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Summer Release Docs for Nonprofit Cloud ARE LIVE!

 

 

An update from @Aaron Svoboda

 

Here are the highlights from the release notes:

  • Fundraising: Create and manage philanthropic research data, including prospect profiles, wealth assessments, and milestone summaries, all in one place. Increase speed and efficiency when entering single or batch gifts using the new Gift Entry Grid. Simplify the management of complex gift planning processes using new Gift Planning objects.
  • Program and Case Management: Track the referrals originating from within your organization from one program to another to better understand the resources you're providing to your clients. Log benefit disbursements directly from the participant record to save time and make it easier to track the benefits that were delivered. Easily track all services and goods by creating off-schedule and ad hoc benefits disbursements in bulk.
  • Grantmaking: Automate the creation and scheduling of funding award requirements and disbursements to reduce manual effort and errors. Generate progress reports from predefined templates to save time and improve consistency.
  • Volunteer Management: Reduce the time and effort required to manage volunteer programs and improve the volunteer experience by using the Volunteer Management data model. Use the data model to manage volunteer initiatives, track volunteer hours, and report on volunteer metrics. Volunteer Management in Experience Cloud users can create a volunteer management portal to share volunteer opportunities with constituents and give ‌volunteers the opportunity to browse, search, and register for volunteer opportunities.

 

See the updates: https://help.salesforce.com/s/articleView?language=en_US&id=sfdo.nonprofit_cloud.htm&type=5

 

 

 

FYI

@Agentforce Nonprofit (Nonprofit Cloud) @Fundraising @Nonprofit Cloud Case Management @Nonprofit Cloud for Grantmaking @Nonprofit and Education MindShare #Nonprofit Cloud #Nonprofit 

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