---
schema_version: "1"
id: 09ce51baec403ed363bbe88d696d9d48960e02a33a2f3f0087ec6e438d6869b4
title: Fundraising | Summarize Philanthropic Milestones
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_npc_fr_summarize_philanthropic_milestones.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_summarize_philanthropic_milestones.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fbd6ac7781a94ce73bbe29fee2da71e91540b00c4180a1accde05d48267fefe9
description: Summarizes the philanthropic milestones related to an account.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Fundraising | Summarize Philanthropic Milestones

Summarizes the philanthropic milestones related to an account.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Education Cloud: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Nonprofit Cloud: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d72497e88">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72497e88 ">To use Agentforce:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72497e88 ">Agentforce for Education Cloud</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d72497e88 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SummarizePhilanthropicMilestones</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr></tbody></table>