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Agentforce Nonprofit (Nonprofit Cloud)

This is a public group for discussion around the Agentforce Nonprofit product (formerly called Nonprofit Cloud) which was launched in March 2023. This is a new purpose-built solution built on the Salesforce Platform for Nonprofits. Use this group for questions and discussion about the Nonprofit Cloud. NOTE: Agentforce Nonprofit uses a different architecture than the Nonprofit Success Pack (NPSP). So if you are a current customer and want the new functionality, you will need to implement in a new org.
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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
Jun 5, 5:42 PM

Hi Nonprofit Community! Weekly Roundup - Friday, June 5

 

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 :)   

 

🔥 Hot topic!

⭐ Updates

💻 Upcoming Events - THIS MONTH

NEXT MONTH & BEYOND

💬 Recurring Gatherings

🎥 On-Demand Highlights

📚 Resources & Connections

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

 

💙 Recap written by Lizzy & the Nonprofit Community Team

1 comment
  1. Lizzy Roberts (Salesforce.org)
    Jun 5, 5:46 PM

    Check out this week's Nonprofit Community Update^^

     

    I share these updates each week to help you cut through the noise by highlighting what matters most and what’s coming up to help you succeed. Resources shared above are open to all!  

      

    @Nonprofit Hub @Education Hub @Nonprofit and Education MindShare @Nonprofit Get Started Hub @Coffee Chat @Agentforce Nonprofit (Nonprofit Cloud) @Bo McSwine @Ali Mithavayani @Chelsea Gardner @Susan Mahon @Sophie Green @Tara Pawlowski @Alexandra Grace @Mike Brown @Pearl Pongsuppat @Heather Antos @Andrea Schiller @Nicole Burnim @Valerie Brown @Shannon Behrens @Trailblazer Community Cove  Have a great weekend!

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Manjula Rajaram
Jun 2, 7:30 PM
Need Guidance on NPC Actionable Segmentation

Hi Experts, 

 

I am currently exploring the Actionable Segmentation features in NPC and have a few questions. 

 

1. My understanding is that when a DPE runs, it updates the DPE dataset with newly created or modified records. 

  • However, the Actionable List created from an  Actionable Definition that uses the DPE dataset as its source is not automatically refreshed. 
  • If new records meet the Actionable List filter criteria, they are not automatically added to the list, and records that no longer meet the criteria are not automatically removed. 

  Could anyone please confirm whether my understanding is correct? 

 

2. To add new members to the Actionable List, we need to manually use the

"Add More Members" button. Could you please confirm whether my understanding is correct? If there is a way to automatically add members to the Actionable List when the DPE runs, please guide me on how to configure it.

 

3. During my hands-on testing, I followed all the steps in the documentation. When I preview the DPE output, I can see the data in the writeback object. 

  • However, when I try to create an Actionable List using the Actionable Segmentation definition, it shows that no data is available. Could anyone please help me understand if I have missed any configuration or setup steps?

 

@Fundraising@Nonprofit Ask Me Anything (Global)@Nonprofit Hub

1 answer
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Manjula Rajaram asked in Fundraising
Dec 10, 2025, 12:38 PM
Unable to Add More Than 3 Gift Designations in Single Gift Entry

Hi Experts, 

 

I am trying to create a Gift Transaction and allocate my gift to 12 Gift Designation records using the New Gift Entry button. However, when I try to enter the gift, the form only allows me to add 3 rows.

Please find the attached screenshot for reference.  

 

Unable to Add More Than 3 Gift Designations in Single Gift Entry

 

I am not sure if this is a limitation in the Single Gift Entry Form

 

I was also unable to find any information about this in the help articles.

Can anyone please help me get better clarity on this? 

 

@Agentforce Nonprofit (Nonprofit Cloud)@Nonprofit Hub@Salesforce.org System Administrators@Nonprofit Release Readiness

1 answer
  1. Dar Veverka (Salesforce)
    Dec 10, 2025, 1:40 PM
    This will be fixed for the Gift Entry Grid (not the flow version) in Spring ‘26 .
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Manjula Rajaram asked in AI for Nonprofits
Jun 1, 9:19 AM
Need guidance on FY-based Gift rollup in NPC Fundraising

Hi Experts, 

  

 In NPC Fundraising, I need a “Total Gift This FY” rollup. However, the OOTB DPE Rollup calculates the summary based on the calendar year instead of the fiscal year.  

 

Has anyone implemented an FY-based rollup using the standard DPE Rollup? Any guidance would be very helpful.  

 

@Nonprofit Hub@Nonprofit Ask Me Anything (Global) @Fundraising@Agentforce Nonprofit (Nonprofit Cloud)

 

 

2 answers
  1. Karl Lacroix
    Jun 2, 12:00 PM

    The Nonprofit Cloud best practices wrote some things about the DPE

    s. 

    I don't know if your technical or have some dev background, so it can be simple or not.  

    You also can download the definition and use the help of Claude to be guided or even get it done. 

    I would create a new custom field and populate it using the DPE. 

    I suppose the flow calling the DPE would have to pass the fiscal year dates or you can calculate it in the DPE. 

     

    On the flow :  

     

    • Current FY Start Date Formula (Return Type: Date): 

      DATE(IF(MONTH(TODAY()) >= [Start Month], YEAR(TODAY()), YEAR(TODAY()) - 1), [Start Month], 1)

    • Current FY End Date Formula (Return Type: Date): 

      DATE(IF(MONTH(TODAY()) >= [Start Month], YEAR(TODAY()) + 1, YEAR(TODAY())), [Start Month], 1) - 1

    (Replace [Start Month] with a number 1-12. For example, July = 7.)

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Rachel Burcher (Salesforce Lead Consultant at GravityLab)
Oct 27, 2025, 9:37 PM

In case this helps anyone else who was running into the same weird issue that I was: 

 

We didn't want to use the standard fundraising access permission set that comes with NPC because it granted way too much access to our users, so we cloned it and reduced the access (have had a play with muting permission sets, but couldn't get them working) - this has worked fine for everything except general users processing gift batches. 

 

I was trying to troubleshoot why general users were unable to process gift batches (didn't get any useful help from Salesforce Support so thought I'd put my notes here in case anyone else ran into the same issue), turns out there is a managed flow provided by Salesforce called Process Gift Batch which you can debug in the same way that you normally would.  It transpired that the user didn't have access to edit the Status field on the Gift Batch object, but I also couldn't grant edit access to that field via the cloned permission set I'd created.  It looks like the standard permission set grants edit access to this field magically in a way that we can't access in permission sets we create. 

 

BUT! You can add the standard permission set to your permission set group, and then remove it, and it keeps the edit access to the status fields and then the user can go and process the batch without errors about not having access to edit the status field - seems weird, and definitely not deployable from one environment to another, but it works

2 comments
  1. Rachel Burcher (GravityLab)
    Jun 2, 2:21 AM

    An update on this (seeing as I stumbled across my own note looking for an answer on a similar problem), Salesforce now allows you to grant read/edit access to the Gift Batch fields so you can include them in your own permission set without needing to add and remove the standard permission set in a dodgy fashion to get process batches to work.  So that's a win!

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Manjula Rajaram asked in AI for Nonprofits
May 28, 6:38 PM
Help Needed to Calculate Remaining Balance for Recurring Gift Commitments

Hi Experts, 

 

  • We have a requirement to show the remaining balance amount on a Gift Commitment when the Schedule Type is set as Recurring.
  • The remaining balance should be calculated using:

      Total Gift Transaction Amount - Total Paid Gift Transaction Amount 

 

  • The issue is that for recurring Gift Commitments, we cannot access all upcoming Gift Transaction records because they are only displayed in the Lightning component.

 Could anyone please confirm whether it is possible to retrieve or calculate the remaining balance amount in this scenario?   

 

@Nonprofit Hub@Fundraising@Salesforce.org System Administrators@Agentforce Nonprofit (Nonprofit Cloud)

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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
May 29, 4:05 PM

Hi Nonprofit Community! Weekly Roundup - Friday, May 29

 

Short week, but lot's going on! 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 :)  

 

⭐ Updates

💻 Upcoming Events - THIS MONTH

NEXT MONTH & BEYOND

💬 Recurring Gatherings

🎥 On-Demand Highlights

📚 Resources & Connections

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

 

💙 Recap written by Lizzy & the Nonprofit Community Team

2 comments
  1. Adriana Ono
    Jun 1, 4:33 PM

    Olá, pessoal!

    Sou da área de TI com foco em Governança, Riscos e Conformidade (GRC) e, após ler alguns artigos sobre o ecossistema Salesforce, me interessei muito pelo potencial da plataforma. Como sou nova nesse universo, estou com dificuldades para navegar no site oficial e encontrar os laboratórios práticos voltados para iniciantes.

    Alguém que já atue na área poderia me indicar por onde começar? Existe alguma trilha inicial específica ou ambiente de testes recomendado para quem quer entender a lógica de processos e configurações sem código?

    Agradeço desde já pela ajuda! 

     

    Adriana

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Simon Griffiths (Salesforce nonprofit consultant at Independent)
May 21, 12:39 PM
What Data Import object to select to load Program

What is the Data Import Wizard object to select to load a Program? 

When I look for the object to select at the start of the Data Import Wizard, I cannot see Program under Standard or Custom Objects 

#Program

7 answers
  1. Judi Sohn (Elevation Solutions)
    May 21, 12:57 PM

    @Simon Griffiths

    You won't be able to use Data Import Wizard for this. Program is a Standard Object due to NPC licensing. You can only use Data Import Wizard for Accounts, Contacts, Person Accounts, Leads (and Solutions - which has been outdated for years and years).  

     

    To import Programs from a spreadsheet, you will need to use a separate data loading client such as Data Loader or similar tool. 

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James Lungi (Get Your Brand Up) asked in Nonprofit Hub
May 25, 11:22 PM
Volunteer Portal for Nonprofit Cloud

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: 

 

  

An Error Occurred with Your "Volunteer Shift Sign-Up" Flow

 

 

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

Debug this flow in Flow Builder.

 

 

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

SOAP API Developer Guide

. 

 

 

 

Here is the current sign-up flow: 

 

Volunteer Portal for Nonprofit Cloud

 

 

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!  

 

@Nonprofit Hub @Agentforce Nonprofit (Nonprofit Cloud) @AI for Nonprofits @Flow for Nonprofit Admins @Lizzy Roberts

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Lizzy Roberts (Senior Manager, Nonprofit Community at Salesforce.org) posted in Nonprofit Announcements
May 21, 8:20 PM

Hi Nonprofit Community! Weekly Roundup - Thursday, May 21 

 

It's a long weekend for some folks - so I'm sending this a bit earlier than usual! 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 :)  

 

⭐ Updates

💻 Upcoming Events - THIS MONTH

NEXT MONTH & BEYOND

💬 Recurring Gatherings

🎥 On-Demand Highlights

📚 Resources & Connections

Shoutouts to our Nonprofit AMA hosts this week! AMER: @Rob OBrien @Jenny Neves Peter Schweiss, EMEA: @Emma Keeling @Rebecca Heald @Simon des Forges and ANZ: @Nicole Aebi-Moyo @KC Fonzi @Gourav Sood! Thanks for leading great discussions everyone - while we don't record you can find written follow ups in the @Nonprofit Ask Me Anything (Global)

 group!  

 

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

 

💙 Recap written by Lizzy & the Nonprofit Community Team

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