Use Einstein Notes Summary to quickly absorb information about constituents,
participants, or grantees to provide them with the best service possible. Einstein Notes
Summary helps major gift officers to learn about the donor before they make a solicitation
call. Einstein Notes Summary helps case managers familiarize themselves with notes on the
program participant before their next interaction. Quickly identify the actions or tasks
that were logged in a note but not completed.
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 Notes Summary: |
Interaction Summary |
-
From any application, open the account page that
has the notes that you want to summarize.
-
To generate a summary of the program, click the
button in the Einstein Notes Summary 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.
