Use Einstein Program and Benefits Summary to quickly draft a program and benefits summary that accurately describes the program progress to stakeholders. Program managers can can save the time spent on creating program updates to share with internal and external stakeholders.
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
- Context Service Runtime
- CopilotSalesforceUserPSG (Permission Set Group)
- Context Service Admin>
- Context Service Runtime
- Einstein Copilot for Salesforce Admin
- Einstein Copilot for Salesforce User
- Einstein for Service Innovations
- Prompt Template Manager
- Prompt Template User
|
| To use Einstein Program and Benefits Summary: |
- Advanced Program Management
- Program and Benefit Management Access
|
- From the Program Management app, open the program that you want to summarize.
- To generate a summary of the program, click the button in the Einstein Program and Benefits 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.
