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.
Get up to speed quickly on a donor before a meeting. Einstein assesses the latest CRM information to draft a summary of the donor, their giving history and giving trends.
Objects Referenced
Account, Donor Gift Summary, Contact Profile
Data Sources
CRM
Template Type
Summarization
How to use
On the profile of the donor (stored as a Person Account), click on "Create Engagement Summary".
Availability
Coming soon*
Faced with the blank page problem? Have Einstein draft something for you. Craft compelling gift proposals that are personal to your donor including their historical contributions and edit from there!
Objects Referenced
Account, Donor Gift Summary, Contact Profile
Data Sources
CRM
Template Type
Content Generation
How to use
On the person's profile (stored as a Person Account), click the email icon. Choose "Create Major Gift Proposal".
Availability
Coming soon*
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
Coming soon*
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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