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","link":{"typeOptions":{"kind":"standard"},"variant":"text","label":"Request a call","url":"https://www.salesforce.com/form/sfdo/sfdo/contact-us/?d=pb","target":"_blank","ariaLabel":""},"kind":"card_contactus","id":"1680128670599_15vw"}],"path":"/artificial-intelligence/use-cases/nonprofit/program-management-outcomes","urlLoc":"us","curHref":"/artificial-intelligence/use-cases/nonprofit/program-management-outcomes/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"open-template","curLocale":"en-us"}], chassis: 'v2', }; window.sfdcBase = window.sfdcBase || {}; window.sfdcBase.chat = window.sfdcBase.chat || {}; window.sfdcBase.chat.invite = window.sfdcBase.chat.invite || {}; </script> <div class="globalnav-wrapper-c360 "> <a class="screen-reader-text skip-to-content-c360" href="#main-content"> <div class="screen-reader-container">Skip to content</div> </a> <hgf-c360nav locale=us search="true" show-region-selector="true" context-nav-enabled="true" hide-login="false" truly-hide-login="false" show-button-main=true show-button-secondary=false hide-contact="false" origin=https://wp.sfdcdigital.com/en-us/wp-json> </hgf-c360nav> <hgf-c360contextnav origin=https://wp.sfdcdigital.com/en-us/wp-json> </hgf-c360contextnav> </div> <main id="main-content" class="pbc-open-template"> <div data-blade-id="1725266685673_4mj" data-blade-position="1" data-blade-name="sf/marquee" data-blade-variant="marquee" data-blade-source="www" data-blade-type="blade"> <style> section[id="1725266685673_4mj"] .headline strong { color: #0D9DDA !important; font-weight: inherit; } </style> <section id="1725266685673_4mj" class="relative marquee--blade marquee--right-image" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1725266685673_4mj" data-module-name="Program Management with AI" data-module-position="1" data-module-type="headline"> <div class="image__wrapper "> <img loading="eager" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-Non-Profit-Use-Case-Card-2-Program-Management-Outcomes-Marquee.png?w=1024" class="image__asset" alt="Nonprofit Program Management with AI" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-Non-Profit-Use-Case-Card-2-Program-Management-Outcomes-Marquee.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-Non-Profit-Use-Case-Card-2-Program-Management-Outcomes-Marquee.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-Non-Profit-Use-Case-Card-2-Program-Management-Outcomes-Marquee.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-Non-Profit-Use-Case-Card-2-Program-Management-Outcomes-Marquee.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper "> <header class="marquee__blade-heading eyebrow--standard marquee__blade--no-ctas"> <div class="eyebrow eyebrow-display-1"> <div class="eyebrow__image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/06/icon-ind-nonprofit.svg?w=1024" class="" alt="" sizes="100vw" srcset="" /> </div> <div class="eyebrow__label pbc-g-text-eyebrow"> Nonprofit </div> </div> <h1 class="headline marquee__headline--standard" style=" color:#032D60 "> Program Management with AI </h1> <div class="blade__description"> <p>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.</p> </div> </header> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, rgb(255, 255, 255) 0%, #FFFFFF 100%);"></div> <div class="blade__background blade__background--custom-desktop"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Desktop.webp?w=1024" class="background__image background__image--custom" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Desktop.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Desktop.webp?resize=300,94 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Desktop.webp?resize=768,240 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Desktop.webp?resize=1024,320 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Desktop.webp?resize=1536,480 1536w" height="100%" width="100%"/> </div> <div class="blade__background blade__background--custom-mobile"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Mobile.webp?w=731" class="background__image background__image--custom" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Mobile.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Mobile.webp?resize=214,300 214w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Mobile.webp?resize=768,1076 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Mobile.webp?resize=731,1024 731w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Mobile.webp?resize=1096,1536 1096w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/Marquee-Custom-Background-Mobile.webp?resize=1462,2048 1462w" height="100%" width="100%"/> </div> </section> </div><div data-blade-id="1725266692421_bql" data-blade-position="2" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1725266692421_bql" class="relative oneup--blade oneup--left-image" > <div class="container"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1725266692421_bql" data-module-name="Program and Benefits Summary" data-module-position="1" data-module-type="headline"> <div class="image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-1.png?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-1.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-1.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-1.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-1.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Program and Benefits Summary </h2> <div class="blade__description"> <p>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.</p> <p><strong>Objects Referenced<br></strong>Program, Benefits</p> <p><strong>Data Sources<br></strong>CRM</p> <p><strong>Template Type<br></strong>Summarization</p> <p><strong>How to use<br></strong>Navigate to the Program you'd like a summary for. Click "Summarize Program and Benefits".</p> <p><strong>Availability<br></strong>Coming soon*</p> </div> </header> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1725266709989_pod" data-blade-position="3" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1725266709989_pod" class="relative oneup--blade oneup--right-image" > <div class="container"> <article class="grid grid_main grid--onebyone" data-module-track-impressions="" data-module-id="1725266709989_pod" data-module-name="Notes Summary" data-module-position="1" data-module-type="headline"> <div class="image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-2.png?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-2.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-2.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-2.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/09/Industries-AI-pages-AI-for-FINS-Explainer-Page-Use-Case-Page-→-Program-Management-Feature-2.png?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Notes Summary </h2> <div class="blade__description"> <p>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.</p> <p><strong>Object Referenced<br></strong>Account, Interaction, Interaction Summaries</p> <p><strong>Data Sources<br></strong>CRM</p> <p><strong>Template Type<br></strong>Summarization</p> <p><strong>How to use<br></strong>On the profile of the program participant (stored as a Person Account), click on "Summarize Notes".</p> <p><strong>Availability<br></strong>Coming soon*</p> </div> </header> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1725046089138_yh2" data-blade-position="4" data-blade-name="sf/footnote" data-blade-variant="footnote" data-blade-source="www" data-blade-type="blade"> <section id="1725046089138_yh2" class="relative footnote--blade" > <div class="container"> <article class="grid grid_main footnote--center"> <div class="footnote__text "> <p><strong>DISCLAIMER: </strong>*<em>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.</em></p> </div> </article> </div> </section> </div><div data-blade-id="1725357335287_q0x" data-blade-position="5" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1725357335287_q0x" class="relative nup--blade nup--link_below layout--2 nup--card_resource" > <div class="container background__present"> <div class="grid grid_main nup nup__2 nup__gridTwo"> <header class="nup__blade-heading text--center"> <h2 class="headline" style=" "> Explore top AI use cases for Nonprofit. </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1725565177335_xgv" data-module-name="Grantmaking" data-module-position="1" data-module-type="card_resource" data-module-tags-manual="[{"tagName":"Industries:Nonprofit","tagUuid":"c9695da4-45e4-4805-8dae-c19eaef7add4","uuid":"db172792-2c68-11b2-80f8-000d3a4fec0d"}]" data-module-tags-auto="[]" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/nonprofit/grantmaking" tabindex="-1" aria-label="Grantmaking" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/nonprofit/grantmaking" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-forNon-Profit-Use-Case-Card-3-Grantmaking-Marquee.png?w=800" class="card__image" alt="Grantmaking-with-AI" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-forNon-Profit-Use-Case-Card-3-Grantmaking-Marquee.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-forNon-Profit-Use-Case-Card-3-Grantmaking-Marquee.png?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/10/Industries-AI-pages-AI-forNon-Profit-Use-Case-Card-3-Grantmaking-Marquee.png?resize=768,433 768w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/nonprofit/grantmaking" data-link-text="Grantmaking" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/nonprofit/grantmaking" data-link-type="header" target="_self"> Grantmaking </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Learn More" data-link-url="https://www.salesforce.com/artificial-intelligence/use-cases/nonprofit/grantmaking" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardTwoUp" data-stacking="wideM" aria-label="Learn More" href="https://www.salesforce.com/artificial-intelligence/use-cases/nonprofit/grantmaking" target="_self" rel="noopener" > Learn More </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper " data-module-track-impressions="" data-module-id="1725565187749_2ei" data-module-name="Fundraising" data-module-position="2" data-module-type="card_resource" data-module-tags-manual="[{"tagName":"Industries:Nonprofit","tagUuid":"c9695da4-45e4-4805-8dae-c19eaef7add4","uuid":"db172792-2c68-11b2-80f8-000d3a4fec0d"}]" data-module-tags-auto="[]" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/artificial-intelligence/use-cases/nonprofit/fundraising" tabindex="-1" aria-label="Fundraising" 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