# Interaction Summary setup and sharing models

*Agentforce Nonprofit Consultant Study Guide · Agentforce Nonprofit Setup · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/agentforce-nonprofit-setup/interaction-summary-setup-and-sharing-models*

How to turn on Interaction Summary and the Enhanced Interaction Note Interface, why notes start creator-only plus role hierarchy, how sharing rules widen access while parent object-level access and compliant data sharing narrow it, and how the component, interest tags and the publish field are set up.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Agentforce Nonprofit Setup
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Enable features of Agentforce Nonprofit and assign related permissions sets and permission set licenses.

## What the exam expects

- Turn on Interaction Summary with its companion settings, and name the permissions needed to set it up and to change its sharing.
- Explain the default access to interaction summaries and choose how to widen it (org-wide default or sharing rules) or narrow it (parent object-level access or compliant data sharing).
- Order the steps that configure compliant data sharing for interactions and interaction summaries.
- Place the Interaction Summaries component on a record page with the right Lookup Field, enable topics and interest tags on notes, and let users publish notes.
- Key terms: **Interaction Summary** (a permanent, detailed note of an interaction); **Enhanced Interaction Note Interface** (the guided flow for writing and sharing notes); **Interaction Summary Custom sharing provider** (the setting that gives parent object-level access); **compliant data sharing** (participant-based access control configured per object).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Companion settings | Both role hierarchy–based sharing settings and the Enhanced Interaction Note Interface | [Complete Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5) |
| Setup location | Interaction Summary Settings, under Program and Case Management Settings | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |
| Sharing configuration permission | Interaction Summary and Customize Application | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |
| Default org-wide default | Private, internal and external | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |
| Grant Access Using Hierarchies | Enabled by default | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |
| Parent object-level access | Interaction Summary Custom sharing provider; can be disabled any time | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |
| Notes under an account | Use compliant data sharing | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |
| Compliant sharing first step | Permission set on the Compliant DataSharing license with Use Compliant Data Sharing | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |
| Case component Lookup Field | Related Record | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |
| Publish notes | Interaction Note Published field visible in field-level security | [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5) |

## Check yourself

- Which predefined case page already includes the Interaction Summaries component?
- Why must compliant data sharing be on for the Interaction object, not only Interaction Summary?
- When parent object-level access has been on for a while, can the admin switch it off again?
- Which five topic permissions do profiles need before users tag notes?

## Sources

- [Set Up Interaction Summaries](https://help.salesforce.com/s/articleView?id=ind.psc_interaction_summaries.htm&language=en_US&type=5)
- [Complete Nonprofit Cloud Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5)
- [Security and Permissions for Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Nonprofit_Cloud_Permission_Sets.htm&language=en_US&type=5)
- [Care Plans Editions and Permissions](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_editions.htm&language=en_US&type=5)
- [Enable Features that Enhance Fundraising in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_features_that_enhance_fundraising.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 11 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams