# Setup prerequisites and feature enablement order

*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/setup-prerequisites-and-feature-enablement-order*

What an Agentforce Nonprofit org needs before any feature is turned on, which shared features depend on which (Data Processing Engine, Data Pipelines, Discovery Framework), how Fundraising is prepared and its rollups and RFM scores set up, and where Salesforce Go and path, kanban and calendar fit.

- 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

- Sequence an Agentforce Nonprofit (formerly Nonprofit Cloud) implementation: prerequisites first, then permissions, then each feature.
- Name the shared feature another feature depends on: Data Processing Engine under Actionable Segmentation and Fundraising rollups, a runtime platform under Data Processing Engine, Discovery Framework under Dynamic Assessments.
- Prepare an org for Fundraising and pick the Fundraising setup area that meets a stated need.
- Point an admin to Salesforce Go, and to the standard path, kanban and calendar features on nonprofit objects.
- Key terms: **prerequisites** (the basics configured before any feature); **Data Processing Engine** (zero-code tool that transforms data and writes results back); **Data Pipelines** (one runtime platform for Data Processing Engine definitions); **Discovery Framework** (the data model for Omniscript form data); **Salesforce Go** (one setup location to explore, configure and monitor features).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Setup order | Complete prerequisites, then turn on features | [Nonprofit Cloud Setup](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_nonprofit_cloud_parent.htm&language=en_US&type=5) |
| Prerequisite permission | View Setup and Configuration | [Complete Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5) |
| Grantmaking and Person Accounts | Not required for Grantmaking; strongly recommended with Fundraising or Program Management | [Complete Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5) |
| Actionable Segmentation | Relies on Data Processing Engine summaries | [Complete Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5) |
| DPE setup | Permissions plus Data 360 or Data Pipelines as runtime | [DPE Setup](https://help.salesforce.com/s/articleView?id=ind.dpe_setup_parent.htm&type=5&language=en_US) |
| Dynamic Assessments | Discovery Framework turned on first, with Customize Application | [Dynamic Assessments Prerequisites](https://help.salesforce.com/s/articleView?id=sf.psc_dynamic_assessments_prerequisites.htm&language=en_US&type=5) |
| Fundraising prerequisites | Permission sets, person accounts, turn on Fundraising | [Fundraising Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_prerequisites.htm&type=5&language=en_US) |
| Fundraising DPE templates | Clone, activate and run; Data Pipelines enabled first | [Clone Templates](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_start_configure_new_data_processing_engine.htm&type=5&language=en_US) |
| Fundraising rollup timing | Nightly by default once the cloned templates are activated; a schedule-triggered flow sets your own schedule | [Clone Templates](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_start_configure_new_data_processing_engine.htm&type=5&language=en_US), [Set Up Automatic Updates](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_automatic_updates_for_fundraising_rollups.htm&type=5&language=en_US) |
| Agentforce agents | Current product; Nonprofit Cloud and Einstein for Nonprofits licences; Agentforce Employee Agent template | [Agentforce for Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_ai_agentforce_for_nonprofit_cloud.htm&type=5&language=en_US) |
| RFM job | Manual run possible; scheduled run recommended | [Configure RFM Scoring](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_rfm_scoring.htm&type=5&language=en_US) |
| Path setup permission | Modify All Data and Customize Application | [Expand Object Capabilities](https://help.salesforce.com/s/articleView?id=sfdo.npc_expand_object_capabilities.htm&type=5&language=en_US) |
| Salesforce Go | Explore, configure and monitor feature usage | [Salesforce Go](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_salesforce_go.htm&type=5&language=en_US) |

## Check yourself

- Why should RFM source fields use the same units of measure?
- When can an admin buy add-on licenses directly from Salesforce Go?
- Which two user permissions does an admin need to set up Path on a nonprofit object?
- How many nodes can the output record count option track when you run a cloned Fundraising template?
- In which order do you enter the recency score ranges when configuring RFM scoring?

## Sources

- [Nonprofit Cloud Setup](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_nonprofit_cloud_parent.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)
- [Enable and Configure Nonprofit Cloud Features](https://help.salesforce.com/s/articleView?id=sfdo.npc_enable_and_configure_nonprofit_cloud_features.htm&type=5&language=en_US)
- [Set Up Fundraising in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.npc_fr_set_up_configure_fundraising.htm&language=en_US&type=5)
- [Fundraising Prerequisites in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_prerequisites.htm&type=5&language=en_US)
- [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)
- [Clone Templates for Fundraising Data Rollups and Lists in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_start_configure_new_data_processing_engine.htm&type=5&language=en_US)
- [Set Up Automatic Updates For Fundraising Rollups in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_automatic_updates_for_fundraising_rollups.htm&type=5&language=en_US)
- [Configure and Schedule Program and Benefit Summary Calculations](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_summary_calc.htm&type=5&language=en_US)
- [Fundraising in Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_fundraising_in_nonprofit_cloud.htm&type=5&language=en_US)
- [Agentforce for Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_ai_agentforce_for_nonprofit_cloud.htm&type=5&language=en_US)
- [Salesforce for Nonprofits (Summer '25 release notes)](https://help.salesforce.com/s/articleView?id=release-notes.rn_nonprofit.htm&release=256&type=5)
- [Configure RFM Scoring in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_rfm_scoring.htm&type=5&language=en_US)
- [Data Processing Engine](https://help.salesforce.com/s/articleView?id=ind.dpe_intro.htm&language=en_US&type=5)
- [Data Processing Engine Setup](https://help.salesforce.com/s/articleView?id=ind.dpe_setup_parent.htm&type=5&language=en_US)
- [Dynamic Assessments Prerequisites](https://help.salesforce.com/s/articleView?id=sf.psc_dynamic_assessments_prerequisites.htm&language=en_US&type=5)
- [Discover and Set Up Nonprofit Cloud Features with Salesforce Go](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_salesforce_go.htm&type=5&language=en_US)
- [Expand Object Capabilities in Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_expand_object_capabilities.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams