Volunteer Management

Volunteer Management has finally arrived in NPC! Let's check out some of the highlights.

Improve Volunteer Programs

Volunteer Management can help you manage your volunteer programs, recruit and fill roles with qualified volunteers, increase volunteer engagement and retention, and report on volunteer impact more accurately.

Empower Programs and Organizations

You can use the Volunteer Management data model to easily schedule volunteers, track volunteer hours, and report volunteer metrics.

Share Volunteer Opportunities and Gather Participant Details in Experience Cloud

Experience Cloud users can build a volunteer portal on this data model so volunteers can find and sign up for opportunities, submit applications, or track their hours. This helps address problems like limited staffing, increased workload, recruitment and retention challenges, and supervision and scheduling challenges.

Fundraising

Enter Gifts More Efficiently with Gift Entry Grid

The Gift Entry Grid table format makes entering gifts easier and quicker than ever. You can view and enter single gifts or multiple gifts on a one-page, tabular layout. Turn on the Gift Entry Grid from Setup under Fundraising Settings.

Build Relationships with Gift Planning

Establish long-term journeys for your prospects and donors that include charitable gift annuities, trusts, life insurance, donor-advised funds, or bequests. This helps organizations' fundraising efforts by providing a single source of truth for all aspects of gift planning, reducing manual processes and scattered data.

Manage Philanthropic Research Data More Efficiently

Manage prospect profiles, wealth assessments, milestone summaries, and more all in one convenient place. Einstein’s generative AI tools make it easy to request research. You can ask Einstein to summarize party philanthropic assessments, party philanthropic indicators, party philanthropic occurrences, and interaction summaries. To save even more time, you can also automate case creation for research requests with the Create Research Request flow.

Optimize Philanthropic Engagement and Research Efforts with Agentforce (Pilot)

Philanthropic Research Topics in Agentforce can help you summarize important information about your prospects, like milestones or wealth capacities. You can also ask it questions to get more details about a prospect, like their professional affiliations or philanthropic events. These insights can help you personalize engagement strategies to foster deeper relationships with your donors.

Case and Program Management

Improve Referral Tracking and Reporting

The new Internal referral type can be used to track referrals from one program to another within your organization to better understand the resources you are providing to your constituents. The new page layout for the referral record makes it easier than ever to find or quickly fill out the information you need for an inbound, outbound, or internal referral.

Save In-Progress Assessments for Later

You can now save in-progress assessments as drafts. You can return to them later to follow up with constituents or pick up where you left off and complete the assessment.

Log Benefit Disbursements from Participant Records

Save time by entering benefit disbursement information directly from the participant record to easily track benefits delivered to participants.

Improve Benefit Tracking with Enhanced Benefit Disbursal Workflows

You can now create ad hoc benefit disbursements in bulk, even if the benefit is tied to a schedule, to ensure that all services are tracked and accounted for. Save time during data entry and ensure data quality and completeness by configuring which fields are visible in the ad hoc disbursement component on an individual benefit basis.

Grantmaking

Simplify Funding Disbursement Scheduling

Creating and scheduling funding disbursements is now more streamlined and automated with a simple new interface that reduces manual tasks and human error.

Generate Progress Reports with Templates

Quickly generate progress reports from predefined templates to save time and increase report consistency. You can also set the specific form sections to include in the templates in order to speed up the design process and ensure compliance.

Automate Funding Award Requirements

You can now save time, reduce manual effort, increase accuracy, and ensure compliance by automating the creation and scheduling or funding award requirements with the Requirements Wizard.

Soak Up the Sun

This Salesforce release is all about efficiency- so you can get more done and still have time to enjoy a beautiful summer sunset! If you would like more information on these release updates and how they can improve your nonprofit operations, please visit the official Salesforce Summer ‘25 release notes. 

If you have any questions about Salesforce or want to see any of these new features in your own Salesforce organization, contact DB Services and we’d be happy to help!