Knowledge Base

Updates to gift commitments, outreach source codes generation, and gift entry make it easier and faster to complete tasks and keep data accurate. Quickly prepare for meetings with major donors by automatically creating donor briefs. Set up, review, complete, and submit grant management progress reports. Simplify the grantmaking process by reviewing the grant application, add review comments, and rate the application all on a single window.

Capture and track all your service provider details, including details about their facilities and specialties, to efficiently search and refer participants to the providers as needed. In addition, map the benefits and services that you administer for your constituents to the specialties that those providers offer.

Nonprofit Cloud for Fundraising makes it easy to manage and track donor information. You can create outreach source codes in bulk, sync person account addresses with the primary contact point address, generate donor briefs, and track and credit pledges as revenue. You can also match donors with an external ID during gift entry, update the tax receipt status of gift transactions in a batch, capture and track soft credits on gift commitments, enter gifts from an account page, and visualize CRM analytics with Nonprofit Intelligence for Fundraising.

Use an enhanced, easy-to-implement form framework to create, publish, and review progress reports on grant applications. Grants managers can review all submitted applications on a single page.

Einstein Generative AI for Nonprofit Cloud

Efficiently summarize important information and generate board versions of grant applications with Einstein Generative AI.

Salesforce for Nonprofits includes access to some features that are available across clouds and products in Industries. Use these features to extend and customize Salesforce for Nonprofits based on your business needs.

Use a CSV file to review potential errors and then import gift records into Nonprofit Cloud.