See What’s New with Salesforce.org and Salesforce Anywhere

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how to give donors options to select a designation for their gift and to cover fees on Giving Pages.
  • Discuss how to simplify the process of inviting grantseekers and handle the related security/record ownership settings.
  • Describe how to provide a seamless experience for applicants and admissions teams with the new Admissions Connect product.
  • Explain how to deliver equitable and holistic student support from anywhere.
  • Explain how to templatize in-line fields and record data inside documents.

Salesforce.org Elevate Enhancements

With the Spring ’21 release, now you can let donors select a designation for their gift and provide them with an option to cover fees on Giving Pages. Elevate also now supports additional payment gateways and migration of recurring donors’ gift and payment data to Elevate.

The Select Designation option on the Donation Details screen in Giving Pages

Learn more about Salesforce.org Elevate enhancements.

Nonprofit Cloud: Grants Management Enhancements

The latest enhancements to Grants Management give you tools to simplify the process of inviting grantseekers and handle the related security/record ownership settings. Improve the usability of your grantee portal and make interactions more intuitive.

The Send Invitation screen in Grants Management

Learn more about enhancements to Grants Management.

Education Cloud: Admissions Connect

Provide a seamless experience for applicants and admissions teams with this new application and decisioning product for recruitment and admissions. Admissions Connect includes a data model, application reader, and document management.

Learn more about Admissions Connect.

Education Cloud: Student Success Hub

Student Success Hub helps K-12 schools deliver equitable and holistic support from anywhere. Connect students with the services they need to thrive–from food and mental health to devices, tutoring, and much more.

Learn more about Student Success Hub.

Salesforce Anywhere: Live Data Enhancements

The Winter '21 release enabled you to add live Salesforce field data anywhere in a document on the fly. Now, with Spring ‘21, you can include these Live Data Mentions in document templates so the field data auto-populates when a user enters it—keeping strategic plans more connected to Salesforce data.

Example document with Live Data Mentions auto-populated

Learn more about Live Data Enhancements.

Resources

Keep learning for
free!
Sign up for an account to continue.
What’s in it for you?
  • 1 in 4 land a new job
  • 50% receive a promotion or raise
  • 80% learn new technologies that boost their resume
  • 66% say it increases productivity
Source: Trailblazer Community Impact Survey 2019