To use the Einstein features in the Prospect Research: Create Research Request and Prospect Research: Get Interaction or Philanthropic Details flows, turn on Einstein generative AI in your Salesforce org.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud or Education Cloud and the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons |
Turn On Advancement Generative AI in Education Cloud
To use Einstein generative AI for Philanthropic Research in Education Cloud, turn on Advancement Generative AI.
Required Editions
| User Permissions Needed | |
|---|---|
| To turn on Advancement Generative AI in Education Cloud: | |
- From Setup, in the Quick Find box, find and select Set Up Education Cloud.
- Expand Set Up Einstein for Education Cloud.
- Make sure that Einstein AI is turned on.
- Turn on Enable Advancement Generative AI.
Turn On Nonprofit Cloud Generative AI
To use Einstein generative AI for Philanthropic Research in Nonprofit Cloud, turn on Nonprofit Cloud Generative AI.
Required Editions
| User Permissions Needed | |
|---|---|
| To turn on Nonprofit Cloud Generative AI: |
Context Service Admin AND Einstein for Service Innovations |
- From Setup, in the Quick Find box, find and select Nonprofit Cloud Generative AI.
- Turn on Nonprofit Cloud Generative AI.