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Nonprofit and Education MindShare

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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!

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New Case Study: Resource Media Streamlines Operations with Salesforce Managed Services

 

Resource Media is a nonprofit creative change agency providing strategic communications services for organizations across a variety of sectors, including health, climate, food systems, land and water conservation, social justice, and education and economic mobility. 

 

In this case study we highlight how North Peak’s Salesforce Managed Services has helped Resource Media improve workflows, implement strategies to guide technology decision-making, and optimize the potential of their existing systems. Check out the full post here

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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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Community Sprint in AMSTERDAM on 19-20 October! Still space left! FREE & open to all!

 

Hi crew! 

  

We're so excited to share that we have two in-person Community Sprints coming up before the end of 2026, and wherever you are in the world, there's one for you.  

 

Up Next: Amsterdam Community Sprint, October 19–20 - We're heading to the Netherlands! This Sprint is back-to-back with IFC 2026 (if anyone is already in town or attending that!). If you're heading to IFC, extend your trip by two days and come build with us. OR you just want an excuse to meet us in Amsterdam, come join! Register here: https://invite.salesforce.com/amsterdamcommunitysprint

 

Then: San Francisco Community Sprint, November 9–10 - Back at Salesforce Tower for two full days of open-source building and collaboration with the global nonprofit Salesforce community. Register here: https://invite.salesforce.com/sanfranciscocommunitysprint

 

What's a Sprint?  

Community Sprints are free, Salesforce-hosted events where nonprofit and education customers, consulting partners, and employee volunteers come together to build open-source Salesforce tools that help organizations do more with less. You don't need to be a developer or an expert to participate. Everyone who shows up makes a difference. 

 

@Cori O'Brien & I will be in person both in Amsterdam and San Francisco, we hope to see you all there! WOO!  

 

@Nonprofit and Education MindShare

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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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Join the Nonprofit Dreamforce Prep: Tips, Tricks & Meetups on Sept 1!

 

Heading to Dreamforce this year? Join fellow nonprofit Salesforce folks for a virtual prep session before we all descend on San Francisco. 

 

@Suzie Campbell and @Pete Schweiss

will kick things off with a podcast style conversation, swapping their favorite Dreamforce tips and tricks: how to plan your schedule, which sessions and expo booths are worth the walk, and their best stories from past interactions and connections made in SF. 

 

After the interview, we'll break into small groups so you can actually meet other nonprofit attendees before Dreamforce starts. Whether you're looking for a coffee buddy, a session partner, or just a familiar face in the crowd, this is your chance to build those connections early. 

 

This session is for nonprofit professionals who are attending Dreamforce in person this year. Come ready to chat, take notes, and maybe find your new favorite Dreamforce companion.

 

cc.

@Cassie Supilowski @Martin Cuellar @Rob OBrien

 

Register: https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-nonprofit-user-group-chicago-united-states-presents-nonprofit-dreamforce-prep-tips-tricks-amp-meetups/

 

 

@All Dreamforce

 

@Nonprofit and Education MindShare

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Wrapping Up the Virtual Community Sprint! 

 

We were thrilled to gather online on August 11-12, 2026 for two days of collaboration, innovation, and community!  

 

122 attendees joined us, representing an incredible array of folks working within the Nonprofit and Salesforce ecosystems, End Users, Administrators, Developers, Architects, and Industry Partners from around the world. 

 

To everyone who joined and gave your time...thank you. Your commitment to building together is what makes this community so powerful. 

 

Ready to dive into the full recap? 

https://sfdo-community-sprints.github.io/docs/sprints/2026/2026-08-1112-Sprint/

 

Couldn't attend the Virtual Sprint? Join a future event! See what's next up for the Nonprofit Community Team:

 

@Nonprofit and Education MindShare

@Commons Project: Memberships

@Commons Project: NP SF How-to Series

@Commons Project: DLRS

@Commons Project: Salesforce Indicators

@Commons Project: Summit Events App

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Webinar: How to Maximize Salesforce Managed Services to Meet Your Organizational Needs 

 

Date: Thursday, September 17, 2026 

Time: 3:00pm EST 

 

Led by Lyndsay Neer, VP of Services at North Peak Solutions, and Omar Peña, Salesforce and Systems Manager at Resource Media, this webinar will cover key considerations for selecting the right Salesforce Managed Services partner, and explore what kinds of services fall under the Managed Services umbrella. Through practical examples and real-world scenarios, participants will learn how Salesforce Managed Services can support their business needs and expand the growth capacity for their CRM. 

 

Whether you're looking to extend the capabilities of your existing Salesforce team, fill temporary resource gaps, or improve platform adoption and ROI, this session will provide a practical framework for leveraging Salesforce Managed Services as a strategic asset for your organization. 

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NPSP Day Minneapolis - October 22

 

After an awesome turnout last year, we're thrilled to be taking NPSP Day back to Minnepolis! Join us on Thursday, October 22!

 

Built around connection and shared experience, NPSP Day is a space for nonprofit Salesforce users to come together, tackle real challenges, and exchange practical, real-world insights

 

This event is designed for all nonprofit Salesforce users. Whether you’re deep in NPSP, exploring Nonprofit Cloud (NPC)/Agentforce for Nonprofit, or just starting to think about what’s next, you’re in the right place. 

 

Join us to:

  • Get hands-on with the Nonprofit Success Pack (NPSP)
  • Explore the evolving Salesforce landscape for nonprofits, including AI enhancements and NPC 
  • Collaborate with peers to shape the day’s agenda around what matters most
  • Share knowledge, ask questions, and learn from others doing the work

We can’t wait to reconnect with the Minneapolis community—register today and be part of a collaborative, community-driven experience!    

NPSP Day Minneapolis - October 22 After an awesome turnout last year, we're thrilled to be taking NPSP Day back to Minnepolis! Join us on Thursday, October 22! Built around connection and shared exper 

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