---
schema_version: "1"
id: 4145c52e12584bf0366dfb103cf5b4895273ab319d9119c824de7360b7d77c33
title: Generate a Program and Benefits Summary (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npc_einstein_program_and_benefits_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npc_einstein_program_and_benefits_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 326dca1bb475203674794986e29f7fe82f61b92558cfca653bc8ab442f4597f0
description: 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.
products:
  - Nonprofit
release: "264"
---
# Generate a Program and Benefits Summary (Beta)

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Nonprofit Cloud or Education Cloud and the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d28278e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28278e66 ">To use Einstein Generative AI:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28278e66 ">
              <ul>
                <li>Context Service Admin</li>

                <li>Context Service Runtime</li>

                <li>CopilotSalesforceUserPSG (Permission Set Group)</li>

                <li>Context Service Admin&gt;</li>

                <li>Context Service Runtime</li>

                <li>Einstein Copilot for Salesforce Admin</li>

                <li>Einstein Copilot for Salesforce User</li>

                <li>Einstein for Service Innovations</li>

                <li>Prompt Template Manager</li>

                <li>Prompt Template User</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28278e66 ">To use Einstein Program and Benefits Summary:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28278e66 ">
              <ul>
                <li>Advanced Program Management</li>

                <li>Program and Benefit Management Access</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. From the Program Management app, open the program that you want to summarize.
2. 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.
3. To copy the summary so that you can paste it into a document, click **Copy**.
4. To get a different version of the summary, click **Generate**.