Fundraising | Create Philanthropic Assessment

Generates an assessment for a party philanthropic record.

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 CreatePhilanthropicAssessment
Reference Action Type Flow
Does this action execute one or more prompt templates? No