To prepare your Salesforce org to use Philanthropic Research, complete these prerequisites.
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 |
- Turn on Einstein Generative AI for Philanthropic Research in Nonprofit
To use the Einstein features in the Prospect Research: Create Research Request and Prospect Research: Get Interaction or Philanthropic Details flows, turn on Einstein generative AI in your Salesforce org. - Update Philanthropic Research Page Layouts in Nonprofit
Add buttons to Philanthropic Research record pages to easily launch the Philanthropic Research: Promote Party Philanthropic Indicator to Party Philanthropic Occurrence and Create Research Request Case flows.