---
schema_version: "1"
id: f3dcf24a96c0395106497b8c4c837f5634b536a58c2d2585540c7527f0a6728c
title: Get AI-Generated Summaries of Accounts, Contacts, Leads, and Opportunities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_core_einstein_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_core_einstein_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 56464bf74464f32c2afd703253e6b2e7c10934845291e579f90e04d75ed12291
description: Harness the power of generative AI to help sales teams access key information about essential records. With Einstein Summary, sales reps can get up to speed, stay up to date, and better prepare for customer conversations. They don’t have to manually sift through details or leave the record page so they can save time and effort.
products:
  - Sales Cloud
release: "264"
---
# Get AI-Generated Summaries of Accounts, Contacts, Leads, and Opportunities

Harness the power of generative AI to help sales teams access key information about essential records. With Einstein Summary, sales reps can get up to speed, stay up to date, and better prepare for customer conversations. They don’t have to manually sift through details or leave the record page so they can save time and effort.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> editions with the Agentforce for Sales or Industry add-on license or included in Agentforce 1 Sales Edition</td></tr></tbody></table>

## Adding Einstein Summary to Sales Record Pages

[Add the Einstein Summary Lightning component](https://help.salesforce.com/s/articleView?id=ind.einstein_summary_add_to_page.htm&language=en_US) to account, contact, lead, or opportunity record page layouts via Lightning App Builder. For Salesforce orgs created after August 6, 2025, the component is automatically added to the default record page layouts for these objects.

![A lead record page layout with the Einstein Summary component added to it in Lightning App Builder](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_core/sales_core_einstein_summary_builder.png)

## Generating Summaries on Sales Records

Users assigned the Einstein for Service Innovations and Einstein Sales Summaries User permissions sets can generate and copy summaries. After generating a summary, users can continue with Agentforce to get more information, ask follow-up questions, or take more actions.

![The Einstein Summary component showing a generated summary for an account](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_core/sales_core_einstein_summary_cmp.png)

Users who have access to multiple employee agents don’t see the Continue with Agentforce button. To make sure that users have this option when your org has multiple employee agents, assign them permissions to only one employee agent.

#### See Also

- [Einstein Summary](https://help.salesforce.com/s/articleView?id=ind.einstein_summary.htm&language=en_US)
- [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US)