---
schema_version: "1"
id: 9d91ea7176865f6f5c96df3d271954fc795287af5ecee577ec399dd364b02328
title: Donor Engagement Agent in Education
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_fundraising_agent_donor_engagement.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9604be27fbdbcfb8b8593b980525cc5587a071205d82ae33a0637eab8a733987
description: 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.
products:
  - Education Cloud
release: "264"
---
# Donor Engagement Agent in Education

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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;">Available with: <strong>Enterprise</strong>, <strong>Unlimited</strong> and <strong>Developer</strong> 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.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement_template.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement_considerations.htm&release=264.0.0&type=5)**  
    To use the Donor Engagement Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
- **[Create a Donor Engagement Agent](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement_setup.htm&release=264.0.0&type=5)**  
    Create an Agentforce agent to help gift officers record and plan their engagements with major donors.
- **[Use the Donor Meeting Notes Subagent](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement_meeting_notes.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement_task_management.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement_slack.htm&release=264.0.0&type=5)**  
    Create donor meeting notes and follow-up tasks within Slack after you integrate the Donor Engagement Agent.