Transform raw donor meeting notes into a structured summary with key discussion points and next steps. Use when a major giving officer provides notes or a recap from a donor meeting.
Required Editions
| Available in: Lightning Experience |
| Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action. |
| Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action. |
| User Permissions Needed | |
|---|---|
| To use the Donor Engagement Agent: |
Fundraising_User or Fundraising_Admin permission set group AND Agentforce For Fundraising Access permission set |
| To use the Donor Engagement Agent in Fundraising with Agentforce Education: | Modified Education Cloud Full Access permission set |
| To use the prompt template: | Prompt Template User permission set |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | PrepareDonorMeetingNotes |
| Reference Action | Prompt Template |
| Does this action execute one or more prompt templates? | Yes |