---
schema_version: "1"
id: 184893c2ba2f8a5acba88d7156aa104ac1b18fa3f86d5e95cb899c12ba7b17d3
title: "Use case: Summarizing Account Records"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/account_summary_agent.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.account_summary_agent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0a5bcd90746783efb11a6b995899ae890c74f178284384893016f4993f9fc6e1
description: Using the Summarize Account Record action and Account Summary topic, a telesales rep can get the account details of a customer when talking to then.
products:
  - Consumer Goods
release: "264"
---
# Use case: Summarizing Account Records

Using the Summarize Account Record action and Account Summary topic, a telesales rep can get the account details of a customer when talking to then.

An account summary includes these details.

- Comprehensive account overview based on historical data.
- Retail store compliance summary for facing, promotion, shelf-share, and out-of-stock products.
- Key account performance insights such as highest- and lowest-performing products and revenue from orders.
- Historical orders and visits analysis to get insights on operational issues and facings, sorted by accounts, overdue tasks, sales trends.

To build this use case, create the prompt template, agent action, and agent topic described in the following topics.

- **[Create Prompt Template: Summarize Account Record](https://help.salesforce.com/s/articleView?id=ind.account_summary_prompt_template.htm&release=264.0.0&type=5)**  
    The Summarize Account template creates an account summary that includes account performance, account compliance, and product recommendations to upsell.
- **[Create Agent Action: Summarize Account Record](https://help.salesforce.com/s/articleView?id=ind.account_summary_agent_action.htm&release=264.0.0&type=5)**  
    The Summarize Account action summarizes an account record. The summary includes account performance with top and bottom selling products, revenue based on historical orders, account compliance based on store audits and product surveys, and product recommendations to upsell.
- **[Create Agent Topic: Account Summary](https://help.salesforce.com/s/articleView?id=ind.account_summary_topic.htm&release=264.0.0&type=5)**  
    The Account Summary topic uses the Summarize Account Record to give telesales reps the summary of an account.