Does it take weeks to get ready for a board or client meeting? Not anymore with help from Einstein. With the click of a button, get a summary of all the notes from previous meetings with a client or generate a program performance summary.
Summarize the status of your programs and the interventions your staff are providing with Einstein. Share progress when reviewing with your team or prep to send to external funders.
Objects Referenced
Program, Benefits
Data Sources
CRM
Template Type
Summarization
How to use
Navigate to the Program you'd like a summary for. Click "Summarize Program and Benefits".
Availability
In Beta
Provide the individualized care your program participants deserve. Instead of having to read through copious notes to familiarize yourself with a new client or one you haven't seen in a while, Einstein summarizes them for you.
Object Referenced
Account, Interaction, Interaction Summaries
Data Sources
CRM
Template Type
Summarization
How to use
On the profile of the program participant (stored as a Person Account), click on "Summarize Notes".
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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