Exporting an Account Summary as a Presentation

You can export an account summary as a PowerPoint presentation that uses a CS presentation template you or your administrator have created. This enables you to share the summary with stakeholders who must review it but do not have the licenses or permissions to generate summaries themselves. The exported file uses the AI-generated account summary content and retains the text formatting defined in the template.

If you edited any section of the account summary, the exported presentation contains your edited content rather than the original AI-generated content. For more information, see Account Summary Overview.

To export an account summary as a presentation:

  1. Go to the account record page that contains the account summary you want to export.
  2. Click Export Account Summary.
  3. In the Export as Presentation window, find the CS presentation template you want to use.
  4. [Optional] Enter at least three characters in the search field to filter the list by name, account, type, or description.
  5. Select a template.
  6. Click Export.

The presentation is downloaded as a PPTX file named after the account, the summary type, and the current date. For example, an account summary exported for the Acme Corp account is named AcmeCorp_AccountSummary_08-09-2026-16-30-20.pptx.

Review the Account column to identify templates restricted to a specific account. Templates without an account are available for all accounts.

If no suitable template is available, you can create one without leaving the Export as Presentation window by clicking Create CS Presentation Template. After you create the template, it's automatically selected in the list, so you can click Export without searching for it. For more information, see Setting up CS Presentation Templates.

How the Summary Content Is Added to the Presentation

When you export a summary, the export adds the AI-generated content to the presentation in one of two ways, depending on the template you select:

  • If the template contains summary placeholders, the export replaces each placeholder with the matching summary section and keeps the formatting applied to the placeholder. Only the sections that have a placeholder are exported, so include a placeholder for every section you want in the presentation. For more information about placeholders, see CS Presentation Template Mappings.
  • If the template contains no summary placeholders, the export generates a slide for each summary section using the first Title and Body layout in the template. The section title becomes the slide title, and the section content becomes the slide body.

To export a summary, your template must contain either summary placeholders or a Title and Body layout. If it contains neither, the export cannot complete, and prompts you to add a placeholder or a Title and Body layout, or to select a different template.

Formatting That Is Not Exported

You can format the content of a section while you edit a summary. The exported presentation uses the formatting defined in the CS presentation template, so the following are not carried over to the exported file:

  • Images that you add to a section. The images appear in the edited section in Customer Success Cloud, but are not included in the exported presentation.
  • Internal and external links that you add to a section. The links remain available in the edited section, but for security reasons they are not included in the exported presentation.
  • Font style and size changes that you make while editing. The presentation template's settings take precedence.
  • Text alignment and indentation that you apply while editing.
Notes:
  • The Export as Presentation action is available only if you have access to the CS Presentation Template object. Contact your administrator if the action is not displayed.
  • The template grid in the Export as Presentation window displays only PowerPoint (PPTX) CS presentation templates of the type Account Summary. For more information, see CS Presentation Template Fields.
  • If your selected template is very large, the export uses Salesforce Content Deliveries to transfer the file. If Content Deliveries is not enabled in your org or you do not have the Create Content Deliveries user permission, the window displays an inline error. Contact your administrator to enable Content Deliveries and assign the permission.
  • If none of the account summary sections contain enough data, the Export as Presentation window states that there isn't enough data available to export.