---
schema_version: "1"
id: f6e8a4c0d21d0ecd53de126b923326f1cb4ca0749e9e28d7f28333ab61f680e2
title: Improve Sales Summary Quality with Enhanced Prompt Template Instructions
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_summaries_update.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sales_summaries_update.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3228a1afacb3d67dbb1940d3baa21c65d3982db07766488cbe8493fac2c8d863
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Improve Sales Summary Quality with Enhanced Prompt Template Instructions

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.

#### See Also

- [_Salesforce Help:_ Prompt Template Types](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_standard_template_types.htm&language=en_US)
- [_Salesforce Help:_ Agentforce Platform | Summarize Record](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_record.htm&language=en_US)