---
schema_version: "1"
id: c90b5885cda7407f9f60471697bbacbad6ebe2d93e16001c3e0ad5ab3024cc3a
title: Get AI-Generated Summaries for Your Deals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_sales_agents_sales_mgmt_ai_summarization.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sales_mgmt_ai_summarization.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 510f3f8aa93c8c7fb6206c3d1f9239ab6b4c55a309c63afae8c3b5f0d95b533f
description: Get quick answers and summaries about your deals without searching through emails or call transcripts. Use AI to catch up on recent activities, identify deal blockers, and prepare for meetings by asking specific questions or using suggested buttons.
products:
  - Cross Cloud
release: "262"
---
# Get AI-Generated Summaries for Your Deals

Get quick answers and summaries about your deals without searching through emails or call transcripts. Use AI to catch up on recent activities, identify deal blockers, and prepare for meetings by asking specific questions or using suggested buttons.

**Where:** This change applies to Lightning Experience in: **Enterprise**, **Performance**, **Unlimited**, and **Developer** Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.

**When:** This feature is available on May 15, 2026.

**How:** To get deal insights, set up Agentforce Account Management and Pipeline Inspection. Then, open the Pipeline Inspection side panel and click **Deal Summary**, **Last Interaction**, **Deal Strategy**, or **Next Steps**.

![Pipeline Inspection side panel showing options to generate deal insights](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/salesforce_release_notes/images/sales/rn_sales_agents_sales_mgmt_deal_insights.png)

#### See Also

- [_Salesforce Help:_ Agentforce Sales Management](https://help.salesforce.com/s/articleView?id=sales.sales_agent_sales_mgmt_parent.htm&language=en_US)
- [_Salesforce Help:_ Set Up Agentforce Account Management](https://help.salesforce.com/s/articleView?id=sales.account_mgmt_setup.htm&language=en_US)
- [_Salesforce Help:_ Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection.htm&language=en_US)
- [_Salesforce Help:_ Set Up Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_setup_parent.htm&language=en_US)
- [_Salesforce Help:_ Get AI-Generated Deal Insights in Pipeline Inspection](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_get_ai_deal_insights.htm&language=en_US)