Nonprofit and Education MindShare

Hi Nonprofit Community! Weekly Roundup - July 10

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 DATES! Prepare for Phishing-Resistant MFA Enforcement now coming July 20 (moved from July 1). See more.
• Dreamforce Sessions are live! Check out the session catalogue! 
• Trailblazer Community Survey! We want to hear from YOU! See more.

💻 Upcoming Events 

THIS MONTH

• July 15 - Webinar: Agentforce Nonprofit: What It Is, What It's Not, and How It Actually Works
• July 15 - Virtual Q&A: Nonprofit AMA (AMER) 
• July 15 - Virtual Q&A: Nonprofit AMA (EMEA) 
• July 22 - Virtual Q&A: Nonprofit AMA (ANZ)  
• July 20 - Webinar: Salesforce 101: Master the Basics, Unleash the Power
• July 29 - Webinar: Unlocking Impact: How Tableau, MuleSoft, Snowflake, and Databricks Power the Modern Nonprofit

NEXT MONTH & BEYOND

• August 4 - Webinar: AI for Impact Series Part 1
• August 11 - Webinar: AI for Impact Series Part 2
• August 11-12 - Virtual Community Sprint
• August 18 - Webinar: AI for Impact Series Part 3
• August 18 - Webinar: AI for Impact Series Part 4
• Sept 15-17 - Dreamforce! (SF, CA)
• Sept 18 - Deadline: Agents of Impact Accelerator deadline to apply

💬 Recurring Gatherings

• Weekly: Coffee Chat (Fri), Nonprofit LATAM Office Hours in Spanish (Weds), Nonprofit Office Hours in Spain in Spanish (Thurs)
• Monthly: MVP Office Hours (1st & 3rd Fri), Salesforce Saturday - Nonprofit (Sat), True to the Core, Nonprofit Ask Me Anything (multiple Timezones!)

🎥 On-Demand Highlights

• Check out the Release Readiness Summer ’26 Highlights: Nonprofit
• Overcoming Fundraising Challenges with Nonprofit Cloud
• How Blue Star Families Scales Fundraising and Community Support with Agentforce

📚 Always On Resources & Connections

• Work at a Nonprofit and want to get certified? Email nonprofitcertification@salesforce.com to request a 50% off voucher code. You'll receive an automated reply with next steps to confirm your eligibility and learn more, some limitations.  
• Salesforce Hosted: Nonprofit Webinar Series • Salesforce-wide Events 
• Community Hosted: Trailblazer Community Groups • "Dreamin" Conferences
• LinkedIn: Follow & tag the Salesforce Nonprofit LinkedIn page to share your work with us!
• Ongoing World Tour Participation: Want to speak at World Tour? Call for Participation

Thank you for being part of this community, appreciate you all!

💙 Lizzy & the Nonprofit Community Team

Webinar: A Reality Check on Agentforce Nonprofit: What It Is, What It's Not, and How It Actually Works - July 15

In this live 1-hour webinar, we’ll take a practical look at how Agentforce for Nonprofits can support the day-to-day work of your team. Moving away from the “all-or-nothing” software pitch, we’ll walk through a functional day in the life of a nonprofit — following how information and activity naturally flow across development, programs, and operations.

Hosted by @Alexandra Grace & @Tara Pawlowski

About the Session

Our goal is to show you how to leverage a modern data model to create a system that is sophisticated enough to scale, yet simple enough for your team to use today. 

• The "Life of a Record" Walkthrough: Follow the dollar as it moves through Development, Programs, and Operations. We’ll show how Agentforce for Nonprofits helps ensure that the right information is visible to the right people at the right time.
• Demystifying the Data Model: We’ll break down how to think about structuring your data in a way that reflects how your team already works—helping reduce manual entry, teeing up reporting, and making collaboration easier across departments.
• The MVP Approach to Getting Started: Learn the “Start Small, Grow Over Time” philosophy. We’ll talk through how to begin with just what you need today —avoiding "system bloat"— while ensuring the foundation is ready for future growth.
• Evolving Your Processes Over Time: Once the basics are in place, we’ll “show off” how to layer in additional capabilities at your own pace. See how AI-powered agents, outreach tools, and grantmaking support can lighten your team’s workload and free up time for what matters most.

Key Takeaways:

• Practical ways to keep your system simple, organized, and usable for your team
• A clearer framework for connecting your day-to-day processes across departments
• Ideas for gradually introducing automation without overwhelming staff

Designed for:

Operations leaders, data managers, and mission-driven teams who are looking for a more connected and manageable way to support their work.

• 20 mins: Walkthrough of a “day in the life” data model and process workflows using Agentforce for Nonprofits
• 20 mins: Getting started with an MVP approach
• 20 mins: The "Bells & Whistles": Advanced AI and extended capabilities showcase

Reminder: The August Virtual Community Sprint is ONE MONTH away! Aug 11-12 

On August 11-12, the Nonprofit Trailblazer Community comes together for two days of open-source building, problem-solving, and collaboration. This one's virtual, which means anyone can join from anywhere in the world. 

Two projects that were recently added: 

1. Unsubscribe Link: A community-built solution that makes it simple to add compliant unsubscribe links to your Salesforce email sends. Testing is complete across four org configurations and the team is on the final stretch. Come help cross the finish line.
2. NPSP Data Kit: Nonprofits run better with clean, realistic data for testing and training. This project is building a shareable data kit to make that easier for every NPSP org.

Whether you're an admin, developer, consultant, or nonprofit enthusiast, there's a project for you. Sprints are free to attend and open to everyone in the Salesforce nonprofit ecosystem. 

Register here:

Tag a colleague who should be there. These events are free and open to ALL! See you in August! 

Hi Everyone! We are on for Nonprofit Coffee Chat on Friday, July 10th!

When do Nonprofit Coffee Chats take place?

Fridays @ 8 am PT / 11 am ET 

What happens at Nonprofit Coffee Chat?

Come chat with folks in the community - casual, no agenda, just social time! (Usually +10 folks)

Join via Zoom (also in the group sidebar)

• Join Zoom Meeting
• Meeting ID: 840 5718 0267
• Passcode: community  

Talk tomorrow!  

p.s. this group also talks in Slack - if you want to join the Coffee Chat slack conversation... 

1. Join Ohana Slack (a community-run slack workspace) 

2. Join group-nonprofit-coffee-chat (it's private so I can add you!)

Otherwise, will continue to share updates here too :)  

@Nonprofit and Education MindShare

JULY & AUGUST NONPROFIT AMAs - Register Now!

The Nonprofit Ask Me Anything is a monthly, community-led virtual Q&A - open to all nonprofit Salesforce users, all levels welcome. 

Details:

• 45 minutes, three expert hosts
• No slides, no pitches. Just community showing up for community.
• Ask questions, learn about resources, connect with fellow nonprofits.

Upcoming Sessions: 

July

AMER - July 15, 2026 - hosted by @Skye Tyler @Clair Lam @Rob OBrien

 EMEA - July 15, 2026 - hosted by @Vicki Moritz-Henry @Aske Bong-Saxe @Emma Keeling

 ANZ - July 22, 2026 - still confirming hosts, interested? dm me! 

August 

AMER - August 5, 2026 - hosted by @Melissa Hill Dees @Libby Ziemelis @Rob OBrien

EMEA - August 19, 2026 - hosted by @Marie van Roekel @Martin Humpolec @Emma Keeling

ANZ - August 5, 2026 - still confirming hosts, interested? dm me! 

Stay in the loop: Join the Ask Me Anything group in the Trailblazer Community for future sessions and post-session resource roundups. These sessions are not recorded.  

@Nonprofit and Education MindShare

NEW DATES! Prepare for Phishing-Resistant MFA Enforcement for Privileged Users including Admins

I am sharing for visibility - see the full article for more info -  

When This Change Takes Effect

• Sandbox: Enforcement started on July 6, 2026 (moved from June 22).
• Production: Enforcement now scheduled to start July 20, 2026 (moved from July 1).

Remind me, what’s Changing?

Salesforce is enforcing phishing-resistant Multi-Factor Authentication (MFA) for all users with the System Administrator profile, Modify All Data, View All Data, Customize Application, or Author Apex permissions). This applies to direct UI logins and Single-Sign-On (SSO) logins, across both production and sandbox orgs.  

For more info + keep an eye on the updates: 

https://help.salesforce.com/s/articleView?language=en_US&id=005321563&type=1

See other updates in the Communications & Readiness group

@Nonprofit and Education MindShare

I was asked to present in my local nonprofit group... of course, I said yes (you should, too)! Things in the SF admin world are so tumultuous and pressured that last couple of years (every discussion group and survey shows admin are stressing about the fast pace of change and growth in scope of the admin role). I felt that a 15-year perspective on things that I've gotten to implement that have stuck and had lasting value. And there is one speculative area (about.... AI, of course) at the end, but even that for me is the fruit of 18 months of off and on again experimentation and work, so I think it's proving value, too. 

Anyway... here are the slides in Canva. You can comment there. And here is the video on youtube, where you can also comment.  

Slides: https://canva.link/zynyzt86hxom35t (somebody open and comment so I know it works) 

Video:  https://youtu.be/nW2m-ElLn1w (somebody open and comment so I know the link works, sound is there, etc) 

Topics: 15 years of standing the test of time

• NPSP
• Anonymizing Clients (Core)
• Taking CRM to the Streets (mobile)
• Story Bank / Publishing (core)
• Event container (my version of PMM built before PMM)
• Self-service (Experience Cloud)
• Inventory (core)
• Activating Teamwork (core + NPSP Engagement Plans)
• AI workloads in the cloud (my 18 month output)

It's a bit humbling to see 15 years of hard work reduced to these handful of points, but they are highly valuable to the ministry and our constituents and have stood the test of time (except the last one, of course... we'll see, but it's broken even easily in the last 3 months so very promising). 

I have promised to do a recorded "screenside" or maybe "poolside" chat in July about my 18 months of AI discovery and implementation, hosted by one or two inquiring Trailblazers.  

A bit about how I made this presentation: AI (NotebookLM) constructed the timeline and features in conversation with me grounded in our unstructured implementation documents (a few hundred pages of google docs).  I focused on things that lasted, no detours, no "upgrades" just the working good stuff that added value for the team and our constituents. I then asked AI to make slides (NobeookLM) with some prompting and revision. Then I exported them to Canva where I added the screen shots and hid text that I didn't agree with or think needed to be there. It's not perfect, but it's far better than I would have done unaided.   

Hint: start writing down every little project you take on in SF. The data you collect is a goldmine. You can keep is simple: Title/date, user story bullets (what does the end user expect to happen or get better), implementation plans or idea bullets, testing method bullets, screen shots of the key pieces. Nothing more is needed to have a goldmine treasure chest in a year or so! I don't look around my org anymore when I need to pinpoint where something is or when I did it. I ask my documents, "What's the name of that flow I build to xxx? When did I do that? What's the major history of changes?" Then I go to work a bit more informed, memory refreshed, and make a new entry when I get it done! It could be structured data, but why bother. 

#Nonprofit