---
schema_version: "1"
id: d4113dfe7f3cd181f5eec3b34187c744c699c2651eea95eda9518d23b26d1614
title: Fundraising | Prepare Donor Meeting Notes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_fundraising_prepare_donor_meeting_notes.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_fundraising_prepare_donor_meeting_notes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 950f2e9092c2bcdb5644c22069ffedf22584ff1d2be608e8fa5aebe8a2c5d737
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Fundraising | Prepare Donor Meeting Notes

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Education Cloud: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Nonprofit Cloud: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> 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.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d183004e88">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d183004e88 ">To use the Donor Engagement Agent:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d183004e88 ">
            <p>Fundraising_User or Fundraising_Admin permission set group</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Agentforce For
              Fundraising Access permission set</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d183004e88 ">To use the Donor Engagement Agent in Fundraising with Agentforce Education:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d183004e88 ">Modified Education Cloud Full Access permission set</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d183004e88 ">To use the prompt template:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d183004e88 ">Prompt Template User permission set</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d183004e88 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">PrepareDonorMeetingNotes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Prompt Template</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr></tbody></table>