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Nonprofit Cloud Agents
Learn about the Agentforce agents that are available for fundraising, volunteer management, and program management.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud and Einstein for Nonprofits licenses enabled. |
- Philanthropic Research Topics in Agentforce
- Use Philanthropic Research subagents in Agentforce to optimize your philanthropic engagement and research efforts. Use these insights to tailor outreach, build personalized engagement strategies, and foster deeper relationships with donors and increase their loyalty. See Philanthropic Research Subagents in Agentforce.
- Volunteer Management Agent
- Efficiently manage volunteer shifts and initiatives, reducing administrative tasks and improving engagement. Access the Shift Capacity & Coverage subagent in the Agent Builder to identify unfilled shifts and find the most suitable volunteers to fill them. See Volunteer Management Agent.
- Participant Management Agentforce Agent
- Create an Agentforce agent to help case managers and program staff record benefits, create tasks, and update goals for participants. Name your agent, define its role, and keep a record of conversations to review agent behavior. Add the Participant Management subagent to streamline documentation and record keeping tasks. See Participant Management Agent.
- Donor Support Agent
- Fulfill donor requests to pause, resume, close, or update the amount of their existing gift commitments with recurring schedules in an Experience Cloud site. Access the Manage Gift Commitments subagent on the Agentforce Builder to help donors manage their gift commitments. See Donor Support Agent.
- Donor Engagement Agent
- Capture and preserve donor relationship notes for major giving officers. Convert raw notes into structured interaction summaries and follow-up tasks so that you never lose critical donor intelligence. See Donor Engagement Agent.
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