---
schema_version: "1"
id: ded16c7a01a8fd2fadd2936076625d53962ff859ffda14db89cd50338757b527
title: "Create Agent Action: Summarize Account Record"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/account_summary_agent_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.account_summary_agent_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 74aa8945a4fc550607e29a7ef7cead2e301de72f7a2df9f99d56fd2d409caa3a
description: 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.
products:
  - Consumer Goods
release: "264"
---
# Create Agent Action: Summarize Account Record

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.

### Required Editions

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              <p>Available in: Lightning Experience </p>
              <p style="margin-bottom:0;">Available in: <strong>Agentforce 1</strong>, <strong>Einstein 1</strong>, <strong>Enterprise</strong>, and
                <strong>Unlimited</strong> editions with Consumer Goods
                Cloud Retail Execution and Agentforce for Consumer Goods Cloud add-on
                licenses.
              </p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10388e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10388e69 ">To create an agent action:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10388e69 ">
              <p>Manage AI Agents AND Manage Agentforce Employee Agents </p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;"> Customize
                Application</p>
            </td>

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

Before you begin,

- Review the [considerations for custom actions](https://help.salesforce.com/s/articleView?id=ai.copilot_considerations.htm&type=5&language=en_US).
- Make sure to [enable Agentforce in Retail Execution](https://help.salesforce.com/s/articleView?id=ind.retail_org_preference_agentforce.htm&release=264.0.0&type=5 "Enable Agentforce in the desktop app from the Setup page and assign permissions to your users. Turn on a sync setting for sales reps to interact with agents from a sidebar on their Consumer Goods Cloud mobile app on tablets.").

To create an agent action:

1. From Setup, in the Quick Find box, enter Agents, and then select **Agentforce Assets**.
2. Click **Actions**, and then click **New Agent Actions**.
3. For Reference Action Type, select **Prompt Template**.
4. For Reference Action, select **Summarize Account Record**.
5. For Agent Action Label, enter **Summarize Account Record**.
6. Click **Next**.
7. For Agent Action Instructions, enter Summarizes an account record, which includes these insights:Account performance with top 20% selling products, bottom 20% selling products, and revenue based on historical orders.Account compliance based on store audits and product surveys, such as promotional compliance, facing compliance, out-of-stock products, and product distribution status. Upsell product recommendations.
8. For Loading Text, enter Summarizing account record....
9. For objectToSummarize Instructions, enter The account record for which a summary is to be created..
10. For Prompt Response Instructions, enter The prompt response generated by the action based on the specified prompt and input.
11. For Prompt Response Instructions, select **Show in Conversation**.
12. Click **Finish**.

#### See Also

- [Salesforce Help: Create a Custom Agent Action](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_custom.htm&language=en_US)