Soapbox Engage Blog

Earlier this year, Salesforce announced a new vision for Nonprofit Cloud, the suite of Salesforce nonprofit technology solutions built for the nonprofit sector.

A major goal of the Nonprofit Cloud is to make it easier for the nonprofit sector by breaking down information silos within organizations and their partners. Salesforce has worked collaboratively with stakeholders to develop the technology and find solutions to these four priorities for nonprofits:

• Deliver powerful programs through programs and case management
• Grow fundraising income with data intelligence and insights
• Know and expand the community with personalized experiences
• Measure, learn, and share from impact

What’s included in the Nonprofit Cloud?

If you’re worried about the P10 program, don’t be. Salesforce is still offering 10 free licenses for nonprofits via the Power of Us Program.

There are certain functionalities available now, and more to come down the line. Here’s what’s currently available in the Nonprofit Cloud:

• Full Sales and Service Cloud
• Program Management
• Case Management

The Nonprofit Cloud will have a Summer Release in July ’23, and Winter Release in October ’23. What’s coming during those releases, as it stands now, are:

• Grantmaking Add-On
• Fundraising
• Outcome Management

In addition, you’ll also have access to Common Components, including Form Builder (Omnistudio), Decision + Matching Engine (Business Rules Engine), Rollup Engine (Data Processing Engine), Milestone Planner (Action Plans), Visual Timelines (Timeline), Visual Relationships (Actionable Relationship Center, Life Events, etc.), and more.

Program + Case Management

Program + Case Management is separated into three distinct categories: Program Delivery, Case Management, and Outcome Management. Outcome Management is currently scheduled for release in October ‘23.

Program Delivery

• Recurring Session Tracking
• Bulk Participant upload
• Attendance tracking
• Units Delivered
• Program Manager Home Page

Case Management

• Guided Intake
• Dynamic Case Plans
• Integrated Note Tracking
• Advanced Assessments

Outcome Management

• Unified Program indicators
• Integrated Assessments
• Aggregated Results
• Result Time Period Tracking

Fundraising

Salesforce has sectioned their fundraising in three different categories. High-Touch Fundraising, which enables teams to build relationships and make the large ask; Mass Market, which is doing more with less, and Fundraising Operations which directly focuses on how to build fundraising in the future.

These categories have the following features:

High-Touch Fundraising

• Fundraising Portfolios
• Donor Profile

Mass Market

• Source Codes
• Rollup Summaries
• Segmentations

Fundraising Operations

• Gift Data Model
• Commitments
• Designations
• Soft Credits
• Batch Gift Entry

The Nonprofit Cloud was created from the lessons learned from NPSP – the goal is to provide everything that was available with that tool, and more – making the best of Salesforce available to all nonprofits. There is more to come, and we’re excited to share about it and help your organization utilize the technology to the best of your ability.

If you’re interested in Soapbox Engage Salesforce Consulting Services, we can help you feel confident about this new nonprofit solution— or handle the technical side so you don't even have to think about it! Contact us to start a conversation today! We're ready to help your nonprofit grow and change the world!

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If you want to learn more about Salesforce, check out the following resources:

• Best Salesforce Apps for Nonprofits: 7 Essential Tools: Not sure which Salesforce apps are right for your nonprofit? Start your search with these tools.


• Powerful Salesforce Training for Nonprofits: Hiring a consultant will provide the most ease to your journey. But if you’d rather take a self-service approach to learning Salesforce, check out this blog post that features some great training.


• Salesforce Event Registration Apps: 10 Key Considerations: Is event registration and management one of the more frustrating aspects of your work? Check out this post for details on how the Salesforce Event Registration App can make your event registration easier and less stressful.