---
schema_version: "1"
id: cb2c9f10bffd17d0281aa0d5a921793a6c264bd05c2989dd96432ff56ac80ecb
title: Einstein Summary Components for Loyalty Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_gen_ai_use.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_gen_ai_use.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04b64b99b3d292e8f74fd47e628390af4e1545f989b47e5a33b41a1615db04a1
description: After admins turn on Einstein for Loyalty Management, the Einstein Summary component is automatically added to the Loyalty Program record page and the Promotion record page. Users can use Einstein Summary to securely generate summaries for their loyalty programs and loyalty promotions.
products:
  - Loyalty Management
release: "264"
---
# Einstein Summary Components for Loyalty Management

After admins turn on Einstein for Loyalty Management, the Einstein Summary component is automatically added to the Loyalty Program record page and the Promotion record page. Users can use Einstein Summary to securely generate summaries for their loyalty programs and loyalty promotions.

### 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>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management, Data Cloud, and Einstein for Service or Einstein for Sales</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_note.png)

Note Einstein for Loyalty Management is a beta service that’s subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/?_ga=2.247987783.1372150065.1709219475-629000709.1639001992). Use of this beta service is at the Customer's sole discretion.

This feature uses Einstein Generative AI and consumes Einstein Requests. Einstein Generative AI Features are provided on a separate infrastructure with different security protections and physical hosting locations than the Services. See Salesforce Trust and Compliance Documentation for more information.

Here's how the Einstein Summary component works on each of the pages supported in the Loyalty Management app:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:20%">
        <col style="width:20%">
        <col style="width:20%">
        <col style="width:20%">
        <col style="width:20%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32963e93">Page</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32963e96">Component Name</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32963e99">Summary Outline</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32963e102">Collaterals Used to Generate Summary</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32963e105">Limitations</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e93 ">Loyalty Program Record Page</td>

          <td data-label="Component Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e96 ">Loyalty Program Summary</td>

          <td data-label="Summary Outline" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e99 ">
            <p>The summary consists of the loyalty program's:</p>
            <ul>
              <li>Objectives</li>
              <li>Tier groups along with the details of each tier</li>
              <li>Benefits</li>
              <li>List of active promotions</li>
              <li>List of activities for which members can accrue and redeem points</li>
            </ul>
          </td>

          <td data-label="Collaterals Used to Generate Summary" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e102 ">
            <ul>
              <li>Prompt template: Summarize Loyalty Program</li>

              <li>Context definition: Loyalty Program Summary</li>

            </ul>
          </td>

          <td data-label="Limitations" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e105 ">
            <p>The Einstein Summary component displays up to:</p>
            <ul>
              <li>Five tier groups with five tiers in each tier group</li>

              <li>Five benefits of each tier</li>

              <li>Five loyalty program currencies</li>

              <li>Five most recently created active promotions for a loyalty program.</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Page" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e93 ">Promotion Record Page</td>

          <td data-label="Component Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e96 ">Loyalty Promotion Summary</td>

          <td data-label="Summary Outline" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e99 ">
            <p>The summary consists of the loyalty promotion's:</p><a name="loyalty_gen_ai_use__ul_nmy_31f_hdc"><!-- --></a>
            <ul id="loyalty_gen_ai_use__ul_nmy_31f_hdc">
              <li>Status</li>
              <li>Offer period and enrollment period</li>
              <li>List of eligible activities and eligibility criteria</li>
              <li>List of rewards offered</li>
            </ul>
          </td>

          <td data-label="Collaterals Used to Generate Summary" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e102 ">
            <ul>
              <li>Prompt template: Summarize Loyalty Promotion</li>

              <li>Context definition: Loyalty Promotion Summary</li>

            </ul>
          </td>

          <td data-label="Limitations" class="slds-cell-wrap" style="vertical-align:top;" headers="d32963e105 ">
            <p>The Einstein Summary component displays up to:</p>
            <ul>
              <li>Five partner products of the promotions.</li>

              <li>Five Data Cloud segments associated with the promotion</li>

            </ul>
            <p style="margin-bottom:0;">The Einstein Summary component generates summaries for promotions that are
              created using the Quick Promotion guided setup and associated with a loyalty
              program.</p>
          </td>

        </tr>
      </tbody>
    </table>