---
schema_version: "1"
id: dbdeac3b028fb83e8bfe102141c4d282b5b9177531a67c3e05c7c7cadd5b67ee
title: Capture Donor Meeting Notes and Tasks with the Donor Engagement Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fundraising_capture_donor_meeting_notes.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising_capture_donor_meeting_notes.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d53ffb7d487e620f9128a40902d494c0a6a261b8d6e51591a082883d2897dfeb
description: Help major giving officers transform raw meeting notes into structured interaction summaries and follow-up tasks. The Donor Engagement Agent converts informal notes into organized records containing key discussion points, donor sentiment, and next steps. These records save critical donor intelligence so you don’t lose the details.
products:
  - Cross Cloud
release: "262"
---
# Capture Donor Meeting Notes and Tasks with the Donor Engagement Agent

Help major giving officers transform raw meeting notes into structured interaction summaries and follow-up tasks. The Donor Engagement Agent converts informal notes into organized records containing key discussion points, donor sentiment, and next steps. These records save critical donor intelligence so you don’t lose the details.

**Where:** This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with the Agentforce for Nonprofit add-on or Agentforce 1 Edition, where Fundraising is enabled.

**When:** The Donor Engagement Agent is available starting the week of August 3, 2026.

**Who:**

- Nonprofit Admins with the Agentforce Default Admin and the Agentforce for Fundraising Access permission sets can set up the agent in Agentforce Studio.
- Admins of Fundraising with Agentforce Education, turn on Fundraising in Agentforce Education and then create and assign a permission set to their users.
- Nonprofit Users with the Agentforce for Fundraising Access permission set and either the Fundraising User or Fundraising Admin permission set groups can use the agent in Fundraising with Agentforce Nonprofit.
- Users of Fundraising with Agentforce Education with the Modified Education Cloud Full Access permission set can use the agent in Fundraising with Agentforce Education.
- Admins with the Prompt Template Manager permission set can edit the prompt template.
- Users with the Prompt Template User permission set can use the prompt template.

**How:** In Settings, turn on **Einstein**, **Agentforce Agents**, **Nonprofit Employee Agents**, and **Nonprofit Generative AI**. Turn on **Interaction Summaries** to use the Donor Meeting Notes subagent. In Agentforce Studio, create an agent by using the Donor Engagement template. The template includes two subagents: Donor Meeting Notes, which captures and saves meeting notes as Interaction Summaries, and Donor Task Management, which creates follow-up tasks related to donor accounts.

#### See Also

- [_Salesforce Help_: About Einstein Generative AI (can be outdated or unavailable during release preview)](https://help.salesforce.com/s/articleView?id=ai.generative_ai_about.htm&language=en_US)
- [_Salesforce Help_: Donor Engagement Agent in Nonprofit (can be outdated or unavailable during release preview)](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_fundraising_agent_donor_engagement.htm&language=en_US)
- [_Salesforce Help_: Donor Engagement Agent in Education (can be outdated or unavailable during release preview)](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_fundraising_agent_donor_engagement.htm&language=en_US)