---
schema_version: "1"
id: 119509fbc8ec7abf1b524cd673d73c0bbecbeb7a5c250bb12a9a16598d3ae8d5
title: Slack | Create an Account Executive Brief
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_slack_create_account_executive_brief.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_slack_create_account_executive_brief.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 808a01650100b257acaf5bb84db050bfb2df9d849a2f8439a3bfc164d36707ee
description: Generates an executive brief using details in a given account record.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Slack | Create an Account Executive Brief

Generates an executive brief using details in a given account record.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations, or <strong>Agentforce 1</strong> or <strong>Einstein 1</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d71032e77">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d71032e80">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d71032e77 d71032e80 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateAnExecutiveBrief</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Executive Brief prompt template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateAnExecutiveBrief</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://slack.com/help/articles/36218109305875-Set-up-and-manage-Agentforce-in-Slack" target="_blank">Set up and manage Agentforce in Slack</a></td></tr></tbody></table>

## Create an Account Executive Brief and Prompt Templates

By default, this agent action uses the Create an Executive Brief prompt template to summarize a provided account record. The action then passes the summary to the [Create a Slack Canvas](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_create_canvas.htm&language=en_US) action to create the brief.

If you like, you can create your own [prompt template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_build_template.htm&language=en_US) to customize the format of the output. After you create your prompt template, change the instructions in the General Slack Subagent to reference your new prompt template. Be sure to add the [Create a Slack Canvas](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_create_canvas.htm&language=en_US), [Update a Slack Canvas](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_update_canvas.htm&language=en_US), and [Share Slack Canvas](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_slack_share_slack_canvas.htm&language=en_US) actions.