# Next Best Action, Account Summarization and agents

*Agentforce Life Sciences Consultant Study Guide · Engagement Planning · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant/engagement-planning/next-best-action-account-summarization-and-agents*

How to set up the out-of-the-box engagement planning intelligence in Agentforce Life Sciences: the Life Sciences Next Best Action component and its recommendation records, Account Summarization with cross-object graphs and its flows, and the persona agent templates for pre-visit planning.

- Certification: Salesforce Agentforce Life Sciences Consultant
- Exam section: Engagement Planning
- Study guide: https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant

**Official exam objective:**

> Given a scenario, describe how to set up out-of-the-box Agentforce features and Next Best.

## What the exam expects

- Set up Life Sciences Next Best Action: handlers, Apex class access, permission sets, action types, week settings, recommendation data and the record-page component.
- Explain which recommendations reps can skip and how skip reasons are configured.
- Configure Account Summarization: history tracking, cross-object graphs per profile, the batch flow and the summary flow.
- Choose and enable the right persona agent template for pre-visit planning, and give users access.

Key terms:
- **Life Sciences Next Best Action:** an account-page component showing recommended visits and emails in sequence.
- **Territory Account Recommended Action:** the object holding each recommendation shown in that component.
- **Account Summarization:** agent-generated summaries of an account's key information and recent changes.
- **Cross-object graph:** a set of related objects, rooted at Account, whose fields feed the summary.
- **Pre Visit Planning:** the topic provisioned on the Life Sciences persona agent templates.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Component placement | Life Sciences Next Best Action on the account page's Dashboard tab | [Add the Component](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_actions_add_account_record_page.htm&type=5&language=en_US) |
| Recommendations shown | Accessible, active Territory Account Recommended Action records | [Set Up Next Best Actions](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_actions_configure.htm&type=5&language=en_US) |
| Skip options | Current, actionable or past due only | [Skip Reasons](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_actions_configure_skip_reasons.htm&type=5&language=en_US) |
| NBA mobile cache | Account, Visit, LifeScienceEmail, TerritoryAcctRcmdAction as Data | [Mobile Configuration](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_actions_database_schema_metadata_cache.htm&type=5&language=en_US) |
| First summary window | Last 90 days by default | [Summarization Workflow](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_workflow.htm&type=5&language=en_US) |
| Batch flow | Daily template flow; save as new flow first | [Summarization Workflow](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_workflow.htm&type=5&language=en_US) |
| Graph limits | 3 levels, 5 nodes per level, Account as root | [Customizations](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_customizations.htm&type=5&language=en_US) |
| Untrackable fields | Formula, text area, derived | [History Tracking](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_configure_history_tracking_for_fields.htm&type=5&language=en_US) |
| Template agent type | Agentforce Employee Agent | [Create an Agent](https://help.salesforce.com/s/articleView?id=ind.lsc_agent_account_summarization_create_agent.htm&type=5&language=en_US) |
| Agent access | Enabled Agent Access on a permission set or profile | [Provide Access](https://help.salesforce.com/s/articleView?id=ind.lsc_agent_account_summarization_provide_access.htm&type=5&language=en_US) |

## Check yourself

- Where is a generated account summary stored and shown?
- When the summary flow reads graph objects, how are their records ordered?
- Which agent type are the three Life Sciences pre-visit templates based on?
- Why would you build a custom Summarize Provider Accounts batch job?

## Sources

- [Next Best Actions](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_action_setup.htm&type=5&language=en_US)
- [Set Up Life Sciences Next Best Actions](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_actions_configure.htm&type=5&language=en_US)
- [Add the Life Sciences Next Best Action Component to an Account Record Page](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_actions_add_account_record_page.htm&type=5&language=en_US)
- [Configure Skip Reasons for a Next Best Action](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_actions_configure_skip_reasons.htm&type=5&language=en_US)
- [Mobile App Configuration for Life Sciences Next Best Action](https://help.salesforce.com/s/articleView?id=ind.lsc_next_best_actions_database_schema_metadata_cache.htm&type=5&language=en_US)
- [Trigger Handlers by Object](https://help.salesforce.com/s/articleView?id=ind.lsc_trigger_handlers_objects.htm&type=5&language=en_US)
- [Account Summarization Workflow](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_workflow.htm&type=5&language=en_US)
- [Configure History Tracking for Account Summarization](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_configure_history_tracking_for_fields.htm&type=5&language=en_US)
- [Account Summarization Customizations](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_customizations.htm&type=5&language=en_US)
- [Create a Cross-Object Graph for Account Summarization](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_define_cross_object_graphs.htm&type=5&language=en_US)
- [Assign a Cross-Object Graphs to an Org or Profile](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_set_up_cross_object_graphs.htm&type=5&language=en_US)
- [Customize How and When an Account Summary is Generated](https://help.salesforce.com/s/articleView?id=ind.lsc_account_summarization_customize_autolaunched_flow.htm&type=5&language=en_US)
- [Set Up Agentforce for Account Summarization](https://help.salesforce.com/s/articleView?id=ind.lsc_agent_account_summarization_setup.htm&type=5&language=en_US)
- [Create an Agent for Account Summarization](https://help.salesforce.com/s/articleView?id=ind.lsc_agent_account_summarization_create_agent.htm&type=5&language=en_US)
- [Provide Access to Your Pre Visit Planning Agent](https://help.salesforce.com/s/articleView?id=ind.lsc_agent_account_summarization_provide_access.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 13 linked practice questions, and unlimited timed mock exams are included with the Agentforce Life Sciences Consultant pack (USD $19): https://www.certifyforce.com/practice-exams