Capture and preserve donor relationship notes for major giving officers. Convert raw notes into structured interaction summaries and follow-up tasks so that you never lose critical donor intelligence.
Required Editions
| Available in: Lightning Experience |
| Available with: Enterprise, Unlimited and Developer Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on license, where Fundraising is enabled. Requires each user to have the Agentforce or Einstein add-on to access the actions. |
Note Beginning in April 2026, agent topics are now called subagents. There are no changes to
functionality. During this transition, you may see a mix of the new and previous terms in our
documentation.
- Donor Engagement Agent Template, Subagents, and Actions
The Donor Engagement Agent template contains the subagents and actions that turn raw meeting notes into interaction summaries and follow-up tasks. - Considerations for the Donor Engagement Agent
To use the Donor Engagement Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues. - Create a Donor Engagement Agent
Create an Agentforce agent to help gift officers record and plan their engagements with major donors. - Use the Donor Meeting Notes Subagent
After you set up the Donor Engagement Agent, gift officers can use the agent to create a record of their donor meetings. - Use the Donor Task Management Subagent
After you set up the Donor Engagement Agent, gift officers can use the agent to create tasks and reminders to follow up with donors. - Create Donor Meeting Notes and Follow-Up Tasks in Slack
Create donor meeting notes and follow-up tasks within Slack after you integrate the Donor Engagement Agent.