---
schema_version: "1"
id: 5be2c07792ec199702d0ecf00f1aabf733456766c374e148d2d7862dcaa1d625
title: Philanthropic Research Subagents in Agentforce in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_philanthropic_research_topics_in_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_philanthropic_research_topics_in_agentforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b580d6904260865e9ec19de5c640dd877ec6ea7ec3e873581d7456e241cdb0f8
description: Use Philanthropic Research subagents in Agentforce to optimize your philanthropic engagement and research efforts. Leverage these insights to tailor outreach, build personalized engagement strategies, and foster deeper relationships with donors and increase their loyalty.
products:
  - Education Cloud
release: "264"
---
# Philanthropic Research Subagents in Agentforce in Education

Use Philanthropic Research subagents in Agentforce to optimize your philanthropic engagement and research efforts. Leverage these insights to tailor outreach, build personalized engagement strategies, and foster deeper relationships with donors and increase their loyalty.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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 applicable Agentforce add-on license</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Nonprofit Cloud: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the applicable Agentforce add-on license</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

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:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <thead class="slds-text-title_caps ">
        <tr><th class="slds-cell-wrap" scope="col" id="d170899e118">Subagent</th>
        <th class="slds-cell-wrap" scope="col" id="d170899e121">Agent Action</th>
      </tr></thead>
      <tbody><tr class="">
        <td class="slds-cell-wrap" data-label="Subagent" headers="d170899e118">Philanthropic Milestones Research</td>
        <td class="slds-cell-wrap" data-label="Agent Action" headers="d170899e121">
          <ul>
            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_summarize_philanthropic_milestones.htm&amp;language=en_US" target="_blank">Summarize Philanthropic Milestones</a></li>

            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_create_philanthropic_assessment.htm&amp;language=en_US" target="_blank">Create Philanthropic Assessment</a></li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Subagent" headers="d170899e118">Wealth Capacity Research</td>
        <td class="slds-cell-wrap" data-label="Agent Action" headers="d170899e121">
          <ul>
            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_summarize_wealth_capacity.htm&amp;language=en_US" target="_blank">Summarize Wealth Capacity</a></li>

            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_create_philanthropic_assessment.htm&amp;language=en_US" target="_blank">Create Philanthropic Assessment</a></li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Subagent" headers="d170899e118">Party Philanthropic Research Profile Management</td>
        <td class="slds-cell-wrap" data-label="Agent Action" headers="d170899e121">
          <ul>
            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_create_party_philanthropic_research_profile.htm&amp;language=en_US" target="_blank">Create Party Philanthropic Research
                Profile</a></li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Subagent" headers="d170899e118">Party Philanthropic Research Profile Canvas Management</td>
        <td class="slds-cell-wrap" data-label="Agent Action" headers="d170899e121">
          <ul>
            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_get_research_profile_canvas_layout.htm&amp;language=en_US" target="_blank">Get Research Profile Canvas Layout</a></li>

          </ul>

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

- **[Philanthropic Research Topics in Agentforce Considerations in Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_philanthropic_research_topics_in_agentforce_considerations.htm&release=264.0.0&type=5)**  
    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 Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_grounding_data_for_philanthropic_research_topics.htm&release=264.0.0&type=5)**  
    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 Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_set_up_philanthropic_research_topics_in_agentforce.htm&release=264.0.0&type=5)**  
    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 Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_create_research_profile_canvas_in_slack.htm&release=264.0.0&type=5)**  
    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 Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_config_flows_research_profile_management.htm&release=264.0.0&type=5)**  
    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 Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_show_research_profile_cards_in_slack.htm&release=264.0.0&type=5)**  
    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.