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            Fundraising | Prepare Donor Meeting Notes

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            Fundraising | Prepare Donor Meeting Notes

            Transform raw donor meeting notes into a structured summary with key discussion points and next steps. Use when a major giving officer provides notes or a recap from a donor meeting.

            Required Editions

            Available in: Lightning Experience
            Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Education add-on or included in Agentforce 1 Education Edition. Requires each user to have the Agentforce for Education add-on to access the action.
            Nonprofit Cloud: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.
            User Permissions Needed
            To use the Donor Engagement Agent:

            Fundraising_User or Fundraising_Admin permission set group

            AND

            Agentforce For Fundraising Access permission set
            To use the Donor Engagement Agent in Fundraising with Agentforce Education: Modified Education Cloud Full Access permission set
            To use the prompt template: Prompt Template User permission set
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name PrepareDonorMeetingNotes
            Reference Action Prompt Template
            Does this action execute one or more prompt templates? Yes
             
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