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 nonprofits can drive successful fundraising appeals and track conversations effectively.
  
• Explain how to send personalized, targeted messages to donors to improve participation.
  
• Describe how to better match mentors and mentees to build deeper university relationships.
  
• Explain how to streamline social insurance claim processes for constituents, caseworkers, and employers.
  
• Define the ways businesses can grow with expert coaching from Salesforce.
  

Marketing Cloud Growth Edition

Nonprofit

Connect Nonprofit Cloud and Marketing Cloud Growth to drive successful appeals and enable conversion tracking with source codes.

Nonprofit Cloud Einstein 1 Sales or Service Edition

Nonprofit

Get the best of Salesforce for nonprofit organizations all in a single offering. Reduce costs and get greater value with better data to fuel your entire organization and a full suite of AI built in.

Nonprofit Cloud Fundraising Enhancements

Nonprofit

Generate and print acknowledgments and receipts in bulk. Create new recurring gifts in the flow of work with Gift Entry. Segment your donors based on their giving history to send personalized, targeted messages.

Learn more about Nonprofit Cloud Fundraising Enhancements.

Nonprofit Cloud Programs Suite Enhancements

Nonprofit

Use Program Cohorts to group participants into cohorts for easier tracking and comparison.

Learn more about Nonprofit Cloud Programs Suite Enhancements.

Nonprofit Cloud for Grantmaking Enhancements

Nonprofit

Create, launch, and manage grant application forms that have a compelling user interface for grant seekers. Demonstrate the impact of the grant by showcasing the outcomes related to the funding.

Learn more about Nonprofit Cloud for Grantmaking.

Data Importer for Common App

Education

Recruit and admit students faster by seamlessly importing Common App first-year data into Education Cloud. Admins can save time by importing standard applicant, suspect, prospect, and recommender data into applicable Education Cloud entities with ease.

Learn more about Data Importer for Common App.

Application Insights

Education

Drive applicant and admissions team success with clear insights into missing data, documents, and items needed for completion. Empower reviewers with a comprehensive snapshot of which applicants need to take action.

Intelligent Question Generator

Education

Simplify support program management and increase staff productivity by using AI to generate intake questions for advising, extracurricular, and other student support programs.

Learn more about Intelligent Question Generator.

Mentorship Enhancements

Education

Build deeper relationships by connecting students with mentors like alumni, faculty, or peers. Support the process of matching mentors and mentees by filtering and selecting matches based on interests and experience. Compare mentor and mentee assessments to determine the best matches.

Learn more about Mentorship Enhancements.

Interaction Notes Enhancements

Public Sector

Use a rich text editor to capture better data from every interaction. Easily capture meeting notes and associate tags, related records, and participants for enhanced searchability. Define sharing rules and approval processes for publishing and updates.

Learn more about Interaction Notes Enhancements.

Social Insurance

Public Sector

Connect constituents, caseworkers, and employers on a single platform to manage social insurance claims. Guide constituents through claim request submission and tracking. Help employers review and manage claims from one place.

Learn more about Social Insurance.

Change of Circumstance Guided Flow Enhancements

Public Sector

Guide participants through required renewals and “change of circumstance” reporting. Help caseworkers verify eligibility, and make program adjustments with automation.

Learn more about Change of Circumstance Guided Flow Enhancements.

Outcome Management for Public Sector Enhancements

Public Sector

Understand how activities drive outcomes for social services, financial assistance, and grants programs. Increase accountability throughout the life of a program with baseline and target performance indicators and progress reporting.

Learn more about Outcome Management for Public Sector Enhancements.

Signature Success Plan for Marketing Cloud Intelligence

Customer Success

The Signature Success Plan is now available for Marketing Cloud Intelligence customers. With Signature, Marketing Cloud Intelligence customers get the deepest level of partnership and the fastest access to support from certified Salesforce experts.

Learn more about Signature Success Plan for Marketing Cloud Intelligence.

Customer Success Score Enhancements

Customer Success

The Customer Success Score is now accessible for Marketing, Commerce, and MuleSoft customers and also features new absolute scoring for Sales and Service.

Learn more about Customer Success Score Enhancements.

Success Plans for Tableau

Customer Success

Salesforce Success Plans are now available for Tableau customers. Tableau’s customer success experience is now delivered through Salesforce Success Plans, which includes industry-leading guidance and support from Salesforce experts.

Learn more about Success Plans for Tableau.

Expert Coaching Digital Catalog

Customer Success

Expert Coaching includes a new refreshed digital experience with all-new programs, sessions, and more. Experts guide you on how to get the most out of Salesforce through sessions to onboard, adopt, and grow your business.

Signature Success Plan Enhancements

Customer Success

With a customer success manager (CSM), get a single point of contact who understands your business and technical goals. CSMs use a success path and success reviews to map objectives and provide recommendations on how to achieve success.

Learn more about Signature Success Plan Enhancements.