Salesforce Go

Simplify Feature Discovery and Setup

You can now find, set up, customize, and track Volunteer Management key features and even track what's being used in one convenient place in Setup. This helps save time and effort when exploring setting up features, while optimizing your Salesforce experience.

Enhance Household Management

You can now access the same shared components in Experience Cloud as a Nonprofit Cloud admin or end-user. Adding Group Membership to the Fundraising Experience Cloud add-on makes the user experience more consistent across all Nonprofit Cloud add-ons.

Leverage NPC Data Model with External Agents

You can create and tailor external agents that work with the Nonprofit Cloud data model. The new Digital Agent user has all the permission sets and access needed to support your agent workflows.

Volunteer Management

Manage Volunteer Shifts with Agentforce (Beta)

With the Shift Capacity and Coverage AI agent topic, you can quickly spot volunteer initiatives with open shifts and find the right volunteers to fill them. This helps nonprofit orgs ensure that all shifts are covered efficiently, improving program effectiveness and volunteer engagement.

Improve Volunteer Management

A new volunteer management homepage, updated tabsets, and workflows make it easier for managers to set up and monitor volunteer opportunities, take quick actions, and keep an eye on important metrics. This allows organizations to save time and focus on connecting volunteers with the right opportunities.

Create and Manage Volunteer Initiatives

Easily set up and manage volunteer programs by automating data entry, adding helpful tools, and standardizing how initiatives are tracked. This reduces manual work and makes the volunteer experience more seamless with jobs and shifts organized in one place.

Volunteer Initiative Record Creation

Quickly set up and oversee volunteer programs, including jobs, shifts, and reporting. Managers can also tailor forms and build internal approval workflows to fit their needs.

Improve Volunteer Placement with Smart Matches

Strengthen your volunteer program with smart matching, which connects volunteers to opportunities based on their skills, availability, and location. Search results display key details like names, shifts, and contact info, making it easier for managers to place volunteers and helping volunteers find roles that best fit their interests and abilities.

Fundraising

Gift Entry Grid Enhancements

Maximize efficiency and easily enter up to 200 rows for gift transaction designations, soft credits, and recurring gift commitments, all under the enhanced Gift Entry Grid. You can enter gift batches quickly by setting the batch default field values. Even if you're a new customer, you can get started immediately because this is now the default setting enabled.

Gift Valuation and Stewardship Tools

Manage every step of a planned gift—from the first conversation to long-term follow-up—with the Gift Planning app. New actuarial tools make it easy to model complex gifts, show potential value, and automate calculations. You can customize gift agreements to match your organization’s policies while staying legally compliant. It’s all about building stronger donor relationships through precise planning, personalized engagement, and stewardship that stays true to donor intent over time.

Philanthropic Research Operations

The Philanthropic Research app helps connect research and fundraising teams with a shared view of donor insights. Quickly surface meaningful info with AI-powered summaries and streamline research tasks like assessments and prospect discovery. As your team grows, staying aligned and engaging donors who believe in your mission is easier.

Grantmaking

Data Integration with a Data Bundle

With the Grantmaking data bundle, you can use mappings and guided setups to help reduce setup time and complexities. This assists you with taking advantage of Data Cloud's tools and analytics.

Outcome Management

Streamline Data Integration

With the new Outcome Management data bundle, you can map Outcome Management objects to the Data Cloud much faster and easier. The guided setup takes the hassle out of the process—no more manual mapping of fields and objects, which used to be time-consuming and prone to errors. Now, you can get up and running quickly and immediately start using Data Cloud’s powerful tools and analytics.

Program and Case Management

Participant Management Tasks with Agentforce

The Participant Management AI agent template makes it easy to handle follow-up tasks after meeting with a program participant. You can quickly create polished case notes, generate referrals, track tasks, and update goals and benefits—all through guided topics and actions. Just provide the input, and the agent takes care of the rest, helping you save time and reduce admin work.

Track Participants Through Intake Process

Make it easy for participants to start programs and ensure no one gets overlooked. Intake coordinators can easily keep track of ongoing intakes and follow up on any that aren’t completed.

Attendance Calculations

Review detailed attendance summaries to get a clearer view of how participants are engaging with your programs. These insights help case and program managers understand what’s working and which schedules are most popular. You can use a ready-made template or customize the calculations to fit your organization, making setup quicker and more cost-effective.

Conversion of Assessments to Digital Assessments

Program managers can save time by automatically turning PDFs or Word docs into digital Discovery Framework assessment questions. Instead of creating each question manually, AI handles the conversion—making it faster and easier to build and organize assessments.

Data Integration with Data Bundles

Connect your Program and Case Management data to the Data Cloud using prebuilt data bundles. With guided setups and built-in mappings, you can skip the manual work of mapping objects and fields, which could be error-prone, and get up and running faster.

Program Enrollment Data Migration

Enabling the new "Allow" benefit assignments with inactive program enrollments makes it easier to migrate enrollment data. It removes the need for active enrollments when creating or importing benefit assignments, helping reduce costs and complexity.

Embrace the Chill

This Salesforce Winter release is about making nonprofit operations smoother and more impactful—like building a snowman with every piece in its place. For more information on these release updates and how they can improve your nonprofit operations, please visit the official Salesforce Winter '26 Release Notes.

If you have questions about Salesforce or want to know how to use these features in your own Salesforce org, contact DB Services. We would be happy to help!