---
schema_version: "1"
id: 8902848735de2b48f67c2db49a01e673e8b854eadb575ddfa46c843f0fcd4579
title: Set Up Einstein Generative AI (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npc_set_up_einstein_generative_ai.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_einstein_generative_ai.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04d01f50c86869e52c340614c6b16bc1cde9f5c3a3366ab487cdcefd23c841f8
description: 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.
products:
  - Nonprofit
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></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="d5963e65">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">To set up Einstein Generative AI:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">
              <p>Context Service Admin</p>
              <p>AND</p>
              <p>Context Service Runtime</p>
              <p>AND</p>
              <p>CopilotSalesforceUserPSG permission set group</p>
              <p>AND</p>
              <p>Einstein Copilot for Salesforce Admin</p>
              <p>AND</p>
              <p>Einstein for Service Innovations</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Prompt Template Manager</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">To set up Program Management:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">
              <p>Advanced Program Management permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Education Cloud Full Access permission set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">To set up Outcome Management:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">
              <p>Outcome Management permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Education Cloud Full Access permission set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">To set up Nonprofit Cloud for Grantmaking:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">Grantmaking Manager permission set </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">To set up Fundraising:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d5963e65 ">
              <ul>
                <li>FundraisingAccess permission set</li>

                <li>Fundraising_Admin permission set group</li>

              </ul>
            </td>

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

1. [Set up Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_nonprofit_cloud_parent.htm&release=264.0.0&type=5 "Complete prerequisites for Nonprofit Cloud and turn on the features you want to use to manage fundraising, programs, case referrals, care plans, outcomes, and volunteers.").
2. Turn on Nonprofit Cloud features.
    1. Set up [Program Management](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt.htm&type=5&language=en_US).
    2. Set up [Outcome Management](https://help.salesforce.com/s/articleView?id=ind.outcome_management_setup.htm&type=5&language=en_US).
    3. Set up [Nonprofit Cloud for Grantmaking](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_grantmaking.htm&type=5&language=en_US).
    4. Set up [Fundraising](https://help.salesforce.com/s/articleView?id=sfdo.npc_fr_set_up_configure_fundraising.htm&language=en_US).
3. From Setup, in the Quick Find box, enter Nonprofit, select and turn on **Nonprofit Cloud Generative AI Settings**.
4. From Setup, in the Quick Find box, enter context, and in Context Service Settings, turn on **Context Definitions**.
5. 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 ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/nonprofit_cloud/images/Setup_Menu_Gear_Icon.png), 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.
6. Add the Notes Summary to page layouts.
    1. From any individual account page, click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/nonprofit_cloud/images/Setup_Menu_Gear_Icon.png), 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.
7. 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 ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/nonprofit_cloud/images/Setup_Menu_Gear_Icon.png), 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.
8. Add the Funding Award Summary to page layouts.
    1. From the Grantmaking app, open a funding award.
    2. From ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/nonprofit_cloud/images/Setup_Menu_Gear_Icon.png), 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.