---
schema_version: "1"
id: a5bdc093bfd7ec21459fdac4bf9b5b47fc50e90d619260146c67ae80e3f2b2b3
title: Create an Advising Summary
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_create_an_advising_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_create_an_advising_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cee2f358e07a172b479d11adffee34fa0d89ef1581f0a0e3ecf0d960aab4dcb8
description: Use Einstein Advising Summary in Education Cloud to summarize a learner’s advising case.
products:
  - Education
release: "264"
---
# Create an Advising Summary

Use Einstein Advising Summary in Education Cloud to summarize a learner’s advising case.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions">
        <caption>Required Editions</caption>
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        </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;">
              <p>Available in: <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions
                with Education Cloud and the Agentforce for Education add-on license. Einstein
                generative AI is available in Lightning Experience.</p>
              <p style="margin-bottom:0;">To purchase the Agentforce for
                Education add-on, contact your Salesforce account executive.</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d40981e63">USER PERMISSIONS NEEDED</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d40981e65">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="USER PERMISSIONS NEEDED" class="slds-cell-wrap" style="vertical-align:top;" headers="d40981e63 ">To create advising summaries:</td>
            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d40981e65 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Prompt Template User</p>
            </td>
          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Cases**.
2. Click any case record of the advising case record type.
3. Go to the tab with the Einstein Summary component.
4. To accept the disclaimer and proceed, click **Got It**.
    
    Einstein analyzes and generates a summary of the case.
5. To regenerate a summary, click **Generate Summary**.
6. If necessary, edit or copy the summary.
7. Save your changes.
    
    The summary is saved as a comment related to the case.