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          Show Research Profile Cards in Slack in Nonprofit

          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.

          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 configure prompt templates:

          Fundraising_Admin permission set group

          AND

          Prompt Template Manager

          1. From Setup, find and select Prompt Builder.
          2. Under Prompt Templates, select Create Slack Canvas Layout for Party Philanthropic Research Profile.
          3. Click Save As, and then click Save as a New Version.
          4. Scroll to the end of the prompt and find ![ResearchProfile](/{!$Input:ResearchProfile.Id}).
          5. Add your org’s domain URL to /{!$Input:ResearchProfile.Id}. For example, ![ResearchProfile](https://my.demo.com/lightning/{!$Input:ResearchProfile.Id}).
          6. Save and activate the prompt template.
           
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          Salesforce Help | Article