---
schema_version: "1"
id: 517526fa84b330046b0f8a5ee0f16067cc2ef14e58f551f3bc25adcc8531549f
title: Use the Donor Task Management Subagent
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_task_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_fundraising_agent_donor_engagement_task_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4769aadcb4de239a7176327875c4818122d8fb9364e3a946307483f07458d2bc
description: After you set up the Donor Engagement Agent, gift officers can use the agent to create tasks and reminders to follow up with donors.
products:
  - Education Cloud
release: "264"
---
# 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.

### 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>

<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="d162189e68">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d162189e68 ">To use the Donor Engagement Agent:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d162189e68 ">
            <p>Fundraising_User permission set group</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Agentforce For Fundraising Access
              permission set</p>
          </td>

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

With the Donor Task Management subagent, gift officers can use an agent to create follow-up tasks and reminders in Salesforce. To create tasks or reminders, the Donor Task Management subagent contains the Create a To-Do action. To update an existing task, the subagent uses the Extract Fields and Values From User Input action and the Update Record action.

Here are some examples of requests that a gift officer can use with the agent.

 
| Request Example | Result |
| --- | --- |
| Create tasks from the next steps and have them due on Monday | The agent creates the tasks that are related to the interaction that was previously discussed and that note the requested due date. |
| Create a new task to \[task details\] related to \[donor\] | The agent creates the task as described by the user and that is related to the donor mentioned in the request. |