Philanthropic Research Subagents in Agentforce in Nonprofit

Note Beginning in April 2026, agent topics are now called subagents. There are no changes to functionality. During this transition, you may see a mix of the new and previous terms in our documentation.

With Philanthropic Research subagents in Agentforce enabled, relationship officers and prospect researchers can use the agent to:

• Summarize the philanthropic milestones and wealth capacities of prospects
• Get philanthropic assessments on prospects
• Create philanthropic research requests
• Get answers to questions about a prospect’s household wealth, professional affiliations, and philanthropic events
• Create agent prepared assessments
• Create party philanthropic research profiles and research requests or case records in Slack
• Create party philanthropic research profile canvases in Slack

Philanthropic Research in Agentforce includes these subagents and actions:

• Philanthropic Research Topics in Agentforce Considerations in Nonprofit
  To use Philanthropic Research Topics in Agentforce, consider supported functionality, usage, limitations and allowances, limits, and other issues.
• Grounding Data for Philanthropic Research Topics in Nonprofit
  Create data that aligns with the philanthropic research topics to ground agent responses. The more information available to the agent, the better it performs.
• Set Up Philanthropic Research Topics in Agentforce in Nonprofit
  Use Philanthropic Research Topics in Agentforce to get insights into philanthropic and wealth data, answer questions about prospects, and create party philanthropic research profiles, research request cases, and research profile canvases in Slack.
• Create Research Profiles and Research Profile Canvases in Slack in Nonprofit
  Integrate Philanthropic Research Topics in Agentforce with Slack. Create party philanthropic research profiles, research requests, and research profile canvases.
• Configure Flows for Party Philanthropic Research Profile Management in Nonprofit
  The Party Philanthropic Research Profile Management subagent uses flows to create research request cases and research profiles. Modify the existing flows based on your organization’s needs and specific business logic.
• Show Research Profile Cards in Slack in Nonprofit
  The Party Philanthropic Research Profile Canvas Management subagent creates the Research Profile Summary canvas in Slack. To show research profile record cards on the canvas, add your org’s domain URL to the Create Slack Canvas Layout for Party Philanthropic Research Profile prompt template.