Fundraising

Improve Donor Experience with Self-Service Donor Support Agent (Beta)

Provide donors with the ability to manage their recurring gifts independently through an Experience Cloud site. With the Donor Support Agent (beta), supporters can quickly make common updates, such as adjusting gift amounts or changing their giving frequency, without needing staff assistance. This not only saves your team valuable time, but also delivers the fast, self-service experience today’s donors expect.

Tailor Gift Entry Experience

Tailor the Gift Entry Grid to fit your organization’s specific fundraising workflows. Admins can build and manage multiple templates, choose the appropriate template directly within a Gift Batch, adjust which columns appear, and incorporate custom Lightning components for functions like payment processing. The result is a more focused and efficient gift entry experience that helps users enter accurate data more quickly.

Streamline Gift Entry

Enhance your gift processing with essential updates to Fundraising objects. You can now record $0 gift transactions to accurately track in-kind and non-monetary donations, add up to 50 designations to a single gift, and backdate transactions for gift commitments all directly within the Gift Entry Grid.

Tailored Gift Visualizations for Each Gift Type

Use Flexcards in the Gift Planning app to view eight dynamic visual layouts that automatically adjust based on the selected planned gift type. These views highlight the most critical information at a glance, enabling relationship officers to evaluate value, timing, and stewardship requirements quickly. By displaying only the most relevant fields for each gift type, Flexcards enable faster and more efficient review and data entry.

Strengthen Prospect Strategy by Creating Slack Research Channels and Canvases with Agentforce

Connect your research workflows directly with Slack to speed up decisions and enhance collaboration across advancement teams. Researchers and relationship officers get a shared space to assess high-priority prospects. Researchers can create channels, share canvases, and generate insights—all within Slack—while relationship officers can join prospect-specific channels and review curated canvases seamlessly.

Program and Case Management

Lower the Barrier to Entry with Guest Access

Prospective participants can explore your programs and benefits on an Experience Cloud site without needing to sign up or log in. This allows them to see what’s available and decide whether a program fits their needs. When they’re ready to move forward, they can quickly submit a referral to start the intake process, making it easier to engage and reducing barriers to participation.

Simplify On-The-Go Attendance Tracking for Your Staff

Tracking attendance for benefit sessions is now quicker and simpler for staff in the field. The Salesforce mobile app offers an optimized experience, allowing staff to easily locate sessions or participants, update one or multiple records simultaneously, and save changes securely. By capturing attendance data in real time, your team can reduce administrative tasks, improve accuracy, and focus more on advancing your mission.

Streamline Participant Intake with Guided Work Flow

The new Intake app helps coordinators streamline the enrollment process using the Create Application flow, making it faster to start new intakes. When a participant enrolls in multiple programs, overlapping form sections are now automatically deduplicated, so information only needs to be entered once. Additionally, the Complete Application flow automates the creation of enrollment records and cases, ensuring a seamless transition to case managers.

Confirm Participant Program Eligibility

Streamline your application process, reduce manual errors, and enhance the participant experience by instantly verifying program eligibility. Using the Business Rules Engine, you can set detailed eligibility criteria for each program and automatically check a participant’s record against them. Intake coordinators can quickly view eligibility status, enabling faster decisions and preventing non-compliant enrollments.

Accelerate Data 360 Readiness

With updates to the Program and Case Management data model objects (DMOs), it’s now easier to bring the latest objects and fields into Data 360 (formerly Data Cloud). New attributes for Attendance have been added to the Benefit Session and Program Enrollment DMOs, along with additional attributes for the Benefit Type and Referral DMOs.

Grantmaking

Future Proof Your Application Process

Set up your grant application intake using the Application Form object, which is the standard across Agentforce Nonprofit (formerly Nonprofit Cloud) and Various Industries. This object and its related components support essential features like compliant data sharing, stage tracking, and a flexible form framework. Using this standard ensures your organization can take advantage of future platform enhancements as they become available.

Complete Forms with Mobile-Friendly Design & Simplified File Management

Make the application process smoother with two key updates to the Form Framework. All form components—Overview, Section, and Review—are now fully responsive and mobile-friendly, providing a better experience on any device. Managing attachments within forms is also easier thanks to a new component available in flows and Flexcards.

Get More with Agentforce Nonprofit

The Agentforce Nonprofit (formerly Nonprofit Cloud) objects you rely on most now include standard Salesforce features, creating a more consistent and efficient user experience. Boost usability and streamline operations by enabling path, kanban, and calendar views for fundraising, program management, and volunteer management objects.

Volunteer Management

Analyze Volunteer Data in Data 360 with Data Model Objects

Bring together the capabilities of Data 360 (formerly Data Cloud) with your Volunteer Management CRM data. Data model objects (DMOs) are now accessible in Data 360 for the complete Volunteer Management data model.

Manage Volunteer Shifts with the Shift Capacity & Coverage Agent

Quickly identify open shifts and connect the right volunteers using the 'Find Unfilled Shifts' and 'Match Volunteers to Shifts' actions within the' Shift Capacity and Coverage' Agentforce topic. The Find Unfilled Shifts action lets you search by available spots, time range, and optionally by Volunteer Initiative or Job Position. The Match Volunteers to Shifts action pairs volunteers with shifts based on their availability, location, and qualifications.

Spring Into Success

Spring is the perfect time for growth, and Agentforce Nonprofit (formerly Nonprofit Cloud) helps your nonprofit flourish. For more information on these release updates and how they can improve your nonprofit operations, please visit the official Salesforce Spring '26 Release Notes.

If you have questions about Salesforce or would like to learn how to utilize these features in your own Salesforce organization, please contact DB Services. We would be happy to help!