Grant program officers provide their board members with a distilled version of the grant application that the board members can review for final approval. It can be time consuming to summarize a grant application that calls out the information that the board is most interested in. To save time by quickly generating a board version of the application, use the Einstein Board Version of Grant Application feature.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and
Unlimited Editions with Nonprofit Cloud or Education
Cloud and the Einstein for Sales, Einstein for Service, or Einstein
Platform add-ons
|
| User Permissions
Needed |
| To use Einstein Generative AI: |
Context Service Admin
AND
Context Service
Runtime
AND
CopilotSalesforceUserPSG permission set
group
AND
Einstein Copilot for Salesforce
Admin
OR
Einstein Copilot for Salesforce
User
AND
Einstein for Service
Innovations
AND
Prompt Template
Manager
OR
Prompt Template User
|
| To use Einstein Board Version of Grant Application: |
Grantmaking Manager |
- From the Grantmaking app, open the individual application that you want to create a board version of.
- To generate a summary of the program, click the button in the Einstein Board Version of Grant Application pane.
Einstein analyzes your request and provides a summary result.
- To copy the summary so that you can paste it into a document, click Copy.
- To get a different version of the summary, click Generate.
