Install Einstein for Nonprofits

Installation

After you meet the prerequisites, install the Einstein for Nonprofits managed package. If the start date of this managed package is in the future, then you can install it but won't be able to use it until the license activation date. When your license expires, you will receive an error message.

Salesforce recommends installing in a Sandbox environment before installing into a Production org. For more information, see Create a Sandbox in Salesforce Help

1. Log out of all other Salesforce orgs. Salesforce recommends using an incognito window to ensure that you install in the correct org.

2. Go to the Einstein for Nonprofits installer.

3. Click Install Einstein for Nonprofits - View Details.

4. Click Log In to Start Pre-Install Validation, and then select your org type. Salesforce recommends a Sandbox org for your initial installation.

5. Log in to the org.

6. Click Allow.

7. Click Install.

A confirmation appears when the installation is completed.