COPY FOR Salesforce Help Articles

Does Einstein allow tagging grants or amending records?

Updated Dec 09, 2020

All data entry happens outside of Einstein and solely entered in the system(s) from which data is being pulled (e.g. Foundation Connect, Adaptive, Contract Access, etc.) This includes the ability to add Topics to "tag" a proposal or organization record in Foundation Connect. Topics can be utilized by programs to categorize, track or report on their grant making, and it is possible to use Einstein to visualize a certain set of proposal/grant or organization records that already have Topics in Foundation Connect.

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