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Configure Flows for Party Philanthropic Research Profile Management in Nonprofit

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.

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 flows:

Fundraising_Admin permission set group

AND

Manage Flow
  1. Define a case record type specifically for philanthropic research requests to distinguish it from other types of cases.
    Make sure that the record type is available to the appropriate profiles.
  2. Modify the Create Case flow.
    1. From Setup, find and select Flows.
    2. Select Create Case.
    3. Click Save as New Flow.
    4. Replace the Create Case Record element with a Decision element. The Decision element determines whether a case record matches the philanthropic research request type.
    5. In the Yes path, add a Create Records element, and set the field value for contact ID.
      Set additional values as needed, such as description, record type ID, or subject. To locate the record type ID, see Find the Salesforce ID of a Record Type.
      Note
      Note To avoid issues when you deploy the flow from a sandbox org production, make sure that the record ID is the same in both orgs.
    6. In the No (Default) path, add a Create Records element to create a default record type.
    7. Save and activate the flow.
  3. Modify the Prospect Research: Create Party Philanthropic Research Profile flow.
    1. From Setup, find and select Flows.
    2. Select Prospect Research: Create Party Philanthropic Research Profile.
    3. Click Save as New Flow.
    4. For the Get Case element, add a condition where the Record Type ID equals the ID of the philanthropic research request case record type.
    5. (Optional) For the Create Party Philanthropic Research Profile element, set the field values for research profile phase and research profile type to your own picklist values.
    6. Save and activate the flow.