Confidential Interaction Summaries and restricted sharing
Key Takeaway
Use Interaction Summaries, not Activities, for confidential client notes. Summaries have independent sharing, and role hierarchy-based sharing for them can be turned on or off. Turn it off when only the colleagues the author chooses should see a summary, and share the summary with them through Compliant Data Sharing.
Interaction Summaries let bankers and advisors record structured notes about client interactions, such as meetings, phone calls, emails, and video calls. Users also mark how confidential those notes are. Notes can hold material non-public information (MNPI) or details about high-profile clients. So Agentforce Financial Services pairs Interaction Summaries with flexible sharing, including Compliant Data Sharing, so only the intended users can see sensitive notes.
What an interaction summary records
An interaction summary captures the details of a client or partner interaction. A summary can cover in-person meetings, emails, phone calls, and video conferences. Each summary holds three things:
- Detailed meeting notes
- A confidentiality level
- Action items or next steps
Users set a confidentiality level on notes that contain confidential information. Users then share those notes only with relevant stakeholders to stay compliant.