📣 Nonprofit AMA Recap (EMEA) - Wed, 21st Jan 2026 

Thank you to everyone who joined our Nonprofit AMA. Thank you to our panelists 

@Debbie Nevin and @Martin Humpolec

We used Zoom AI and then ChatGPT to summarise and anonymise our questions and answers... 

1. Agent Force Studio

Attendee:

“Has anyone activated Agent Force Studio yet, and is it safe to enable in production? Are there risks around unexpected credit usage or contract implications, and should this always be tested in a sandbox first?”

Panellists:

They advised enabling new features in a sandbox first wherever possible. Agent Force Studio in particular can have contractual and consumption implications, so it’s important to understand your master service agreement and any usage-based limits. One panellist shared that they had enabled it directly in production and did not see significant credit consumption, but still recommended working with a knowledgeable partner and getting expert guidance before rolling it out widely. They also suggested consulting a specialist familiar with Data Cloud and Agent Force for deeper architectural advice.

2. Email Deliverability & DKIM

Attendee:

“Google’s new sender rules are affecting our Salesforce email delivery. What’s the correct way to set up DKIM, and once it’s active, is it safe to disable ‘Enable Compliance with Standard Email Security Mechanisms’ and ‘Enable Sender ID Compliance’?”

Panellists:

They confirmed that DKIM should be fully configured in both Salesforce and DNS, and validated using a DKIM checking tool. Once DKIM is correctly set up and passing, it is generally safe to turn off “Enable Compliance with Standard Email Security Mechanisms” and “Enable Sender ID Compliance” in Salesforce, as these legacy mechanisms can interfere with modern authentication. They shared reference material and recommended testing carefully before making changes in production.

3. Task Assignment Notifications

Attendee:

“When a task is assigned to a user, is there a standard Salesforce setting that sends an email notification automatically, or do we need to build this with Flow? How reliable is the standard notification if users can turn it off?”

Panellists:

They explained that Salesforce does have a standard task assignment email notification, and it has a clean, well-formatted template. However, it is controlled by individual user settings, meaning users can disable it. Because of this, organisations that need guaranteed notifications often implement a Flow-based email instead, which cannot be bypassed by user preferences.

4. Flow Query Limits / Subflows

Attendee:

“We have a subflow that runs multiple ‘Get Records’ elements and is hitting query and buffer limits in large batches. What’s the best practice for consolidating lookups and avoiding governor limit issues?”

Panellists:

They recommended reducing multiple record lookups into a single “Get Records” element wherever possible and pulling back all required fields in one query. This avoids repeated database calls and significantly reduces the risk of hitting query and buffer limits during bulk processing.

5. Bulkification & Performance

Attendee:

“For high-volume processing, is it better to bulkify record queries in Flow, or should we move this logic into Apex actions? How do CPU limits factor into this decision?”

Panellists:

They advised bulkifying wherever possible, using filters to reduce the number of records processed. However, they cautioned that Flow can still hit CPU limits with very large data volumes. In those cases, Apex actions—written to be bulk-safe and loop-efficient—can provide better performance and control.

6. Campaign Influence Models

Attendee:

“Our org has a custom Campaign Influence model set as default, but new influence records are still being created against the standard model. What could cause this, and are there known fixes or configuration resets to try before raising a support case?”

Panellists:

They noted that in a correctly configured org, new records should respect the custom default model. Suggested steps included toggling the default model from custom to standard and back again to force backend recalculation, checking for historic data conflicts, and testing whether automation or legacy settings were interfering. If the issue persisted, they recommended logging a Salesforce support case.

7. Email Sync in Lightning

Attendee:

“Is it possible to automatically sync only selected emails into Salesforce, rather than an entire mailbox? What are the risks and limitations of Einstein Activity Capture, especially around confidential data and GDPR?”

Panellists:

They explained that Salesforce cannot selectively sync individual emails; it syncs entire mailboxes. Einstein Activity Capture does not provide fine-grained content filtering, which raises GDPR and confidentiality concerns. They stressed the importance of sandbox testing and governance reviews before enabling any automatic email capture.

8. Excluding or Removing Synced Emails

Attendee:

“If we enable email sync, can we exclude certain domains or delete individual emails from Salesforce afterwards, and what governance controls should be in place?”

Panellists:

They confirmed that certain domains can be excluded and that emails can be deleted after syncing, but warned that this requires careful policy design. They also advised against enabling full contact syncing between Outlook and Salesforce due to risks of data overwrites and compliance issues.

9. Volunteer Sign-Up Forms → Salesforce

Attendee:

“What are low-cost or no-cost ways to capture volunteer sign-ups from a website (e.g. Wix or Google Forms) and get them into Salesforce automatically? Are tools like Web-to-Lead, JotForm, Zapier, or 

Make.com suitable for this?”

Panellists:

They outlined several options:

• Native Web-to-Lead forms combined with Flow for processing and routing
• JotForm, which offers a free tier and direct Salesforce integration
• Automation platforms such as Zapier or Make.com for connecting Wix or Google Forms to Salesforce

They suggested starting with the simplest native approach where possible, and piloting third-party tools on a small scale before wider rollout. 

#Nonprofit #AskMeAnything