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            Set Up Philanthropic Research Topics in Agentforce in Nonprofit

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            3. Nonprofit Cloud

            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.

            Required Editions

            Available in: Lightning Experience
            Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the applicable Agentforce add-on license
            Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions with the applicable Agentforce add-on license
            User Permissions Needed
            To set up Philanthropic Research Topics in Agentforce:

            Fundraising_Admin permission set group

            AND

            Prompt Template Manager

            AND

            Agentforce Default Admin

            Before you begin, make sure to complete these prerequisites:

            1. Create data to ground the agent responses. See Grounding Data for Philanthropic Research Topics.
            2. Turn on Philanthropic Research Topics in Agentforce.
              1. From Setup, find and select Fundraising Settings.
              2. Turn on Philanthropic Research Topics in Agentforce.
            3. Assign the necessary permissions to users.
            4. Create an agent from the Agentforce Employee Agent template. For example:
              Field Value
              Name Philanthropic Research Agent
              Description An AI assistant for philanthropic researchers and relationship officers.
              Role Help philanthropic researchers by creating philanthropic assessments, summarizing the philanthropic milestones and wealth capacities of prospects, answering related questions, and creating research profiles and research profile canvases in Slack.
              Company Connected University is an institution of higher education with over 9,000 students, offering a range of undergraduate and graduate programs.
            5. Add these subagents to the agent.
              • Philanthropic Milestones Research
              • Wealth Capacity Research
              • Party Philanthropic Research Profile Management
              • Party Philanthropic Research Profile Canvas Management
            6. Provide users with access to the agent.
             
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