template object.
	Save	Opens the Save Executive Briefing window, where you name the briefing and save it as a CS AI Summary record so that you can revisit and reuse the content at any time without having to regenerate it. Displays only if you have permission to create CS AI summary records.
	Regenerate Summary	Generates a new executive briefing, replacing the current one.
	Like	Marks the AI-generated content for this section as helpful. The feedback helps improve future AI output.
	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 Executive Briefing details the fields available before you generate the briefing.

Fields for the Executive Briefing

Field	Description
End Date	The end of the period that the executive briefing covers. Defaults to today.
Start Date	The start of the period that the executive briefing covers. Defaults to six months before today.

Summary Sections

The generated executive briefing 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. The Executive Overview, Key Achievements, Risks and Challenges, and Growth Opportunities sections also list the CS Activity records used to generate them in a Sources list. For more information, see Executive Briefing Overview.