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Create Research Profiles and Research Profile Canvases in Slack in Nonprofit

Integrate Philanthropic Research Topics in Agentforce with Slack. Create party philanthropic research profiles, research requests, and research profile canvases.

Required Editions

Available in: Lightning Experience
Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with Slack and the applicable Agentforce add-on license
Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions with Slack and the applicable Agentforce add-on license
User Permissions Needed
To integrate Philanthropic Research Topics in Agentforce with Slack:

Fundraising_Admin permission set group

AND

Prompt Template Manager

AND

Agentforce Default Admin

Before you start, set up Philanthropic Research Topics in Agentforce.

  1. Connect Salesforce and Slack.
  2. Sign your Slack user into Salesforce from Slack.
    1. Sign in to your Slack workspace.
    2. From the sidebar, click Sign in to your Salesforce.
    3. Click Continue.
    4. Click Continue to Salesforce.
    5. Enter your admin login credentials.
    6. Click Login and then click Allow.
  3. Install the Slack connected app.
  4. Add the Philanthropic Research agent to Slack.