Get time back when prepping for a meeting or getting approval on that grant application. Einstein will create a summary of how a grant is tracking towards indicators or create a distilled verison of an application to send off for board review.
Understand quickly if your grant is on track. Einstein generates a summary on how it's performing against set indicators. View the disbursement information and future funding awards so you can make the most informed decision on what to do next.
Objects Referenced
Funding Award, Funding Award Requirement, Indicator Performance Period, Indicator Results, Budget
Data Sources
CRM
Template Type
Summarization
How to use
Navigate to the Funding Award you'd like a summary for. Click "Summarize Funding Award".
Availability
In Beta
Need to get up to speed quickly on a grant seeker or a current grantee? Instead of having to look in multiple places, Einstein summarizes notes from previous meetings for you.
Objects Referenced
Account, Interaction, Interaction Summaries
Data Sources
CRM
Template Type
Summarization
How to use
On the profile of the account, click on "Summarize Notes".
Availability
In Beta
Secure board approval fast. Einstein will create a distilled version of your application for the board to review.
Objects Referenced
Individual Application, Application Review, Funding Opportunity, Funding Program, Budget
Data Sources
CRM
Template Type
Summarization
How to use
Go to Individual Applications and select the Application you'd like to review. Click "Create Board Version Application".
Availability
In Beta
DISCLAIMER: *Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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