How can I change the layout of the predefined Description field for displaying generated account descriptions?

You can use Visual Builder Studio (VBS) to change the layout of either a custom field or a predefined existing field such as the Description field to display a summary of the account details generated by generative AI (GenAI). The generated description is displayed in the text area where you can review and change the description.

The following steps describe how to change the Description field as an example and assumes you've the appropriate roles to make the changes using VBS.

1. Navigate to the Account details page and then click Edit Page in Visual Builder Studio as shown and select your project and workspace that you want to change.

   

2. Click the layout (lightning) icon on the top left as shown:

   

3. Expand the Accounts node under Customer Experience (UX) and then click Summarize Layout dynamic form that uses GenAI to create a summary of the account details.

   

4. From the Display Logic section, click the highlighted icon to clone the IsDefault19 rule as shown:

   

5. Enter a meaningful Name in the Duplicate Rule dialog. For example, enter account_description_layout and click Duplicate. Keep the checkbox Also create a copy of the layout selected. This will clone the IsDefault19 rule with conditions and the layout.

   

6. Click the newly created cloned layout (account_description_layout) as shown:

   

7. From the Use Simple Layout section of the Layout page, click Select fields to display as shown:

   

8. By default, a set of fields get added to the layout. You must remove all these fields by clicking on the X icon at the end of each field as shown:

   

9. Search and select the custom field of type Long Text to use for saving the generated account description. For this example, the Description field is used.

   

10. From the Select fields to display section, click the added field Description which displays the field properties panel. Set the Column Span field property to 2.
11. Set the Template field property to any one of the values from the drop-down list such as Account Address Template as shown:

    

12. Switch to code mode by clicking on the three dots as shown:

    

13. From the JSON tab, search for the /SummarizeLayout section and go to the account_description_layout layout section.

    

14. Change the template for the Description field in the fieldTemplateMap section to /noteTemplate as shown:

    

15. Test the changes by clicking on the Play (Arrow) button as highlighted. Once verified, publish your changes by clicking Publish.