Set Up Einstein Generative AI (Beta)

To use summarization tools and to create a board version of grant applications, set up Salesforce with Nonprofit Cloud features and Einstein generative AI. Then add the Einstein Summary component to your page layouts.

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 set up Einstein Generative AI:	Context Service Admin AND Context Service Runtime AND CopilotSalesforceUserPSG permission set group AND Einstein Copilot for Salesforce Admin AND Einstein for Service Innovations AND Prompt Template Manager
To set up Program Management:	Advanced Program Management permission set OR Education Cloud Full Access permission set
To set up Outcome Management:	Outcome Management permission set OR Education Cloud Full Access permission set
To set up Nonprofit Cloud for Grantmaking:	Grantmaking Manager permission set
To set up Fundraising:	FundraisingAccess permission set Fundraising_Admin permission set group

Set up Nonprofit Cloud.
Turn on Nonprofit Cloud features.
1. Set up Program Management.
2. Set up Outcome Management.
3. Set up Nonprofit Cloud for Grantmaking.
4. Set up Fundraising.
From Setup, in the Quick Find box, enter Nonprofit, select and turn on Nonprofit Cloud Generative AI Settings.
From Setup, in the Quick Find box, enter context, and in Context Service Settings, turn on Context Definitions.
Add the Einstein Program and Benefits Summary to page layouts.
1. From the App Launcher, find and select Program Management, and open a program.
2. From , click Edit Page.
3. In the Lightning App Builder, from the Components list, drag Einstein Summary to a pane on the program page.
4. Give Einstein Summary a header label and a button label.
  For example, enter Summarize Program for the header and Generate for the button label.
5. Select Record Summary as the prompt template type.
6. In Prompt Templates, select Summarize Program and Benefits.
7. Save your changes and activate the page.
Add the Notes Summary to page layouts.
1. From any individual account page, click , and select Edit Page.
2. In the Lightning App Builder, from the Components list, drag Einstein Summary to a pane on the Account Record page.
3. Give Einstein Summary a header label and a button label.
  For example, enter Summarize Notes as the header label and Generate as the button label.
4. Select Record Summary as the prompt template type.
5. In Prompt Templates, select Summarize Notes.
6. Save your changes and activate the page.
Add the Board Version of Grant Application to page layouts.
1. From the App Launcher, find and select Grantmaking and open an individual application.
2. From , select Edit Page.
3. In the Lightning App Builder, from the Components list, drag Einstein Summary to a pane on the program page.
4. Give Einstein Summary a header label and a button label.
  For example, enter Board Version of Application as the header label and Generate as the button label.
5. Select Record Summary prompt template type.
6. In Prompt Templates, select Create Board Version Application.
7. Save your changes and activate the page.
Add the Funding Award Summary to page layouts.
1. From the Grantmaking app, open a funding award.
2. From , select Edit Page.
3. In the Lightning App Builder, from the Components list, drag Einstein Summary to a pane on the program page.
4. Give Einstein Summary a header label and a button label.
  For example, enter Summarize Funding Award as the header label and Generate as the button label.
5. For the Prompt Template Type field, select the Record Summary prompt template type.
6. For Prompt Templates, select Summarize Funding Award.
7. Save your changes and activate the page.