Nonprofit Cloud improved Fundraising, Grantmaking, and Program and Case Management in this release. Enhancements to gift entry, outreach source code generation, rollups, scoring frameworks, and the Business Process API are available in Fundraising. Batch assigning reviews and a stage management feature to streamline grantmaking processes are new to Grantmaking. The ability to create multiple indicator results and custom care plan goals, as well as clone care plan templates is available in Program and Case Management with this release.
Fundraising
Easily manage and track campaign and donor information with Nonprofit Cloud for Fundraising. Quickly generate multiple outreach source codes, add interest tags to outreach source codes, get soft credit metrics at-a-glance, automatically update data rollups, and map custom fields in gift entry. Additionally, set up page layouts for summary objects, use the Business Process (BP) API to create or manage pledges, and customize how Recency, Frequency, and Monetary Value (RFM) Scoring is calculated.
Outcome Management
Manage your impact strategy more efficiently and improve consistency by entering multiple indicator results in a spreadsheet-like experience.
Program and Case Management
Create personalized care plans by setting client-specific goals in the Care Plan UI, making the plans more meaningful and motivating. Improve care plan quality and consistency and create compliant care plan templates from the existing ones.
Grantmaking
Streamline the grant review process by supporting grant managers to batch-assign multiple applications to reviewers, saving time and boosting efficiency. Automate routine tasks with Stage Management to ensure accuracy and compliance through clearly defined stage criteria.
New and Enhanced Common Features for Nonprofit Cloud
Nonprofit Cloud includes some features that are available across the clouds and products in Industries. Use these features to extend and customize Nonprofit Cloud based on your business needs.
Action Launcher
Contact center agents can now find recommended actions based on semantic search.
Action Plans
Increase convenience of the users when working with action plans for their business processes. Enhance the user experience by automating updates for the action plans as the user completes the task action plan items.
Business Rules Engine
Monitor and manage the usage of Business Rules Engine components with the new Guardrail Connect API. Use transient attributes to temporarily store interim calculation results in an expression set. Activate and save expression sets in one step when copying them from templates. Create context-based expression sets easily, without marking steps as output. Retrieve datetime information in CSV decision tables by using the date/time data type. Track the CSV upload status for decision tables.
Compliant Data Sharing
Quickly deactivate Salesforce users who have Compliant Data Sharing records using a new setting.
Data Processing Engine
Simplify field mapping in writeback nodes by using Einstein generative AI. Use the append and hierarchy nodes in Data Cloud to run batch transformations on large volumes of org data that you can later use for analytics and reporting. Ensure data integrity by using the composite writeback feature to group related records at run time, and write them back to the core. Download the failed records file and use it to debug the issues in composite writeback or CSV file ingestion when the Data Processing Engine definition run fails.
Group Membership and Households
Receive change events for more objects. Effortlessly add the right Members to your party relationship groups.
Omnistudio Document Generation
Ensure compatibility with the new document generation infrastructure and add flexibility to document generation workflows. Get increased hourly and daily limits for batch server-side document generation requests. Plan for the retirement of Document Generation 1.0 by switching to Document Generation 2.0. The enhancements in Document Generation 2.0 include a new custom fonts configuration, document previewer, and hybrid client-side processing. Use dynamic image tokens in document templates for server-side document generation.
Record Rollup Definitions
Aggregate tasks and events at a household or group level to help relationship managers stay organized and easily track the progress of events and tasks. Reduce clutter by deleting outdated and unused record rollup definitions. Edit the name and description of a definition for better clarity and usability.