---
schema_version: "1"
id: a11ea0d140d8baf79bf8838ed1c75caec763c10184d8551086d107ee7532ada1
title: Set Up Philanthropic Research Topics in Agentforce in Nonprofit
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_set_up_philanthropic_research_topics_in_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_philanthropic_research_topics_in_agentforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c1ec04bdd5293602320a9e671536441d8dabe0507468757bb13a9bafe5d20b3a
description: 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.
products:
  - Nonprofit
release: "264"
---
# Set Up Philanthropic Research Topics in Agentforce in Nonprofit

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Education Cloud: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the applicable Agentforce add-on license</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Nonprofit Cloud: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the applicable Agentforce add-on license</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d29451e94">User Permissions Needed</th>
          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29451e94 ">To set up Philanthropic Research Topics in Agentforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29451e94 ">
              <p>Fundraising_Admin permission set group</p>
              <p>AND</p>
              <p>Prompt Template Manager</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Agentforce Default Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

Before you begin, make sure to complete these prerequisites:

- [Turn on Fundraising in your org](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_fundraising.htm&release=264.0.0&type=5 "To use Fundraising in your org, turn on Fundraising.").
- [Turn on Context Definitions](https://help.salesforce.com/s/articleView?id=ind.context_service_turn_on_context_service.htm&type=5&language=en_US).
- [Configure flows for Party Philanthropic Research Profile Management](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_config_flows_research_profile_management.htm&release=264.0.0&type=5 "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.").
- Set up Agentforce for your [Education](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_agentforce_for_education_cloud.htm&language=en_US) or [Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.npc_agentforce_for_nonprofit_cloud_prerequisites.htm&language=en_US) org.

1. Create data to ground the agent responses. See [Grounding Data for Philanthropic Research Topics](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_grounding_data_for_philanthropic_research_topics.htm&release=264.0.0&type=5 "Create data that aligns with the philanthropic research topics to ground agent responses. The more information available to the agent, the better it performs.").
2. Turn on Philanthropic Research Topics in Agentforce.
    1. From Setup, find and select **Fundraising Settings**.
    2. Turn on **Philanthropic Research Topics in Agentforce**.
3. Assign the necessary permissions to users.
    - Fundraising Access (Nonprofit users only)
    - [Modified Education Cloud Full Access permission set](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_editions_and_permissions.htm&release=264.0.0&type=5 "Review the supported products and editions for Fundraising. Then check out how your product handles permissions and how to assign them.") (Education users only)
    - Agentforce for Fundraising Access
    - Context Service Runtime
    - Prompt Template User
4. [Create an agent from the Agentforce Employee Agent template.](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US)
    
    As part of the setup process, customize your agent settings and add the [Philanthropic Research subagents](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_philanthropic_research_topics_in_agentforce.htm&release=264.0.0&type=5 "Use Philanthropic Research subagents in Agentforce to optimize your philanthropic engagement and research efforts. Leverage these insights to tailor outreach, build personalized engagement strategies, and foster deeper relationships with donors and increase their loyalty.").
    
    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.
5. [Remove any unnecessary subagents](https://help.salesforce.com/s/articleView?id=ai.agent_topics_remove.htm&type=5&language=en_US).
6. [Provide users with access to the agent](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&language=en_US).