---
schema_version: "1"
id: 71501713294af0065acedfc9dbe5ea01819ebc67888fe08db23c72a3e5c4369b
title: Create a Donor Engagement Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_agent_donor_engagement_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_agent_donor_engagement_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a36002990700423e5da2f40a70c42d24e62c1b6998ba2e1a87a49793f79e6f76
description: Create an Agentforce agent to help gift officers record and plan their engagements with major donors.
products:
  - Nonprofit
release: "264"
---
# Create a Donor Engagement Agent

Create an Agentforce agent to help gift officers record and plan their engagements with major donors.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></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 the Agentforce for Nonprofit Add-on or Agentforce 1 Edition where Fundraising is enabled.</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="d2318e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2318e71 ">
              <p style="margin-bottom:0;">To set up an AI agent for Nonprofit Cloud:</p>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2318e71 ">
              <p>Agentforce Default Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Agentforce for Fundraising Access
                permission set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2318e71 ">
              <p style="margin-bottom:0;">To use the Donor Engagement Agent in Fundraising with Nonprofit:</p>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2318e71 ">
              <p>Fundraising_User or Fundraising_Admin permission set group</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Agentforce For
                Fundraising Access permission set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2318e71 ">To edit the prompt template</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2318e71 ">Prompt Template Manager permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2318e71 ">To use the prompt template</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2318e71 ">Prompt Template User permission set</td>

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

Before you begin, complete these tasks.

- Make sure that Fundraising is enabled in your org.
- Turn on and set up Agentforce in your org.
    - For Nonprofit Cloud, see [Agentforce for Nonprofit Cloud Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.npc_agentforce_for_nonprofit_cloud_prerequisites.htm&language=en_US&type=5).
    - For Education Cloud, see [Set Up Agentforce for Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_agentforce_for_education_cloud.htm&language=en_US&type=5).
- Turn on and configure Interaction Summaries.

The Donor Engagement Agent includes these subagents:

- Donor Meeting Notes — the agent uses this subagent to create a record of their donor meetings.
- Donor Task Management — the agent uses this subagent to create tasks and reminders to follow up with donors.

1. Turn on the Donor Engagement template.
    1. From the App Launcher, search for and select **Agentforce Studio**.
    2. From the left column, select **Prompt Templates**.
        
        Prompt Builder opens in a new window.
    3. In the Prompt Templates table, search for Prepare, and select **Prepare Donor Meeting Notes**.
        
        The prompt template controls how the agent formats raw meeting notes into structured interaction summaries. You can update the instructions, grounding data, and note template.
    4. Customize the template as needed, then select **Save as a New Version** to save your changes.
    5. Activate the version of the template you prefer.
2. Create an agent.
    1. Return to Agentforce Studio and click **New Agent**.
        
        The Agentforce Builder template page opens.
    2. Select the **Donor Engagement** template.
    3. Give your agent a name and click **Let’s Go**.
        
        The agent summary opens where you can become familiar with the agent’s subagents and actions.
3. Click **Commit Version** to lock the agent and prepare it for activation.
    
    After an agent version is committed, you can’t edit it. To make changes after committing the agent, create a new version.
4. Click **Activate**.
5. Add the Donor Engagement agent to a permission set or profile so that assigned donor gift officers can use the agent.
    
    A permission set named “Agentforce Agent \[Your Agent Name\] Permissions” is created automatically. This permission set is used to customize permissions and assign agent access.

SEE ALSO:

- [Donor Engagement Agent in Agentforce for Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_agent_donor_engagement.htm&release=264.0.0&type=5 "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.")
- [Use the Donor Meeting Notes Subagent](https://help.salesforce.com/s/articleView?id=sfdo.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.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.")