Does it take weeks to get ready for a board or client meeting? Not any more 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 programme performance summary.
Summarise the status of your programmes 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
Programme, Benefits
Data Sources
CRM
Template Type
Summarisation
How to use
Navigate to the Programme you'd like a summary for. Click "Summarise Programme and Benefits".
Availability
Coming soon*
Provide the individualised care your programme participants deserve. Instead of having to read through copious notes to familiarise yourself with a new client or one you haven't seen in a while, Einstein summarises them for you.
Object Referenced
Account, Interaction, Interaction Summaries
Data Sources
CRM
Template Type
Summarisation
How to use
On the profile of the programme participant (stored as a Person Account), click "Summarise 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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