Salesforce Agentforce Nonprofit Consultant

Nonprofits often have small teams and funders who want proof. You plan a project from vision to value: gather requirements, phase the delivery, manage stakeholders and define the measures that show the system is paying off.

• Setting the vision and success measures
• Gathering requirements across fundraising and programs
• Phasing a project for a small team
• Managing stakeholders, boards and funders
• Training and adoption with limited capacity
• Showing business value to funders and leaders

You build A phased implementation plan with success measures a board would accept.

Good design starts from the data. You map donors, gifts, programs, outcomes and grants onto the objects that hold them, and learn where a nonprofit process fits the standard model and where it does not.

• Core objects for people and organizations
• Gifts, commitments and transactions in the model
• Programs, enrollments and services in the model
• Outcomes and grants in the model
• Reading the entity diagram for the whole product
• Spotting gaps between a process and the model

You build A process-to-object map for one nonprofit, with the gaps marked.

Not every requirement belongs in the nonprofit product. You assess what it covers, what the platform can extend and what a third-party tool does better, and note how managed-package products differ.

• What Agentforce Nonprofit covers out of the box
• Extending with platform features
• When a third-party tool is the better answer
• Managed-package nonprofit products and how they differ
• Cost, effort and risk of each option
• Recording the decision and its reasons

You build A recommendation memo that picks an option for each requirement.

Several nonprofit capabilities come from features shared across industries. You learn when to use action plans for repeatable steps, assessments for structured questions and OmniStudio for guided processes.

• What Industries Common Features provide
• Action plan templates and tasks
• Assessments and structured questions
• Guided processes with OmniStudio
• Choosing between these tools and Flow
• Maintaining templates over time

You build An action plan template and an assessment for one nonprofit service.

Nothing works until it is switched on and assigned. You enable the product’s features, assign the licenses and permission sets each role needs, and test access with the people who will use it.

• Enabling Agentforce Nonprofit features
• Permission set licenses and permission sets
• Roles: fundraiser, program manager and case worker
• Permission set groups for common roles
• Verifying access with test users
• Setup order and common mistakes

You build A setup checklist and permission set plan by nonprofit role.

Nonprofits serve and depend on people in many roles. You configure person accounts and the relationships between people and organizations, so one donor, client or volunteer is seen once and in full.

• Person accounts and what they change
• Individuals and organizations in one record model
• Relationships between people and between organizations
• One person in several roles: donor, client, volunteer
• Consent and communication preferences
• Merging duplicates and keeping a single view

You build A stakeholder model with person accounts and relationships on sample records.

Fundraising starts at the moment a gift is recorded. You configure gift entry for one-time and recurring gifts, set up commitments and their schedules, and decide what a fundraiser must capture every time.

• Gift entry forms and what they capture
• One-time gifts and gift transactions
• Gift commitments and recurring schedules
• Designations and where gifts are directed
• Entering gifts one by one and in batches
• Adjusting, refunding and writing off gifts

You build A gift entry setup for one-time and recurring gifts.

Recognizing donors takes more than recording amounts. You configure source codes that show where gifts came from, soft credits that recognize influence, and acknowledgements that thank donors consistently.

• Source codes and campaign attribution
• Soft credits and who receives them
• Acknowledgement rules and templates
• Donor communications that follow a gift
• Reporting on fundraising results

You build Source codes, soft credit rules and an acknowledgement template.

Programs deliver the mission, and case management records the work with each person. You configure programs, enrollments and cases so staff see who is served, by whom and with what result.

• Programs, benefits and enrollments
• Eligibility and referrals into a program
• Case records for individual client work
• Case teams and staff collaboration
• Sharing client data safely
• Reporting on participation

You build A program and case setup that follows one client from referral to exit.

Funders want proof of change. You set up outcome tracking, care plans and interaction summaries so staff record progress as part of their work and managers can report what a program achieved.

• Defining outcomes and indicators
• Care plans and goals
• Action plans for client steps
• Interaction summaries after each contact
• Rolling progress up to program results
• Reporting outcomes to funders

You build An outcome framework with care plans and interaction summaries for one program.

Grantmaking carries an application from request to award. You configure the site where applicants apply, the review and decision steps behind it, and the records that follow a grant after it is made.

• The grant lifecycle from call to closeout
• Grantmaking sites and applicant access
• Application forms and required documents
• Review, scoring and decisions
• Awards, disbursements and reporting
• Securing applicant and reviewer data

You build A grantmaking site with an application, review and award path.

Take a nonprofit’s brief and produce the design: requirements, data model, setup, fundraising, programs and grants. You justify it against other options and set out how to roll it out.

• Reading the nonprofit’s brief
• Mapping processes to the data model
• Configuring fundraising, programs and grants
• Planning licenses, access and rollout
• Presenting and defending the design

You build A solution design document for one nonprofit, from requirements to rollout.