Learn about the latest features from Agentforce Nonprofit that boost productivity throughout your organization. Support fundraising, programs, grantmaking, outcomes, and volunteers with the latest CRM capabilities.
Nonprofit Cloud is now Agentforce Nonprofit. You may see references to Nonprofit Cloud in Salesforce applications and documentation.
- Fundraising
Ensure a smooth transition to Fundraising by pausing gift validations during data migration. Invest your staff and donors with the powerful new recurrence engine that updates and tracks every donation concurrently according to industry best practices. The self-service Donor Support agent helps donors handle common requests independently, such as updating their own recurring gifts.
- Program and Case Management
Empower case managers and simplify program administration with AI-driven insights and streamlined setup. Use the Participant Summary agent to quickly review a client’s history and the Participant Management agent in Slack to automate documentation tasks with single-command efficiency.
- Outcome Management
Use the new ApplicationForm fields to identify the application that relates to the outcome activity and that the indicator assignment measures.
- Simplify Feature Discovery and Setup
Discover, set up, and configure Fundraising, Program Management, and Case Management features from a single location in Setup. Use Salesforce Go to track all feature usage from this centralized hub. You can also learn more about specific features and get help with configuration. Simply access the provided content resources and links to get started. - Updated Feature for Grants Management Managed Package
Verify nonprofit tax status with a modernized API integration. The Grants Management tax status search glossary now protects the stability of your due diligence tools by using the latest direct-to-provider API model. This new system provides a more efficient way to get essential compliance data. Your users retain the same familiar experience while benefiting from a more secure and sustainable technical architecture. - Changed Connect REST API for Nonproft
Learn more about the changed connect API available in Nonprofit.