Rating
5.0
Reviews
2
Pricing
Free
Listed since
2025

About Enhanced Summary

Turn attachments into concise summary

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.

Highlights

  • Summarize Case Description text or attached file via AI
  • Clinical summary with category recommendation
  • Zero-code Flow automation with record-triggered orchestration
  • Least-privilege access via packaged Permission Set

Screenshots

Design of Enhanced Summary

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Design of Enhanced Summary

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Health Cloud
Requires
  • Einstein 1
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Salesforce security review
Passed on September 15, 2025
Industries
  • Horizontal Product
  • Communications
  • Healthcare & Life Sciences
Languages
  • English