Quickly catch up on cases with dynamic, AI-generated summaries tailored to your specific role and context. By surfacing only the essential information, Enhanced Summaries helps service reps and managers see precisely what is required for their role, reducing the time spent interpreting data and driving quicker, more informed customer interactions.
Where: This feature is available in Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Service add-on or Agentforce 1 Edition. To purchase the Agentforce for Service add-on or Agentforce 1, contact your Salesforce account executive.
When: The Enhanced Summaries feature is available starting on April 21, 2026.
How: In Setup, go to the Enhanced Summaries page and turn on Enhanced Summaries. In the Available Objects section, on the Case tab, turn on the toggle for Case. Then, set up case summary configurations for different roles, such as Service Rep or Manager.
