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Enhanced Summary
Turn attachments into concise summary
- Industries
- Horizontal ProductCommunicationsHealthcare & Life Sciences
- Business Need
- ProductivityCustomer Service
- Requires
- Agentforce
- Compatible With
- Sales CloudService CloudHealth Cloud
Turn attachments (e.g. long call transcripts) into concise summary directly on Case record. This package provides ready-to-use AI Prompt Templates and an autolaunched Flow to summarize Case Description or an attached file and write the result to a field.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Agentforce
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudHealth Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
Additional Requirements
Prompt Templates are configured to use Salesforce-Managed Standard Configuration LLMs. Use this package with discretion to ensure that the selected LLMs meet Data Residency, Security and Compliance requirements of your Organization.
App Details
- Version
- Enhanced Summary/Spring 2025 1.0.0
- Listed On
- 09/23/2025
- Latest Release
- 09/23/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/15/2025
Additional Details
Turn attachments (e.g. long call transcripts) into concise summary directly on Case record. This package provides ready-to-use AI Prompt Templates and an autolaunched Flow to summarize Case Description or the most recent attached file and write the result to a summary field.
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