---
schema_version: "1"
id: fdd8a530ab404732ad725c7322c3fc2b66043e5c755694da74006020bb59650a
title: Donor Engagement Agent Template, Subagents, and Actions
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_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_agent_donor_engagement_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e0b5dfadaf0775d622d4a2160955e5d464e90a587bcf3f8adad0db75867a9616
description: The Donor Engagement Agent template contains the subagents and actions that turn raw meeting notes into interaction summaries and follow-up tasks.
products:
  - Nonprofit
release: "264"
---
# 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.

### 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>

Use the Donor Engagement Agent template to capture and preserve donor relationship notes for major giving officers. Use an assistive AI agent to convert raw notes into structured interaction summaries and follow-up tasks to preserve critical donor information. The agent template contains the subagents and actions needed to accomplish the agent’s jobs.

To refine and craft a structured interaction summary from rough meeting notes, use these agent components.

- Prepare Donor Meeting Notes prompt template
- Donor Meeting Notes subagent
- Prepare Donor Meeting Notes action

To create follow-up tasks from the meeting notes, use these agent components.

- Donor Task Management subagent
- Create a To-Do action
- Extract Fields and Values From User Input action

The Agent Router subagent coordinates and guides the subagent selection within the Donor Engagement agent template.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:25%">
        <col style="width:37.5%">
        <col style="width:37.5%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10580e107">Subagent</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10580e110">Description</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10580e113">Included Actions</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d10580e107 ">Donor Meeting Notes</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d10580e110 ">Capture, edit, and save notes from donor meetings as Interaction Summaries in
            Salesforce.</td>

          <td data-label="Included Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d10580e113 ">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_record_by_name.htm&amp;language=en_US" target="_blank">Identify Record by Name</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;language=en_US" target="_blank">Query Record</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_fundraising_prepare_donor_meeting_notes.htm&amp;language=en_US" target="_blank">Prepare Donor Meeting Notes</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_interaction.htm&amp;language=en_US" target="_blank">Create Interaction</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_interactionsum.htm&amp;language=en_US" target="_blank">Create Interaction Summary</a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d10580e107 ">Donor Task Management</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d10580e110 ">Create tasks and reminders to follow up with donors.</td>

          <td data-label="Included Actions" class="slds-cell-wrap" style="vertical-align:top;" headers="d10580e113 ">
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_identify_record_by_name.htm&amp;language=en_US" target="_blank">Identify Record by Name</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;language=en_US" target="_blank">Query Record</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_create_a_to_do.htm&amp;language=en_US" target="_blank">Create a To-Do</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_extract_fields_values.htm&amp;language=en_US" target="_blank">Extract Fields and Values From User Input</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_update_record.htm&amp;language=en_US" target="_blank">Update Record</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_get_record_details.htm&amp;language=en_US" target="_blank">Get Record Details</a>
              </li>

            </ul>
          </td>

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

SEE ALSO:

- [Set Up Your Agent](https://help.salesforce.com/s/articleView?id=ai.agent_parent_setup.htm&language=en_US)
- [Configure Your Agent](https://help.salesforce.com/s/articleView?id=ai.agent_parent_configure.htm&language=en_US)
- [Add a Subagent to Your Agent from the Asset Library](https://help.salesforce.com/s/articleView?id=ai.agent_topics_add_asset.htm&language=en_US)