Not for profit - Get Generative

Pre-solved

We have already solved the hardest challenges for the not-for-profit sector before your project starts.

Keep the donor and the participant apart by design

A holistic supporter view and a confidential case record coexist without leaking into each other, because the relationship model and access rules enforce it - not a policy.

Capture the service once, report it five ways

Each funder contract wants its own indicators, periods and evidence. The attribution model maps a single service record to multiple funder frameworks, so staff stop reconciling spreadsheets.

Treat volunteers as a workforce, not a contact list

Screening, clearances, availability and expiry dates tracked with alerting, so a lapsed check is caught before a shift rather than after an incident.

Report change, not just activity

Outcome frameworks and indicators are wired to the service record from the start, so impact sits alongside finance, fundraising and case data instead of apart from it.

The AI-native approach

Seven agents. Every project starts pre-loaded.

We embed industry knowledge into the agents — not a methodology deck. From day one, every agent applies your industry’s workflows, regulations, data models and proven patterns — from Discovery through Managed Services. The result: industry expertise built directly into your solution and project artefacts from week one.

Discovery

Runs workshops from the pack process models. Asks how your intake eligibility differs from this baseline and which funder contracts constrain it, not “walk us through your process.” Output is captured as deltas against the pack baseline.

Design

Starts from the tenth draft. Pack stories, acceptance criteria and the supporter, participant and outcome data model pre-loaded; the agent reconciles rather than authors. Every artefact badged From pack / Adapted / Net new.

Metadata

Diffs your existing org against the pack data model to produce a fit-gap automatically, or validates a clean landing zone.

Build

Instantiates the pack Flow and Apex skeletons parameterised to the approved design. Config generated from validated, tested patterns rather than authored from scratch.

Test

Runs the pack test suites against the built config using synthetic supporter, participant and multi-funder service data. Traceable story → acceptance criteria → test.

Deploy

Inherits the pack environment and release conventions.

Managed Services

Picks up the pack reporting layer and continues to improve it post go-live.

Inside the pack

What makes our Agents ready for Salesforce implementation for not-for-profits

See exactly what our agents know and apply to your implementation.

Agent Skills

What it impacts

Process models

Enquiry → referral → eligibility → enrolment → benefit delivery → outcome measurement → funder acquittal. Constituent acquisition → gift → recurring commitment → receipting → stewardship → renewal. Volunteer recruitment → screening → scheduling → recognition. Mermaid + structured JSON.

Data model extensions

Extensions on the Agentforce Nonprofit standard model — Party Relationship Group and household, Gift Transaction, Gift Commitment and Designation, Program and Program Enrollment, Benefit and Benefit Schedule, Care Plan, Impact Strategy and Indicator Definition — plus the access rules that keep constituent and participant data separate. ERDs and rationale included.

Story & AC library

Parameterised user stories with acceptance criteria, tagged by use case, capability and persona (fundraiser, gift processor, intake officer, case worker, volunteer coordinator, program manager, finance, board).

Flow / Apex patterns

Deployable skeletons: batch gift entry validation, recurring gift failure recovery, DGR-aware receipting by designation, restricted fund allocation to ledger, eligibility rule evaluation, benefit schedule generation, credential expiry alerting, one-service-to-many-funders attribution, safeguarding access restriction.

Agent prompt & topic-action sets

Agentforce topics and actions for donor briefing, grant drafting from approved libraries, intake triage, case note structuring, volunteer matching, qualitative feedback synthesis with de-identification.

Test suites

Test scripts plus synthetic data generators — constituents and households, gift batches and recurring commitments, participants and enrolments, multi-funder service deliveries, volunteer credentials and expiry scenarios.

Reporting packs

Dashboards and KPI definitions: income by appeal and source code, recurring gift attrition and recovery rate, restricted fund position, service reach and equity, cost per output and per outcome, volunteer contribution hours, obligation and acquittal status.

If a component is empty in the manifest, the row renders empty. The page cannot overstate the pack.

The solution

How we implement Salesforce for charities and community service providers.

We connect the entire not-for-profit journey — from donor management and fund collection to program delivery, volunteer management, outcomes and funder reporting. Our agents keep supporter and participant data separate by design while automating work and surfacing risk early.

20 of 20 use cases

Use case

Pillar

Salesforce

Agent / integration hook

Constituent, household & relationship model

Donor Management

Party Relationship Group, household roll-ups

Relationship model separating supporter identity from participant records

Major gift & bequest moves management

Donor Management

Fundraising- Donor Milestone, Gift Tribute

Briefing agent prepares donor summaries ahead of meetings

Corporate partnership, trust & foundation pipeline

Donor Management

Fundraising opportunity and relationship tracking

Partnership agent tracks obligations and impact reporting commitments

Donor stewardship journeys, consent & preference management

Donor Management

Marketing Cloud Engagement, Data 360

Consent lineage, suppression and preference centre · Spam Act

Campaign & appeal management with income attribution

Fund Collection

Outreach Source Code, Fundraising campaigns

Attribution agent links appeals to income and supporter acquisition

Gift entry, gift transactions & batch processing

Fund Collection

Fundraising- Gift Entry, Gift Transaction

Payment gateway and receipting integration

Recurring giving & gift commitments with failed-payment recovery

Fund Collection

Fundraising- Gift Commitment, Gift Default

Recovery agent works failed and lapsed recurring gifts

DGR-aware receipting & annual tax statements

Fund Collection

Gift Designation, entity and endorsement records

Receipting rules by fund and DGR endorsement status

Restricted fund allocation, designation & GL posting

Fund Collection

Accounting Subledger- ledger and GL entries

Finance integration · Xero, MYOB, general ledger

Enquiry, referral & intake

Program Delivery

Agentforce Nonprofit Case Management- intake and referral

Intake agent captures referrals from phone, email, web and partners

Eligibility assessment & program enrolment

Program Delivery

Program, Program Enrollment, eligibility rules

Triage agent screens eligibility and escalates high-risk cases

Benefit schedules & service delivery recording

Program Delivery

Benefit, Benefit Assignment, Benefit Schedule, Service Delivery

Attendance and delivery capture, including mobile

Care plans, goals & mobile case notes

Program Delivery

Care Plan, Actionable Relationship Center

Summary agent drafts case notes for worker review

Complaints, incidents & safeguarding cases

Program Delivery

Case Management with restricted access

Escalation workflow with segregated safeguarding records

Volunteer recruitment, screening & credential expiry tracking

Volunteer Management

Agentforce Nonprofit Volunteer Management, Experience Cloud

Compliance agent alerts before WWCC and worker screening expiry

Volunteer scheduling, recognition & re-engagement

Volunteer Management

Volunteer Management shifts and projects

Matching agent recommends roles by skills and availability

Outcome frameworks, indicators & assessment cycles

Outcome & Impact

Outcome Management- Impact Strategy, Indicator Definition

Program logic configured against the service record, not bolted on

Impact dashboards, cost-per-outcome & case studies

Outcome & Impact

Outcome Management, Tableau

Synthesis agent themes qualitative feedback with de-identification

Contract obligation, milestone & acquittal management

Compliance & Funder Reporting

Agentforce Nonprofit Grantmaking- grants received, obligation register

Reporting calendar with deadline alerting

Funder, board & ACNC reporting with DEX submission

Compliance & Funder Reporting

Data 360, Tableau, MuleSoft

One service record mapped to multiple funder frameworks · DEX

Platform

Agentforce Nonprofit (formerly Nonprofit Cloud) — what we deploy here.

Core modules

Fundraising

Gift entry, gift transactions, commitments, designations and donor milestones.

Program Management

Programs, enrolments, benefits, benefit schedules and service deliveries.

Case Management

Intake, referrals, care plans and the Actionable Relationship Center.

Outcome Management

Impact strategies, indicator definitions and performance periods.

Packaged separately — confirm entitlement before scoping

Volunteer Management

Projects, shifts and volunteer records.

Grantmaking

Grants received and the obligation register.

Accounting Subledger

Restricted funds, ledgers and GL posting; re-architected onto Data 360 in the Spring '26 release.

Platform layer

Marketing Cloud Engagement

Appeals, journeys and consent, with Marketing Cloud Next as the stated direction of travel.

Data 360

Unified supporter and participant reporting layer.

Agentforce

Donor briefing, intake triage, case note structuring.

Experience Cloud

Volunteer and partner self-service.

Field Service

Mobile service delivery and attendance capture.

MuleSoft

DEX, finance and legacy donor database integration.

Tableau

Impact, cost-per-outcome and acquittal reporting.

Integrations & compliance

The ANZ systems and obligations, mapped.

Systems we integrate

DSS Data Exchange (DEX) SmartyGrants & GrantConnect ACNC portal reporting Legacy donor databases incl. Blackbaud Raiser's Edge NXT Xero, MYOB & finance systems Payment gateways & receipting Working with Children Check registries NDIS Worker Screening Database Volunteer management platforms Employment Hero, Deputy & rostering DocuSign Outlook

Obligations we design for

ACNC Governance Standards and the Annual Information Statement

ACNC External Conduct Standards for overseas activity

ATO deductible gift recipient endorsement and tax concessions

State and territory fundraising licensing

Australian Consumer Law

Privacy Act and the Australian Privacy Principles

Spam Act and Do Not Call obligations

Fair Work Act, National Employment Standards and the SCHADS award

Work health and safety

Working with Children Checks, child safe standards and reportable conduct schemes

Service-specific regulation including NDIS and aged care

Proof

A sample of the actual output.

Rather than case studies, we show the artefacts. These are the Agent outputs a not-for-profit engagement starts from — the real deliverable, not a claim about it.

User stories

Three stories with acceptance criteria

Recurring gift recovery, multi-funder service attribution and credential expiry alerting, tagged by persona and capability.

Data model

ERD extract of the supporter and participant model

Party Relationship Group, Gift Transaction, Gift Commitment, Program Enrollment, Benefit Schedule and Impact Strategy — with the separation rules shown explicitly.

Test suite

One executable test script

One-service-to-many-funders attribution run against synthetic supporter, participant and service delivery data, traced story → AC → test.

AI agents that already know the not-for-profit sector.

We have already solved the hardest challenges for the not-for-profit sector before your project starts.

Keep the donor and the participant apart by design

Capture the service once, report it five ways

Treat volunteers as a workforce, not a contact list

Report change, not just activity

Seven agents. Every project starts pre-loaded.

What makes our Agents ready for Salesforce implementation for not-for-profits

How we implement Salesforce for charities and community service providers.

Agentforce Nonprofit (formerly Nonprofit Cloud) — what we deploy here.

The ANZ systems and obligations, mapped.

A sample of the actual output.

The agents do the volume. Our forward deployed engineers do the judgement.

Request an Industry Design Sprint