Your agents now have a more uniform experience when summarizing sales records. We simplified prompt instructions and integrated record snapshots for the Lead Summary, Contact Summary, and Deal Summary prompt templates. These changes improve data accuracy and provide a consistent format across prompt templates without any manual configuration.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Foundations and Agentforce for Sales or Agentforce for an Industry add-on license, and it's included in Agentforce 1 Sales or an Industry edition.
When: This change is available to customers in May 2026.
How: When users have the Sales Summaries User permission set, these prompt template improvements apply automatically to the Summarize Record agent action and the Record Summary component.