Setting up Project Summary Using Generative AI

Professional Services Cloud

This page explains the setup steps required for generating project summary using generative AI.

To complete the steps, you must be assigned the System Administrator profile and the Prompt Template Manager permission set.

  1. Contact Salesforce to activate one of the following add-on licenses.

    • Einstein for Platform
    • Einstein for Sales
    • Einstein for Services

    These are standard Salesforce add-on licenses. For more information, see the Salesforce Help.

  2. Assign the Einstein Prompt Templates permission set license to the following users:

    • Administrators who must manage and execute prompt templates.
    • Users, such as project managers, who need the project summary to be generated by the Generate Project Summary prompt template.

    3. This is a standard permission set license. For more information, see the Salesforce Help.

  3. Assign the Prompt Template Manager permission set to administrators who need to create and manage prompt templates.
  4. Assign the Prompt Template User permission set to the users, such as project managers, who need the project summary to be generated by the Generate Project Summary prompt template.

  5. Assign the GenAI - Project Summary - View and Edit permission sets to the following users:

    • Administrators who need to create and manage prompt templates.
    • Users, such as project managers, who need the project summary to be generated by the Generate Project Summary prompt template.