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.
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 set up Philanthropic Research Topics in Agentforce: |
Fundraising_Admin permission set group AND Prompt Template Manager AND Agentforce Default Admin |
Before you begin, make sure to complete these prerequisites:
- Turn on Fundraising in your org.
- Turn on Context Definitions.
- Configure flows for Party Philanthropic Research Profile Management.
- Set up Agentforce for your Education or Nonprofit org.
- Create data to ground the agent responses. See Grounding Data for Philanthropic Research Topics.
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Turn on Philanthropic Research Topics in Agentforce.
- From Setup, find and select Fundraising Settings.
- Turn on Philanthropic Research Topics in Agentforce.
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Assign the necessary permissions to users.
- Fundraising Access (Nonprofit users only)
- Modified Education Cloud Full Access permission set (Education users only)
- Agentforce for Fundraising Access
- Context Service Runtime
- Prompt Template User
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Create an agent from the Agentforce Employee Agent
template.
As part of the setup process, customize your agent settings and add the Philanthropic Research subagents.
For example, in Settings:
- For Agent Details, enter a description: An AI assistant for philanthropic researchers and relationship officers.
- For System, enter agent-level instructions: Help philanthropic researchers by creating philanthropic assessments, summarizing the philanthropic milestones and wealth capacities of prospects, answering related questions, and creating research profiles and research profile canvases in Slack.
- Remove any unnecessary subagents.
- Provide users with access to the agent.