Deal Recap Powered by Einstein Generative AI

Summarize the history of closed opportunities, helping your team understand why a deal was won or lost with Deal Recap.

Important Deal Recap is available to customers who enable Einstein Conversation Insights for the first time starting in Spring ‘26. This feature is currently not supported for existing Einstein Conversation Insights customers whose data is scheduled for migration to the Salesforce Platform in Summer ‘26. See Einstein Conversation Insights Data Is Moving to the Salesforce Platform.

Deal Recap uses Einstein to analyze your closed opportunity data—including emails, calls, and field history—to generate a concise summary of the dealʼs lifecycle.

With Deal Recap, sales reps and leaders get an AI-generated overview of key events and interactions that led to the outcome. Sales reps can also regenerate the recap if they want to update any opportunity data being used to make sure that the historical record is accurate.

Deal recaps appear on the opportunity record page for Closed Won or Closed Lost opportunities and in Pipeline Inspection. You can customize deal recaps by selecting which data is used, adding custom data, and tailoring the prompt to control the recap’s output and format.

By default, recaps are generated for all opportunities, but you can specify which opportunities can generate a recap. If there isn’t enough data to produce a meaningful recap, the recap doesn’t appear. Deal recaps are visible only to users who have the required permission sets and access to the specific opportunities.

Note This feature does not draw down credits for AI usage if your org has Agentforce for Sales, Service, or Industry add-on license, or if your org has Agentforce 1 Edition for Sales, Service, or Industry. For more information on generative AI credit consumption, see Metering for Agentforce and Generative AI Usage. Credits can still be consumed by data services in Data 360 and other related usage.

• Set Up Deal Recap
  To generate summaries for closed opportunities, turn on Opportunity Closing Recap, configure which field you want to use for closing notes, and assign the required permissions for your team.
• Understand Deal Outcomes by Generating Closing Recaps
  Generate an AI-powered summary of a closed opportunity to capture the history of the deal and the reasons for its outcome.