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Nonprofit Hub

This is the Nonprofit Hub for Q&A of the Trailblazer Community! This is a public group for anyone who is interested in how nonprofits are using Salesforce for social good. Or for those folks using the Salesforce.org Apps including the Nonprofit Success Pack (NPSP).
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Justin Gilmore (Solution Engineer en Salesforce)
6 ago, 1:07

Just starting out with Agentforce Nonprofit (AFNP)? Getting stakeholder management right — individuals, households, relationships, affiliations — is one of the hardest parts of a new implementation. There are a lot of objects, a lot of settings, and a lot of choices to make at once. 

 

The Stakeholder Management Quick Start is a free, open-source Global Public Sector Accelerator built specifically for new AFNP customers. It installs an unmanaged package with best-practice configuration already in place — so admins can focus on their organization's needs instead of figuring out the plumbing. 

 

Who is this for?

 Admins and implementation teams starting a new Agentforce Nonprofit implementation who need the stakeholder data model set up correctly from day one. 

 

Why was this built?

The AFNP stakeholder model — households, relationships, affiliations, contact points — requires dozens of interconnected decisions before staff can use it effectively. Without a clear starting point, implementations often end up with duplicate records, broken address syncs, and cleanup debt that builds silently for months. This accelerator provides the starting line. 

 

How can it help me?

Install the package and get the following out of the box:

  • Households — automated household naming, Party Relationship Group creation, and a guided screen flow for adding/removing members and managing per-member address and phone sync
  • Relationships & Affiliations — guided flows for individual-to-individual, person-to-org, and org-to-org relationships with automatic reciprocal creation, customizable roles, and support for preserving history
  • Contact Info — Contact Point Address, Phone, and Email as the system of record, with per-member household sync that respects individual preferences
  • Setup — custom app, Dynamic Lightning Pages, permission sets, quick actions, and field help text ready to go

What does it cost?

Nothing. It's free and open source. 

 

Check out the accelerator here: https://sfdc.co/smqs

 

Read more here: https://www.linkedin.com/pulse/getting-stakeholder-management-right-from-vm2lc/

3 comentarios
  1. Matteo Rossi
    Hoy, 12:31

     This looks useful for new AFNP implementations. The household and relationship setup is one of those areas where early decisions can create a lot of cleanup work later if the data model isn't set up properly. 

    The address and contact point sync options sound especially useful. I'll have to take a closer look at the accelerator. 

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Benito García (Project Manager en DoIT Cloud)
8 jul, 1:13
Where to begin learning about and setting up our Nonprofit Org?

Hello 

 

Can anyone recommend where to start managing my foundation's members? We want to keep track of the people affiliated with our organization. 

 

  • Should it be just using Accounts, Contacts, and Personal Accounts?
  • What should we consider to ensure it's scalable later on? 
  • Do you have a guide or trailmix on how to start setting up the Org and help the foundation's directors become familiar with what Salesforce can do in general?  

      

    Regards

7 respuestas
  1. Juan Fach (FACH CLOUD / Education - NonProfit Cloud - Industries)
    8 jul, 8:14

    Hi Benito 

     

    Thanks for asking. Since NPC was launched, I've noticed that many Salesforce professionals haven't fully understood the new refactoring and data model. Let me give you my tips 

     

    1. Study in detail all new Objects and their definitions from the Salesforce Developer Documentation and use all available Trailhead Trailmixes 

    https://developer.salesforce.com/docs/atlas.en-us.nonprofit_cloud.meta/nonprofit_cloud/npc_intro.htm

     

     

    https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/nonprofit_cloud.pdf

     

     

    2. Analyse your requirements and map them to an existing feature of NPC as much as possible, avoiding creating unnecessary Objects and processes that do not follow the BEST PRACTICES and what is already developed on NPC 

     

    3. Use default and out-of-the-box features and configuration up to 90%, avoiding coding unless it is strictly necessary. The majority of NonProfit requirements can be solved by just evaluating and mapping the default functionalities of NPC  

     

    Study and explore the Salesforce Industry Components 

     

    There are lots of Industry Components, but since we are highlighting the ones utilised by nonprofits, we will be focusing our attention today on the following: 

     

    • Omnistudio
    • Business Rules Engine
    • Action Plans
    • Document Checklists
    • Data Processing Engine
    • Discovery Framework (Assessments)

     

     

    4. Should it be just using Accounts, Contacts, and Personal Accounts? 

     

    According to the new DataModel, it is recommended to use Accounts for Organisations and Businesses, and Person Accounts for Constituents, Individuals, and other individual entities. 

     

    Why? Because now NPC is based on Salesforce Industries, and the new DataModel in Fundraising, for example, is using PersonAccounts as part of the solution and not Contacts 

     

    But as you may know, with PersonAccounts you have certain things to consider, and you will also have access to Contacts, as it is a dual-type Object that includes Account & Contact at the same time.  

     

    5. What should we consider to ensure it's scalable later on?  

     

    Always use standard features, use NPC Objects, map requirements to existing functionality, do not alter or fork the existing NPC data model, and you will not have "scalability issues". 

     

    When your requirement is not covered by NPC, then build, but make sure that you have review all the existing solutions of NPC, including the Salesforce Industry Components too

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Jennifer Shaw (Data and Systems Administrator en neverthirst)
20 ago, 21:25
How do you visually track total giving for donors who give through both their household and their own business(es)?

Hi everyone, 

 

I've posted on the Impact Exchange hoping to get some assistance with this, but I also wanted to ask the community to get more eyes on my problem. I am to the point of overthinking this problem to the point that I can't make a decision to move forward. Essentially I am having trouble figuring out how to accurately report on major donors who give through multiple entities — their household plus one or more personal businesses/LLCs — in NPSP. I'm trying to get an accurate combined giving for the primary contact without breaking lapsed-donor reporting or requiring a lot of manual upkeep. Curious what's worked for others (Account Hierarchy, Contact-level rollups, something else). I am having trouble make soft credit work for my needs. 

 

 

 

Here is the description of my Impact Exchange project for more context:  

neverthirst is a nonprofit running on Salesforce NPSP (Household Account model), with a growing base of major donors who give through multiple entities — their personal household account plus one or more owned businesses (LLCs, foundations, etc.), sometimes four or five per person. We need to reliably report each donor's total giving across every entity they touch, for major-donor stewardship, lapsed-donor tracking, and Top-Donor reporting — without a donor falsely showing as "lapsed" just because they gave through a different business account than last year. 

 

I've prototyped two approaches and want an outside expert to pressure-test the direction and help us build it out properly: (1) NPSP Account Hierarchy, with businesses as child accounts under a household parent, rolled up via custom fields — functional, but dependent on manually maintaining the hierarchy every time a donor's business gives for the first time, and it breaks down when two people co-own the same business and both need full credit. (2) A Primary Contact + soft/hard credit model using NPSP's native rollup fields — less manual maintenance, but a bigger restructuring effort. 

 

Looking for someone with hands-on NPSP experience specifically with multi-entity/household+business donor attribution, who can help us pick (or improve) an architecture, build the supporting rollups and reports, and leave us with documentation our (small, non-technical) team can maintain going forward. Comfortable with an iterative, hands-on engagement rather than a one-time consult — this needs someone in the weeds with us.

5 respuestas
  1. Simran Sharma (Growth Natives)
    Hoy, 7:25

    Start with the crediting rules, not the rollups.

     

    The hierarchy approach can work when one household connects to one business, but it gets risky when the same business needs to give credit to more than one person. Before building more fields or reports, define who should get credit, when they should get credit, and how that should affect lapsed-donor and top-donor reporting.

     

    A good next step is to test those rules against a few real donor examples before choosing the final setup. 

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Amy Tarleton (Associate Director of Development Operations en Indivisible Project)
20 ago, 20:53
SlackBot AI / AgentForce Coworker / AgentForce Agents

Hi, 

 

We're currently using NPSP and have no AI agent of any kind. We're in an exploratory phase to see if any AI solutions might be helpful (doing pretty straight forward things like summarizing info from a record).  

 

I'm having a very hard time parsing through my options, including the three in the title: 

  • Slackbot (after integrating Salesforce & Slack)
  • Agentforce Coworker
  • Agentforce agent that we create

Does anyone have personal experience that you can tell me about for any of these options including: 

  • cost
  • effectiveness/usefulness
  • ease of setup (do I need to be able to code, etc)

OR do you know of any resources to help me understand the differences / what might be best for us? I'm also in touch with our account rep but wanted to post here as well.  

 

Thank you!

8 respuestas
  1. Tom Methews (Girikon)
    Hoy, 6:50

    If your main goal is simple record summarization, I’d start with the lowest-effort option before building a custom Agentforce agent. You can then see whether the summaries are actually useful to your team and expand from there. 

     

    One thing worth considering is what happens after the summary is created. If calls are involved, automatically turning the conversation into structured notes and pushing that context back into Salesforce can save agents a lot of manual work. This explains that workflow in more detail: AI Call Summarization for Salesforce Service Teams

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Amy Tarleton (Associate Director of Development Operations en Indivisible Project)
18 ago, 19:12
How to record Bequest / Planned Giving Pledges

Hi all! 

 

We're working on our Bequest SOP and have a few questions:  

 

  • How do you designate that the gifts are Bequests? Do you have a unique Opportunity Record Type of something else? 
  • When someone has pledged a bequest i.e. "I've put you in my will" but you don't know the amount, do you put it in as Pledge status or a different status? What amount do you use? In the past I've used $1 since it's unknown.

Thanks! 

Amy

3 respuestas
  1. Kim White-Sawczynec (The Greater Boston Food Bank)
    24 ago, 12:33

    We do what others have commented:

    • have a Planned Gift opportunity record type
    • specific sales process for unique stages: 
      • Intention Confirmed = they've informed us that they left us in their will
      • Pending Disbursement = we've been notified that they are deceased and awaiting funds
      • Partially Paid = received sum of full amount
      • Received = full amount paid
      • Closed Lost = they took us out of their will
    • Close Date = the date we are informed of being in the will
    • if we don't know the amount, then we record $0 amount. However, our Planned Gift Officer works hard to find out the amount, and we input a three-year trailing average in the Amount field. This is the side of planned giving that I don't know or understand, but our Advancement leadership team does indeed want to calculate some amount in our fundraising total to show the revenue raised in this stream, even if it's not realized yet. We can easily exclude the record type if we need
      • our NPSP rollups on the Account & Contact calculate from the payment so having an amount populated on these record types isn't a concern there. We can also exclude the record type from reports if needed.
    • Account: we connect the opportunity to the household. After someone passes, we create an "Estate Of..." account, which we then replace on the opportunity with the Household. We then connect the Household and Estate account so we know they are connected.

    Because we have a legitimate Planned Giving Officer with decades of experience, then I'm comfortable with the way we track our planned gifts. However, if I was a small shop then I probably wouldn't track amounts in this way. I'd probably do a separate field called "Intention Amount" or something like that so I could record an amount if I have it and keep Amount at $0.

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Manjula Rajaram ha preguntado en * Release Readiness Trailblazers *
7 feb 2024, 14:47
How to mass export files or attachments related to specific salesforce objects

Hi Experts,

I want to do a mass exporting files or attachments specifically related to Salesforce objects such as Accounts, Contacts, Opportunities, etc. 

 

Could you please provide guidance and suggestions on the potential methods to accomplish this?

@Nonprofit Hub @Nonprofit User Group, Atlanta, US @Salesforce.org System Administrators @Salesforce Administrators & Developers 

8 respuestas
  1. SAIKUMAR M (Utilitarian Labs)
    11 feb 2024, 14:56

    Hi Manjula Rajaram, 

     

    Recently I worked on the Data Migration- Attachements Of Contacts (Export:10,000 and Import:7,000 Attachments) by using Data loader  and also I used third party tool both were working fine. 

     

    Please fallow the below steps for Export:   

    1.Prepare the Soql and apply the export operation.

     

    Select  FieldsALL()  FROM Attachment where Parent.Type = 'Contact' order by createddate limit 1000

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Kyla Farroll (Founder and Executive Director en The Center for Agency, Understanding, and Student Exploration (CAUSE))
18 ago, 16:07
Pro Bono support for nonprofits

Hi everyone! After spending over 3 decades in higher education - including 8 years in the Salesforce ecosystem - I've created my own nonprofit called CAUSE: Center for Agency, Understanding, and Student Exploration. We support high school and postsecondary students through self-discovery and interest exploration leading them to meaningful careers through peer to peer community support and offer experiential learning opportunities. I know the importance of having a solid, scalable technology foundation, especially with the right data architecture, but as a startup I am still pursuing funding opportunities. I'm wondering if there are pro bono resources available to nonprofits to support some MVP development of Nonprofit Cloud (or possibly Education Cloud) and other products? Or, even aside from tech development, other types of resources which provide general planning and management support for nonprofits? I see a lot of options out there for accelerators, investments, etc. for tech startups, but not a lot for nonprofits. Thanks for any guidance, advice, resources, etc. anyone here is willing to provide!

7 respuestas
  1. Juan Fach (FACH CLOUD / Education - NonProfit Cloud - Industries)
    19 ago, 7:22

    @Kyla Farroll To be clearer and more direct in my answer to your post. After doing a few Education Cloud implementations, I am absolutely sure that doing ProBono in that solution is "prohibited" due to the amount and complexity of the work. Nowadays, as NonProfit Cloud is evolving, I would say, after several implementations too, that the same case applies. If your organization wants to do it right, properly, and following best practices with sound knowledge of the solutions, I would encourage you to secure or raise reasonable funds to support the implementations and not forget the maintenance "after implementations," as both solutions demand "real experience and knowledge of the solutions" (beyond Certifications). Anything else that differs advocates for a failed implementation of any of the solutions. Make the right decisions before kick off the project

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Cheryl Campbell (IT Director en Purple Heart Homes)
5 ago, 17:57
I'm looking to connect with project-centric Nonprofits

Hi Nonprofit Trailblazers! 

I am looking to connect with other

non-profits that do project-centric work

. 

At

Purple Heart Homes

, we provide housing renovations and repairs for disabled Veterans. Each home repair job is tracked as an individual project. 

We are currently revising many of our internal processes. We would love to connect with and learn from similar organizations about how you manage your

flow of financial information

. 

Specifically, we are curious to know:

  • What data do you keep in Salesforce vs. your accounting system (or elsewhere)?
  • What automation or integration points are working well for you?
  • What processes or bottlenecks did not work, and how did you pivot?

If your non-profit manages project-based workflows and financials, please drop a comment below or connect with me directly. We would love to exchange ideas and share best practices! 

Thank you for your insight! 

10 respuestas
  1. Cheryl Campbell (Purple Heart Homes)
    18 ago, 12:10

    Thank you everyone for responding! This is what I love about our Ohana, there are always people who are willing to help. I have messaged several of you, to continue the conversation.

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Lizzy Roberts (Senior Manager, Nonprofit Community en Salesforce.org) ha publicado en Nonprofit Announcements
14 ago, 17:58

Hi Nonprofit Community! Weekly Roundup - Aug 14

 

Hi crew! Lots going on this week - the Virtual Sprint wrapped up, new Pre-Release Readiness resources are out, Dreamforce is quickly approaching... and of course, so much more! 

 

FYI Time off: I will be heading out of office for the next two weeks, spending some very restful, recharging time in Montana with my husband, Fletcher. So these weekly updates will pause until I return the first week of September.  

 

Now, let's take a look at what's going on in the Nonprofit Salesforce world this week. Chime in on the comments if there are other hot topics you'd like to share too :)

 

⭐ What's new

  • New Release Info Available: Check out the Winter '27 Release "Goodies" (preview info) shared HERE and then Pre-Release post details HERE. Reminder: for nonprofits, keep an eye on @Nonprofit Release Readiness and for education folks, @Education at Dreamforce as the release team will share updates and tag those groups, so if you're in them and have your notifications set you'll get the updates!
  • Virtual Sprint Recap is live: See what projects participated in the Virtual Community Sprint this week, what progress was made, and more! See the full recap HERE!
  • New AMA dates added below for September!

💻 Upcoming Events 

AMAs

Webinars

NEXT MONTH & BEYOND

💬 Recurring Gatherings

🎥 On-Demand Highlights

📚 Always On Resources & Connections

Thank you for being part of this community, appreciate you all!

 

💙 Lizzy & the Nonprofit Community Team

1 comentario
  1. Lizzy Roberts (Salesforce.org)
    14 ago, 17:59

    Check out this week's Nonprofit Community Update^^

     

    I share these updates each week to help you cut through the noise by highlighting what matters most and what’s coming up to help you succeed. Resources shared above are open to all!  

      

    @Nonprofit Hub @Education Hub @Nonprofit and Education MindShare @Nonprofit Get Started Hub @Coffee Chat @Agentforce Nonprofit (Nonprofit Cloud) @Bo McSwine @Ali Mithavayani @Chelsea Gardner @Susan Mahon @Sophie Green @Amy Guterman

     

    And for the wider @Trailblazer Community Cove - reminder that we have a TON of  Nonprofit-specific resources for you, so just sharing with the wider group to make sure you know these exist :)  

      

    Have a great weekend!

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Lizzy Roberts (Senior Manager, Nonprofit Community en Salesforce.org) ha publicado en Nonprofit Announcements
7 ago, 18:08

Hi Nonprofit Community! Weekly Roundup - Aug 7

 

Team Update

 Before I dive into my usual weekly update, I wanted to take a moment to welcome our teammate @Natalie Larino, who's been working with us for the last 1.5 years and is officially full-time starting this week! Check out her linkedin post HERE and give her a welcome! Help me congratulate Natalie, because her going full-time means even more support for our programs, events, and everything else we do for you all. Lots of other changes in the ecosystem this week... but this one's worth celebrating! 

 

Now, let's take a look at what's going on in the Nonprofit Salesforce world this week. Chime in on the comments if there are other hot-topics you'd like to share too :)

 

⭐ What's new

💻 Upcoming Events 

THIS MONTH

AMAs

Webinars

Sprint

NEXT MONTH & BEYOND

💬 Recurring Gatherings

🎥 On-Demand Highlights

📚 Always On Resources & Connections

Shoutouts!

Thank you for being part of this community, appreciate you all!

 

💙 Lizzy & the Nonprofit Community Team

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