Grantmaking program officers often use a funding award summary to determine the health of
a specific grant. Officers use this information to decide how much engagement they need,
whether they can make more funding disbursements, and whether they should provide future
funding to the recipient. Gathering information to make these determinations is an arduous
task. Use the Einstein Funding Award Summary to quickly identify if the grant is meeting its
milestones and fulfilling its requirements.
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 Funding Award Summary: |
Grantmaking Manager |
- From the Grantmaking app, open the funding award that you want to summarize.
- To generate a summary of the program, click the button in the Einstein Funding Award Summary.
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.
