Published at: 2026-09-17

Sales record agent

Capture sales records faster.

Overview

Product positioning

The Sales Record Agent is built into ShareCRM. It reduces manual entry and provides summaries, to-do items, and quality reminders.

Core value

  • Standardizes the record structure. Templates provide a fixed outline for each scenario.
  • Reduces entry effort. The mobile app supports live recording and transcription.
  • Improves record completeness. The system checks content coverage against template requirements.
  • Accelerates business capture. Users can turn conclusions into feed updates and to-do items.

Core terms

Term Description
Sales Record Template Defines the standard outline for sales records in different business scenarios.
Real-time recording Starts a recording session on mobile and converts speech to text continuously.
Record summary The summary generated from a recording or uploaded file.
Quality reminder A prompt that checks whether the record covers the key points in the template.

Target roles

Role Focus
Sales users Start recordings, review summaries, enrich records, and manage to-do items.
Template owners Create templates and standardize record structure across scenarios.
CRM admins Enable the license and assign permissions.

Before you start

[!IMPORTANT] - You need permission to use the AI Sales Record feature. - An admin must enable the Sales Cloud AI Flagship Edition package first. - Before recording, prepare an Associated Account or Opportunity that can be linked as the Related Object. - Before creating templates, confirm that you have template management permission.

Procedure

Admin permission setup

[!IMPORTANT] - The Sales Cloud AI Flagship Edition package must be enabled first. - The target users must receive AI Sales Record permissions.
  1. Complete the order for the Sales Cloud AI Flagship Edition package.
  2. Go to Setup > Role Permissions.
  3. Assign AI Sales Record role permissions to the target users.
  4. Save the configuration.
Permissions page

Complete a sales record quickly

[!IMPORTANT] - You must already have AI Sales Record permission. - At least one related Account or Opportunity must already exist.
  1. On the mobile home page, click Sales Record.
  2. Select the appropriate Sales Record Template.
  3. Link the Related Object, such as the relevant Associated Account or Opportunity.
  4. Start recording and monitor Record Content coverage during the session.
  5. End the recording and submit the Sales Record.
  6. In the record details page, review the summary, to-do items, and write-back result.

User actions

Create a Sales Record Template

[!IMPORTANT] - You need template management permission.
  1. In Sales Record Template Management, click New Template.
  2. Enter the template name and applicable scenario.
  3. Organize the sales record outline in the template content area.
  4. Save the template.
Template example 1
Template example 2
Template example 3
[!TIP] Templates should cover background, discussion points, conclusions, and action items. This makes later quality checks more useful.
Expected result
  • The template list displays the new template.
  • Users can select the template when they start a Sales Record.

Start a sales record on mobile

  1. On the mobile home page, click Sales Record.
  2. Select the relevant Sales Record Template.
  3. In the related list, select the Account or Opportunity for this record.
  4. Click Start Recording to enter the real-time recording page.
  5. Review the real-time Voice to Text result and add missing key points when prompted.
  6. Click End to finish the recording and submit the meeting data.
  7. Open the Sales Record details page and review the summary.
Mobile experience
Coverage check 1
Coverage check 2
[!NOTE] During recording, the system checks Record Content coverage against the template. It marks the points that have already been mentioned.
Expected result
  • The page shows the Voice to Text result in real time.
  • Covered template points are marked automatically.
  • The details page displays the summary for the current Sales Record.

Upload a file to generate a record summary

  1. In the Sales Record processing page, choose the option to upload a local file.
  2. Submit the file that you want to organize.
  3. Wait for the system to generate the record summary.
  4. Edit the summary to reflect the final business context.
  5. Save the updated Sales Record.
Expected result
  • The system generates an editable record summary from the uploaded content.
  • Users can add or revise text before saving.

Handle quality results and business follow-up

  1. In the Sales Record details page, review the generated summary.
  2. Use the quality reminders to fill in missing key points.
  3. Keep the summary items that should be preserved.
  4. Write the accepted content back to the feed of the Related Object.
  5. Confirm the suggested next steps and convert them into to-do items.
Expected result
  • Meeting outcomes are captured in the feed of the related business record.
  • Follow-up action items become trackable system to-do items.

Admin configuration

Enable the license

  1. Order one Sales Cloud AI Flagship Edition package.
  2. Confirm that the target tenant has access to the Sales Record Agent.

Assign role permissions

  1. Go to Setup > Role Permissions.
  2. Find the target role or user scope.
  3. Assign AI Sales Record role permissions to the selected users.
  4. Save the configuration.
Validation
  • Target users can see the Sales Record menu.
  • Target users can open the Sales Record page and start operations.

Management recommendations

  • Enable permissions first for sales users who need to capture Communication Records.
  • If users cannot find the entry, confirm that role permissions have taken effect.

Features and limitations

Feature list

Feature Description
Sales Record Template Management Defines the standard record structure for different business scenarios.
Real-time recording and transcription Starts recordings on mobile and converts speech to text in real time.
In-recording checks Verifies whether current content covers the key points in the template.
Intelligent record summary Generates a summary from recordings or files and lets users edit the result.
Sales Record write-back Writes accepted meeting summaries back to the related record feed.
To-do generation Identifies next steps from the conversation and converts them into system to-do items.

Usage boundaries

  • Quality checks depend on templates. Without templates, the system cannot check key point coverage.
  • The current materials do not explain the desktop initiation flow in detail.
  • The current materials do not define file format or file size limits for uploads. Confirm this before release.

Expected outcome and validation

  • The template list shows the new template.
  • The recording page displays live transcription.
  • The details page shows the summary, feed updates, and to-do results.
  • Quality reminders show the points that have been covered.

FAQ

  • You cannot see the Sales Record entry: confirm that AI Sales Record permission is active.
  • You cannot link an Account or Opportunity: confirm that the target record already exists.
  • The record summary is empty: confirm that the recording was ended and submitted successfully.

Related topics

Submit Feedback