Setup Overview
Here's an overview of the steps to enable the Generate Account Descriptions feature.
| Step | Description | More Information |
|---|---|---|
| 1 |
On the Intelligence in Sales Feature Opt-in page, enable Use Generative AI Features in Sales. You must opt in through rather than through the Opt-in page in Setup and Maintenance. |
Enable Generative AI Features in the Sales Offering |
| 2 | In a sandbox, open Application Composer, click Smart Actions , and enable the Generate Account Description smart action. | Enable the Generate Account Description Smart Action |
| 3 | The account description text is stored in a long-text field that you create in Application Composer. | Create a Long Text Field for the Descriptions |
| 4 | Add the long-text field to the Summarize UI layout in Oracle Visual Builder Studio. | Configure the Layout in VB Studio |
| 5 | You can fine-tune the prompt used by the LLM to call out different types of information in the description it generates. | Modify the GenAI Prompt |
| 6 | Generate a description to test your setup. | Generate Account Descriptions |