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Agentforce Nonprofit (Nonprofit Cloud)

This is a public group for discussion around the Agentforce Nonprofit product (formerly called Nonprofit Cloud) which was launched in March 2023. This is a new purpose-built solution built on the Salesforce Platform for Nonprofits. Use this group for questions and discussion about the Nonprofit Cloud. NOTE: Agentforce Nonprofit uses a different architecture than the Nonprofit Success Pack (NPSP). So if you are a current customer and want the new functionality, you will need to implement in a new org.
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Lizzy Roberts (Senior Manager, Nonprofit Community na Salesforce.org) publicou em Nonprofit Announcements
4 de set., 18:16

Hi Nonprofit Community! Weekly Roundup - Sept 4

 

Hi crew! I've been on out the last few weeks but I'm back so, HI AGAIN!!! There's been a lot going on - webinars, events, release updates, the road to Dreamforce... and of course, so much more! 

 

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! Dreamforce 2 U! The Nonprofit Team is coming to a city near you AFTER Dreamforce! If you’re not attending Dreamforce this year, we'd love to invite you to "Dreamforce 2 U", a free local event to share Dreamforce highlights, coming to TEN CITIES: Denver, Chicago, Atlanta, Boston, McLean/DC, New York, Seattle, Austin, Toronto, Indianapolis! See links to register below! 
  • New Winter '27 Release Info Available: Check out the Winter '27 Release resources.
  • REMINDER: The Amsterdam Community Sprint still has lots of space - October 19-20 at the Salesforce Amsterdam office - please share with your networks as it is not often our Community Team comes to the Netherlands so please help us spread the word! :) 

💻 Upcoming Events 

AMAs

Webinars

In-person Events - Sprints! 

In-person Events - Dreamforce! 

In-person Events - "Dreamforce 2 U" (After Dreamforce)

  1. September 29 - Denver
  2. October 13 - Chicago
  3. October 15 - Atlanta
  4. October 20 - Boston
  5. October 22 - McLean/DC
  6. October 27 - New York
  7. October 29 - Seattle
  8. November 5 - Austin
  9. November 10 - Toronto
  10. November 12 - Indianapolis

Upcoming deadline

💬 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

 

p.s. I know there's been a LOT going on the last few weeks - chime in the comments if there's anything else that's top of mind or that I missed, thanks!

4 comentários
  1. Linda Do
    Hoje, 02:16

    see you in Indianapolis!!

    question though, does the 50% voucher code work for any certification?

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PEGGY POFOURA (Salesforce Aministrator na Nexial Consulting)
3 de set., 10:42
Please does know a good a good card scan app they can recommend for a non profit Org

Please I am need of help with a good recommendation for a scan app that permit for quick and acurate scanning of business cards and event badge information into the salesforce org directly. Thank you 

1 resposta
  1. Kundan Kumar Jha (Infosys)
    3 de set., 16:19

    Hi Peggy, 

     

    Since you specifically need event badge scanning too (not just business cards), ScanBizCards stands out for your nonprofit use case — it explicitly handles both business cards and conference/trade show badges, exports directly into Salesforce Leads/Contacts, and offers a 14-day free trial. 

     

    Other solid AppExchange options worth comparing: 

    - Vision-e — also does both business cards and event/trade show badges, positions itself as an ongoing networking tool, not just a one-time scan. 

    - WorldCard Cloud — strong OCR accuracy, straightforward Salesforce Lead/Contact sync, but business-card only (no dedicated badge scanning). 

    - CamCard Business — good for high-volume event scanning, per-user subscription with team discounts. 

     

    Since budget matters for nonprofits, I'd start with ScanBizCards' free trial and Vision-e's demo, since both cover your dual need (cards + badges) — check each vendor directly for nonprofit/discounted pricing, since AppExchange listings don't usually publish that upfront. 

     

    Reference:

    https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4XwXEAV

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Justin Gilmore (Solution Engineer na Salesforce) publicou em Nonprofit Hub
6 de ago., 01:07

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/

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Taylor Wicker
2 de set., 20:56
Does anyone currently have an NPC to Sage Intacct integration (custom or via AppExchange)?

We are exploring connecting Salesforce NPC to Sage Intacct (a one way integration). Does anyone in this group currently have an integration set up from NPC to Intacct, whether it's via the AppExchange or custom built? Would love to connect!

2 respostas
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Dar Veverka (Migration Solution Architect & Program Manager na Salesforce)
28 de ago., 16:11

Happy Friday - The Program Management Implementation Guide for Agentforce Nonprofit is live! The page with all the AFNP guides has been updated as well to link to it. 

 

Guide Direct Link: https://resources.docs.salesforce.com/rel1/doc/en-us/static/pdf/Program_Management_Implementation_Guide_V1.pdf

 

All AFNP Implementation & Migration Guides: https://help.salesforce.com/s/articleView?language=en_US&id=sfdo.npc_implementation_migration_guides.htm&type=5

 

 

Thank you to our writers and community reviewers for all the hard work on it! 

 

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TAMAS SOCIETY (CEO na TAMAS SOCIETY)
27 de ago., 18:37
Salesforce Platform / Sales Cloud / Service Cloud / Digital Engagement

Hi Salesforce Community,

I am working with Tamas Society, an Indian nonprofit organisation. We have received Salesforce Enterprise Edition (10 donated users) through the Salesforce nonprofit programme.

We want to integrate WhatsApp with Salesforce so that we can:

  1.  Capture WhatsApp enquiries as Salesforce Leads/Contacts. 
  2.  Maintain the WhatsApp conversation against the Lead/Contact record. 
  3.  Automatically assign enquiries to the appropriate team member. 
  4.  Send automated/approved WhatsApp messages from Salesforce. 
  5.  Eventually connect WhatsApp enquiries to our Sales/Export pipeline. 

My question: Does our donated Salesforce Enterprise license include the required Messaging / Digital Engagement / WhatsApp functionality, or do we need an additional Salesforce product/license?

If an additional product is required, are there any free or discounted nonprofit options available through the Salesforce nonprofit programme?

I would particularly appreciate guidance on the exact setup path and any additional licenses/entitlements we should request.

Thank you.

2 respostas
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Desirée Dixon (Salesforce Administrator na Art + Wellness Enterprises)
24 de ago., 15:24
Interaction Summaries vs. Activity

Hello! 

I'm trying to learn more about Agentforce Nonprofit. Interaction Summaries seem pretty similar to adding call notes or meeting notes on Activities. With Action Plans, it seems like AFNP wants folks to also be using Activities for tracking calls and meetings. Any theories or insights on the benefits of having this separate object?  

One thing that seems odd to me - I'm seeing you can add a "Related Record" but Task/Event aren't options. I would think you'd want to be able to connect meeting notes in an Interaction Summary with the actual meeting record.  

It also seems redundant with the Participants related list - that's just like adding multiple invitees to an Event.  

So far my guess is that this object is meant to get around some of the existing limitations and setup of Activities. Like how Activities are auto-archived. I'm seeing in a description of Interaction Summaries that they are "secure, permanent records". So they're not auto-archived, and maybe you can get more granular security with them?  

At a glance, this seems like a clunky design decision to have both objects and no automated or built-in connection between them (that I've seen yet) like creating/generating an interaction summary from the Activity record. Would love to hear about other people's experience or insights working with this object: does having these separate objects make sense to you? Or have you found them clunky (and if so, what are you doing to deal?)?  

Thank you!

3 respostas
  1. Jordan Wells
    27 de ago., 12:40

    Your theory about Interaction Summaries being a more durable layer than Activities makes sense. This is especially true if they are designed as secure, permanent records rather than operational activity logs. It also makes me think there’s an opportunity for the Nonprofit Check Plus API to add value by automatically validating nonprofit information and enriching the context captured from those interactions. The missing piece, to me, is an automated connection between the Activity record, Interaction Summary, and verified nonprofit data. This ensures staff are not maintaining three separate sources manually.

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Luke Dalach (Salesforce and Account Engagement Consultant na Accelerate Cloud Solutions)
17 de ago., 22:11
Access Actionable List Statuses in a Flow?

Does anyone know if we can access the preconfigured Actionable List Statuses in a Flow?  I'd like to create a Flow that sends staff an email alert if a donor on their Actionable List gives a donation.  

 

When you create an Actionable List in Setup, you set the Statuses. Perhaps they are stored as metadata or records in an Object? I see a lookup on Actionable List to Actionable List Member Status, but that object isn't viewable in Object Manager.   

 

Thought I'd check here before opening a case. Thanks!

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Lizzy Roberts (Senior Manager, Nonprofit Community na Salesforce.org) publicou em Nonprofit Announcements
14 de 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 comentário
  1. Lizzy Roberts (Salesforce.org)
    14 de 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 na Salesforce.org) publicou em Nonprofit Announcements
7 de 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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