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Agentforce Nonprofit
Create a Donor Engagement Agent

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Create a Donor Engagement Agent

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

Required Editions

Available in: Lightning Experience
Available with: Enterprise, Unlimited and Developer Editions with the Agentforce for Nonprofit Add-on or Agentforce 1 Edition where Fundraising is enabled.
User Permissions Needed

To set up an AI agent for Nonprofit Cloud:

Agentforce Default Admin permission set

AND

Agentforce for Fundraising Access permission set

To use the Donor Engagement Agent in Fundraising with Nonprofit:

Fundraising_User or Fundraising_Admin permission set group

AND

Agentforce For Fundraising Access permission set
To edit the prompt template Prompt Template Manager permission set
To use the prompt template Prompt Template User permission set

Before you begin, complete these tasks.

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.
 
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