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Built-In Einstein Generative AI Features
Public Sector (formerly Public Sector Solutions) includes prompt templates and template-triggered flows for sample Einstein generative AI features. Depending on your use cases, you can embed them in your users’ workflows.
Required Editions
| View supported product editions. |
Einstein generative AI features use data from different source objects in Salesforce as grounding data. Blank fields aren’t omitted from response generation and can result in incomplete outputs.
| Einstein Generative AI Feature | Description | Built-In Components | Source Objects for Grounding Data |
Application History Overview Feature Area: Benefit Management |
Caseworkers can get an Einstein-generated overview of a benefit application’s history. They can see the key dates of submission, evaluation, eligibility determination, and recertification. They can find the application status and the outcome of the eligibility determination, and a brief outline of the assessments associated with the application. With these details, caseworkers can quickly decide on the next steps in processing the application or answer constituents’ queries about their benefits. | Prompt Template: Create Application History Overview Template-Triggered Flow: Get Benefit Application Details |
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Application Version Comparison Feature Area: Benefit Management |
Caseworkers can get an Einstein-generated comparison of a constituent’s responses in two or more assessments for a revised benefit application. They can quickly identify the changes in the information provided by the constituent and evaluate the effect on the constituent’s benefit eligibility. | Prompt Template: Compare Application Versions Template-Triggered Flow: Get Assessment Differences for Individual Application |
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Household Overview Feature Area: Benefit Management |
Caseworkers can use Einstein to get a quick overview of a benefit applicant’s household. They can learn about each household member’s name, age, income, benefits, and relationship to the applicant. | Prompt Template: Create Household Overview Template-Triggered Flow: Get Household Details |
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License Compliance Summary Feature Area: Licensing and Permitting |
Compliance officers can get an Einstein-generated overview of a business’s licenses and permits. They can see the licenses and permits that are expired or expire soon, and the required licenses and permits that the business hasn’t yet applied for. They can also find any outstanding regulatory fees or regulatory code violations. Based on this information, they can make plans to ensure timely renewals and compliance. | Prompt Template: Summarize License Compliance Template-Triggered Flow: Get License Information |
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Prior Violation Report Feature Area: Inspections |
Compliance officers and inspectors can get an Einstein-generated overview of the previous inspection visits to a site. They can see a list of regulatory code violations and identify repeated occurrences. They can review the status of enforcement actions assigned to the business owner. With this information, compliance officers can decide the scope of a follow-up visit. Inspectors on a follow-up visit can start with the most severe violations. | Prompt Template: Compile Prior Violations Template-Triggered Flow: Get Visit Inspection History |
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Board Version of Grant Application Feature Area: Grantmaking |
Grantmaking program officers can use Einstein to generate a board version of the application to provide their board members with it’s distilled version quickly. | Prompt Template: Create Board Version Application |
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Funding Award Summary Feature Area: Grantmaking |
Grantmaking program officers often use a funding award summary to determine the health of a specific grant. | Prompt Template: Summarize Funding Award |
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Notes Summary Feature Areas: |
Case managers can use Einstein to quickly absorb information about constituents, participants, or grantees to provide them with the best service possible. | Prompt Template: Summarize Notes |
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Program Benefits Summary Feature Area: Social Program Management |
Program managers can use Einstein to quickly draft a program and benefits summary that accurately describes the program progress to stakeholders. | Prompt Template: Summarize Program and Benefits |
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Before you deploy the built-in Einstein generative AI features for users, make sure that you set up the related Public Sector features and that the source objects have the required grounding data. Also, assign your users the required permissions to access the grounding data.
