Agentforce Nonprofit Setup22% of the exam
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.
Enable features of Agentforce Nonprofit and assign related permissions sets and permission set licenses.
~8 min read · 9 practice questions ·
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
Setup order
- Detail
- Complete prerequisites, then turn on features
Prerequisite permission
- Detail
- View Setup and Configuration
Grantmaking and Person Accounts
- Detail
- Not required for Grantmaking; strongly recommended with Fundraising or Program Management
Actionable Segmentation
- Detail
- Relies on Data Processing Engine summaries
DPE setup
- Detail
- Permissions plus Data 360 or Data Pipelines as runtime
Dynamic Assessments
- Detail
- Discovery Framework turned on first, with Customize Application
Fundraising prerequisites
- Detail
- Permission sets, person accounts, turn on Fundraising
Fundraising DPE templates
- Detail
- Clone, activate and run; Data Pipelines enabled first
Fundraising rollup timing
- Detail
- Nightly by default once the cloned templates are activated; a schedule-triggered flow sets your own schedule
Agentforce agents
- Detail
- Current product; Nonprofit Cloud and Einstein for Nonprofits licences; Agentforce Employee Agent template
RFM job
- Detail
- Manual run possible; scheduled run recommended
Path setup permission
- Detail
- Modify All Data and Customize Application
Salesforce Go
- Detail
- Explore, configure and monitor feature usage
Sources for this section (11)
- Nonprofit Cloud Setuphelp.salesforce.com (opens in a new tab)
- Complete Prerequisiteshelp.salesforce.com (opens in a new tab)
- DPE Setuphelp.salesforce.com (opens in a new tab)
- Dynamic Assessments Prerequisiteshelp.salesforce.com (opens in a new tab)
- Fundraising Prerequisiteshelp.salesforce.com (opens in a new tab)
- Clone Templateshelp.salesforce.com (opens in a new tab)
- Set Up Automatic Updateshelp.salesforce.com (opens in a new tab)
- Agentforce for Nonprofit Cloudhelp.salesforce.com (opens in a new tab)
- Configure RFM Scoringhelp.salesforce.com (opens in a new tab)
- Expand Object Capabilitieshelp.salesforce.com (opens in a new tab)
- Salesforce Gohelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Nonprofit Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Agentforce Nonprofit Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (9 questions for this lesson)
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