With Agentforce, fundraisers can get a full picture of a prospect or donor all within the flow of work. With autonomous AI Agents, powered by Agentforce, fundraisers can track and analyze wealth indicators, philanthropic events, research assessments, and key milestones allowing staff to redirect their time to fundraising for the mission.
Overview:
Streamline the time consuming process that is donor research. Leverage Agentforce to determine wealth capacity, philanthropic interests, upcoming wealth transfers, and more philanthropic insights.
Actions invoked:
Query Records, Create Case, Summarize Wealth Capacity, Create Philanthropic Assessment, Summarize Philanthropic Milestones
Data sources:
CRM Data
Industry data objects referenced:
Contact; Philanthropic Assessment, Milestone, Indicator, Occurrence, Research Profile
Agentforce is a proactive, autonomous AI application that provides specialized, always-on support to employees and other stakeholders and delivers results that increase your impact.
Try Nonprofit Cloud free for 30 days. No credit card, no installations.
Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
