Learn How to Set Up the Summary Document Component

Learn how to set up the Summary Document component to quickly and easily access information and be better prepared for client meetings. The Summary Document component uses the Document Generation feature to generate documents that use the specified sample Server-Side OmniScripts. You can also create your own OmniScripts to generate documents.

(Salesforce Cloud product names are now Agentforce-branded – for example, Sales Cloud is now Agentforce Sales. You may still see Cloud names in Salesforce applications and documentation.)