Philanthropic research is the foundation of strategic donor engagement. Use Philanthropic Research tools in Salesforce to understand donor capacity, track wealth signals, and build meaningful relationships with individuals and organizations. With a centralized view of philanthropic data, prioritize outreach and identify opportunities for deeper engagement.
Required Editions
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
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Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
Philanthropic Research brings together data, automation, and collaboration tools to support your fundraising strategy. Use these features to research prospective donors, assess wealth capacity, and act on insights across your team.
- Manage philanthropic records—track party philanthropic indicator, assessment, occurrence, and milestone records for a holistic view of donor wealth and engagement.
- Work from a centralized app—the Philanthropic Research Lightning app centralizes cases, donor profiles, wealth signals, and constituent roles for efficient research management.
- Automate key workflows—automate record creation, planned gift updates, and donor classification using built-in flows and Data Processing Engine (DPE) definitions.
- Collaborate in Slack—integrate Salesforce with Slack to create research request channels, ensuring real-time alignment between researchers and relationship officers.
Relationship officers and prospect researchers can use Philanthropic Research subagents in Agentforce to optimize philanthropic engagement and research efforts.
- Prerequisites for Philanthropic Research in Nonprofit
To prepare your Salesforce org to use Philanthropic Research, complete these prerequisites. - Philanthropic Research Records in Nonprofit
Build philanthropic relationships by using Fundraising objects to identify, track, and act on data of a person or an organization. - Philanthropic Research Lightning App in Nonprofit
Manage your philanthropic research requests and insights in one place with the Philanthropic Research Lightning app. - Philanthropic Research Automation in Nonprofit
Use flows and Data Processing Engine (DPE) definitions to create and manage philanthropic research records. To customize a flow, clone, make your changes, and then activate the cloned flow. - Create a Research Request Case Slack Channel Nonprofit
Modify the Prospect Research: Create Research Request Case flow. When your team creates a research request case, the updated flow creates a Slack channel so that relationship officers and researchers can collaborate on research requests directly in Slack.