Agentforce for Non-profits | Pre-built Skill

Simplify prospect research for major gift success

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 analyse wealth indicators, philanthropic events, research assessments and key milestones allowing staff to redirect their time to fundraising for the mission.

Pre-built Topic | Employee Facing

Automate Prospect Research

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, Summarise Wealth Capacity, Create Philanthropic Assessment, Summarise Philanthropic Milestones

Data sources:
CRM Data

Industry data objects referenced:
Contact; Philanthropic Assessment, Milestone, Indicator, Occurrence, Research Profile

Make prospect research easier and deliver more, succesful major gifts.

Agentforce is a proactive, autonomous AI application that provides specialised, always-on support to employees and other stakeholders and delivers results that increase your impact.

Increase staff productivity and satisfaction
Increase donor satisfaction
Improve stakeholder engagement

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.