Improve the Donor Experience with a Self-Service Donor Support Agent

Give your donors the power to manage their own recurring gifts in an Experience Cloud site. The Donor Support Agent helps donors to handle common requests such as changing a recurring gift's amount and frequency. Reclaim your staff's time to focus on building relationships while providing donors with the fast, modern experience they expect.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Fundraising is enabled.

When: The Donor Support Agent is available starting the week of June 5, 2026.

Who:

  • Admins with the FundraisingAccess and the Agentforce Default Admin permission sets can set up the agent.
  • Users with the Fundraising Experience Cloud and the Manage Donations with Agentforce in Experience Cloud permission sets can use the agent on an Experience Cloud site.
  • Admins of Fundraising with Agentforce Education, turn on Fundraising in Agentforce Education and then create and assign a permission set to their users.

How: In Settings, turn on Agentforce Employee Agents and Donor Support Agent (beta). In Agentforce Studio, turn on Agentforce Agents.