Use the Donor Task Management Subagent

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.

User Permissions Needed
To use the Donor Engagement Agent:	Fundraising_User permission set group AND Agentforce For Fundraising Access permission set

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.