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            Fundraising | Summarize Philanthropic Milestones

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            Fundraising | Summarize Philanthropic Milestones

            Summarizes the philanthropic milestones related to an account.

            Required Editions

            Available in: Lightning Experience
            Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
            Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
            User Permissions Needed
            To use Agentforce: Agentforce for Education Cloud
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name SummarizePhilanthropicMilestones
            Reference Action Type Prompt Template
            Does this action execute one or more prompt templates? Yes
             
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