Donor Engagement Agent Template, Subagents, and Actions

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.

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.

Subagent	Description	Included Actions
Donor Meeting Notes	Capture, edit, and save notes from donor meetings as Interaction Summaries in Salesforce.	Identify Record by Name Query Record Prepare Donor Meeting Notes Create Interaction Create Interaction Summary
Donor Task Management	Create tasks and reminders to follow up with donors.	Identify Record by Name Query Record Create a To-Do Extract Fields and Values From User Input Update Record Get Record Details

SEE ALSO:

• Set Up Your Agent
• Configure Your Agent
• Add a Subagent to Your Agent from the Asset Library