Prep for that donor meeting taking forever? Save time with Einstein as it summarizes a donor's engagement and drafts personalized gift proposals. Now you can focus on those more valueable interactions that drive funding for your mission.
Don't be caught off guard with a donor calls. Have the right information front and center to serve them best with a quick summary from Einstein.
Objects Referenced
Account, Interaction, Interaction Summaries
Data Sources
CRM
Template Type
Summarization
How to use
On the profile of the donor (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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