Before You Install Einstein for Nonprofits

Prerequisites

Before you install Einstein for Nonprofits, make sure you have: ​Reach out to your Account Executive if you do not have these licenses. You can also access your accounts​ to easily manage your subscriptions directly in Salesforce.

• Salesforce Enterprise or Unlimited Edition, with a Sales Cloud or Sales and Service Cloud license.

• The latest version of Nonprofit Success Pack (NPSP) installed.

• The Salesforce for Nonprofits product with a current start date.

• Einstein Prediction Builder (EFN) Basic Edition license.

Next complete these prerequisites:

1. My Domain enabled and deployed for your org.

2. Salesforce Data Privacy and Protection enabled. This setting is enabled by default for your org.

3. NPSP Enhanced Recurring Donations installed and configured, in case you have an existing org without this feature.

4. Einstein Prediction Builder enabled for your org.

What’s Installed

When you install the Einstein for Nonprofits managed package, you get:

• The Einstein Prediction Builder managed package to help generate custom metrics for your org.

• Backup Models that provide metrics while your data grows to meet the data threshold to generate predictive insights.

• The option to display Predictive Insights directly on Contact cards for constituents.

The Einstein for Nonprofits app has these tabs:

• Get Started: Get quick access to set up Einstein for Nonprofits and generate predictive insights using Einstein Prediction Builder.

• Backup Models: Enable and schedule Backup Models to obtain the percent probability of predictive insights for future donations.