Configure Einstein for Nonprofits

Enable Model Training

Begin here to train your model:

1. Click Setup and search for APEX jobs.

   • TGT_RecurringDonor_BATCH

   • TGT_RecurringDonorFinish_BATCH

   • TGT_TopDonor_BATCH

   • TGT_TopDonorFinish_BATCH

2. Check the jobs to make sure they are in Completed status prior to configuring Backup Models or Einstein Prediction Builder.

These jobs are queued and might take some time to complete depending on other processes that are running in your org at that time.

Add Lightning Web Components to Contact Page Layout

Add the Giving History and Predictive Metrics tiles to the Contact card page layout by using Lightning Web Components (LWC).

To add LWCs to a Contact page:

1. Click Setup gear icon from a Contact card, and then click Edit Page. The Lightning App Builder opens.

2. Scroll down to Custom-Managed under Components in the left navigation bar.

3. Drag either the Giving History or Predictive Metrics custom LWCs to the appropriate part of the Contact page, preferably the column on the right.

4. Click Save.

5. Click Activate on the Page Saved modal.

6. On the Activation: Contact Record page, select Assign as Org Default.

7. Select a form factor for your org default page.

8. Click Save.