See What’s New with Nonprofit, Education, Public Sector, and Customer Success
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how to make quick adjustments to source codes, channel strategies, and content development for better budget management
- Explain how Donor ID Matching enables accurate and streamlined gift entry, reducing manual search efforts
- Describe how to generate comprehensive donor profiles that consolidate critical information for major gift officers
- Detail how to improve application reviews, candidate tracking, and grant management processes
Marketing Enhancements: Bulk Source Codes
Nonprofit
A new UI saves marketers time and reduces the likelihood of errors when they’re building campaigns. Robust source code tracking makes it simple to edit and delete 200+ source codes within a campaign.
Learn more about Marketing Enhancements: Bulk Source Codes.
Nonprofit Intelligence for Fundraising
Nonprofit
A new Fundraising Strategy dashboard enables you to make quick strategy adjustments. Create new source codes, modify channel strategies, and develop new content to get the most out of your budget investments.
Fundraising Enhancements: Donor ID Matching for Gift Entry
Nonprofit
Improve efficiency and accuracy in data entry. Instead of keying donor information hundreds of times a day, Gift Entry lets your users search for a donor ID and quickly see the matching donor record.
Learn more about Fundraising Enhancements: Donor ID Matching for Gift Entry.
Donor Brief
Nonprofit
Major gift officers can now quickly generate a comprehensive donor profile that consolidates critical information from multiple places. Donor Brief lets users more efficiently review donors before an important meeting with the donor or senior leadership.
Grantmaking Enhancements: Review Workspace
Nonprofit
Users who review submitted grant applications can now view application details and add review comments and ratings on a single screen.
Recruitment Inquiry and Opportunity Management
Education
Make it easy for prospective students to raise inquiries and connect with recruiters on your existing website. Automate campaigns to keep prospective students engaged, seamlessly forecast revenue for students, and assign opportunities to staff.
Learn more about Recruitment Inquiry and Opportunity Management.
Recommender Experience
Education
Applicants can now easily nominate recommenders directly from their application, collect recommendations, and save time with automated reminders–instead of manually contacting recommenders throughout the busy application process.
Learn more about Recommender Experience.
Actionable Insights for Students and Advisors
Education
Capture student sentiment, track students closely, and analyze well-being trends. Quickly create advising summaries with alerts, and pulse check responses. Plus, empower students to make informed program decisions by easily comparing degree options.
Learn more about Actionable Insights for Students and Advisors.
Einstein Mentoring Summaries
Education
Provide a descriptive summary of the mentor's experience and skills from their mentoring assessment. And summarize the mentoring relationship when the benefit assignment is created.
Learn more about Einstein Mentoring Summaries.
Data Cloud for Education: Alumni Metrics
Education
Alumni Metrics makes it easier to track the true impact of alums across the institution. Using the power of Data Cloud, understand alumni personal engagement, events and activities, and personal investment activities across your institution. A summary of each engagement is produced using generative AI.
Learn more about Data Cloud for Education: Alumni Metrics.
Talent Recruitment Management
Public Sector
Equip the HR team with tools custom-designed to accelerate hiring for government organizations. Automate application screening, manage job postings, and collaborate easily. And enhance efficiency with real-time tracking of candidate progress.
Learn more about Talent Recruitment Management.
Talent Recruitment Management: Applicant Portal
Public Sector
Empower candidates to take charge of their hiring journey through direct job applications, easy document uploads, and real-time progress tracking. Offer an intuitive user experience with tools that provide clear visibility into the recruiting process.
Learn more about Talent Recruitment Management: Application Portal
Investigative Case Management
Public Sector
Declutter complex investigations and solve them accurately with a purpose-built app that enables task automation and real-time collaboration. A holistic view featuring timelines, critical details, and connections boosts investigative efficiency.
Learn more about Investigative Case Management.
Grantmaking Enhancements
Public Sector
Create, customize, and manage application forms with ease. Review progress reports of all grants to keep projects on track and accountable with a unified view designed for optimal reviewer collaboration.
Einstein for Public Sector Solutions
Public Sector
Transform scattered data into actionable insights with AI tailored for casework. Enable caseworkers to generate application overviews, identify inspection violations, and create personalized follow-ups to achieve successful outcomes.
Premier Onboarding
Customer Success
Onboarding is a personalized, cloud-specific engagement that takes place within the first 90 days for new Premier Success Plan customers. Work with a Salesforce expert over four one-to-one sessions designed to align your teams and goals with Salesforce.
Virtual Instructor-Led Training in Signature
Customer Success
Seats in all public, virtual instructor-led classes are now included at no additional cost with the Signature Success Plan. Individuals with a Trailblazer account that has at least one org/tenant with an active Signature Success Plan can register for any class at a 100% discount. Register through the Trailhead Academy website or the Trailhead Academy (TAE) sales team. An individual can have only one active registration for a given class.
Signature Reliability Review
Customer Success
The Reliability Review educates you on how to avoid architecture anti-patterns. It also clearly defines what good looks like and measures how well your implementation compares, so that we can provide actionable recommendations that drive improvement to technical health.
Customer Success Score Enhancements
Customer Success
Our new Success Score user experience focuses on ease of use and enhanced feature discoverability. We’re also expanding to new clouds, including Marketing Cloud: Intelligence and Tableau. Get deeper insights into your technical health with the ability to click and launch Scale Center from within the Success Score.
