AI for Nonprofits

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

NEW! Join the AI for Impact: Webinar Series (4-part) in the month of August! 

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Every Tuesday | 11:00am - 11:30am ET 

August 4th, 2026 - August 28th, 2026 

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This series is built for nonprofit leaders navigating AI adoption, but available and relevant for all. Inspired by conversations from the AI for Impact Summit, June 2026. 

Led by @Amy Guterman @Cristina Hernandez @Kelsey Henneboehle @Jessica Talbert

Series Schedule 

Session 1: Your Data Is Talking. Can Anyone Understand It? 

-Tuesday, August 4th at 11am ET 

Session 2: AI Governance That Empowers, Not Just Restricts 

-Tuesday, August 11th at 11am ET 

Session 3: From Pilot to Production: Making AI Sticky 

-Tuesday, August 18th at 11am ET 

Session 4: Measuring What Matters: AI's Real Impact on Mission 

-Tuesday, August 25th at 11am ET 

Learn more and register! https://invite.salesforce.com/aiforimpactngoseries2026

@AI for Nonprofits

@AI for Education

@AI for Public Sector

@Agentblazer Community Group 

Is there something on app exchange or something built in for a portal / flow for non-users to sign up to be volunteers and then sign up for shifts on NPC volunteer with person accounts?  So far, I couldn't find anything so I just started building from scratch.  I added the shifts and positions etc., then I created a flow for initial volunteer sign up, then I created a flow for orientation, then I created a flow for Shift Sign-Up.  It took A LOT of work, but I was able to create experience cloud pages for each, create the guest user profile, add permissions to the guest user profile, create a public group to add the staff that work with volunteers, and then I realized you cannot update records with a guest user profile, only create records.  So then I had to create a custom object to create a record with all of the orientation information, change the flow to create those records instead of updating the person account records, and then create a new separate flow to push the data from the custom object into the account object.  I also had issues creating automated emails but I was able to get that figured out by creating templates instead of using the email body within the flow which did not work.  MY PROBLEM IS:  Now that I did all that work, I cannot get the flow that I created to sign up for shifts to work with the experience cloud on an incognito browser with the guest user profile.  I keep getting this error: 

You’ve received this email because an error occurred while your "Volunteer Shift Sign-Up" flow was running.

Error element Get_Open_Shifts (FlowRecordLookup). 

This error occurred when the flow tried to look up records: SELECT Id, Status FROM JobPositionShift WHERE ((Status ^ ERROR at Row:1:Column:24 sObject type 'JobPositionShift' is not supported. If you are attempting to use a custom object, be sure to append the '__c' after the entity name. Please reference your WSDL or the describe call for the appropriate names.. You can look up ExceptionCode values in the

. 

Please advise.  It seems like all this work should already be done, or there should be a package I can get or something.  If not, maybe I should build a package once I get this done so others don't have to deal with this!  If someone wanted to help me do it and get it published I would give it away for free.  I just don't understand why there isn't a simple way for potential volunteers to sign up to be volunteers, and then sign up for shifts without having to be paid users.  Thank you!  

Check out how Rare supports rural farmers anytime, anywhere as an agentic nonprofit!  

Folks are always asking how Nonprofits are using Agentforce... here's a story + video as an example! 

Resources:

• Full Story: https://lnkd.in/dabRFpiP
• Demo Video: https://lnkd.in/daddZffG

About:

Rare helps communities adopt regenerative practices and build stronger livelihoods. With a global 300-person team supporting small-scale farmers and fishers across multiple geographies, they needed a way to deliver guidance and manage operations at scale. 

With Salesforce, Rare built a unified CRM that enables their teams to manage grants, outreach, and fundraising in one place, while Agentforce

 powers agentic coaching through WhatsApp. Agent Tierra delivers personalized guidance grounded in more than 300 data points, local weather conditions, and peer insights. 

The result is strong early adoption, with 100% of pilot farmers saying they would use Agent Tierra again. Field teams expect the AI agent to give them 40% more time for high-impact work and help them scale support to 100,000 farmers within two years.

@Nonprofit and Education MindShare @Amy Guterman @Steve Bartolomei