Morning! I recently attended the amazing Dreamforce 2 U - Chicago event hosted by @Joy Rener, @Ali Mithavayani
and others. What a fantastic day it was!
As an NPSP user, one of my take-aways was that there were a couple Agents that rolled out to NPC customers, but not to NPSP customers. Although these Agents were not rolled out to NPSP customers, the message was that they could be built in NPSP. I believe these two Agents were along the lines of a 1) Prospect Research Agent and 2) Participant Management Agent.
By chance, does anyone have the steps or a direction for replicating these NPC Agents in NPSP? Thanks!
Greetings! That appears to be an exceptional session. It is probable that you will need to construct custom flows or employ Apex in order to replicate those agents. It is not a straightforward transition. A competent developer will provide you with a detailed outline of the procedures.
