Nonprofits
Grants management
Program management
Supporter engagement

Empowering nonprofits with Salesforce Nonprofit Cloud: Focus on OmniStudio

Salesforce Nonprofit Cloud is a specialized suite of applications designed specifically for nonprofits. Its key features include:

  • Supporter relationship management  
  • Fundraising and donor management  
  • Grants management  
  • Program and case management  
  • Outcome management  
  • Marketing and engagement  
  • Reporting and analytics  

Nonprofit Cloud meets the data security and compliance standards that organizations across industries trust, which is especially important for nonprofits handling sensitive stakeholder information.

Beyond these features, Salesforce Nonprofit Cloud offers OmniStudio,a set of tools designed to help organizations create personalized, responsive, and efficient digital experiences. OmniStudio allows organizations to streamline complex user-centric data interactions like grant applications without the need for extensive technical expertise.

What is OmniStudio?

Think of OmniStudio as a digital engagement toolkit. OmniStudio makes it easier to create seamless digital experiences. OmniStudio helps nonprofits save time and resources by providing tools that automate workflows and organize and display data. With OmniStudio, your team can design interactive and modular grant applications that sort and display application sections dynamically based on Salesforce and/or applicant-entered data, create flexible interfaces to display data, and set up processes that ensure information flows smoothly between systems. Importantly, you don’t need to be a developer to use it—it’s designed to be accessible and adaptable for organizations of all sizes.

Key components of OmniStudio

Digital experiences:

FlexCards: Imagine tracking donations in real time. FlexCards lets you create a dashboard that displays live data on fundraising goals, donor engagement, and event registrations. You can customize the look and feel of FlexCards to match your organization’s branding and display the exact information you need. FlexCards can be placed on your website, in your Salesforce environment, or even in emails, giving your team easy access to the data that matters most.

OmniScripts: OmniScripts guide users through multi-step processes, such as completing grant applications or submitting requests. For example, OmniScripts can help potential grantees identify funding opportunities based on data housed in Salesforce, externally connected systems, or user inputs and provide a streamlined grant application process that dynamically displays the application screens at the right time. They’re designed to make complex workflows easier and more intuitive for your audience. A foundation managing a scholarship application process can use OmniScripts to guide applicants through the entire submission, ensuring they provide all necessary information, sign required forms, and upload documents—making the process easier and reducing administrative work for grantmakers.

Service management:

DataRaptors: This tool helps you pull information from or push information into Salesforce without needing to write code. Think of it like a translator or Extract, Transform, Load (ETL) tool between different parts of Salesforce, ensuring the correct data is sent to the right place. You can use DataRaptors to gather data about volunteer or donation history and display it in real time to a supporter on your website or in an authenticated portal.

Integration procedures: These tools automate more complex data interactions between systems. For instance, during the application process, integration procedures query important organizational information housed outside of Salesforce, which can then be used to determine their grant eligibility. They can also ensure that when one system is updated, all related systems reflect the same information.

How OmniStudio differs from Screen Flows and Lightning Web Components (LWC)

While Salesforce Screen Flows and Lightning Web Components offer powerful tools, OmniStudio falls between the two in terms of ease of use and customizabilityFor nonprofits that need flexibility without needing to code, OmniStudio strikes a balance between ease of use and advanced features.

Deployment and maintenance

Setting up and maintaining OmniStudio is user-friendly and declarative. With Salesforce deployment tools like IDX Build, IDX Workbench or Gearset, nonprofits can manage and update their OmniStudio components as needed. Each tool has its benefits—IDX Build is a command-line tool which is preferable when deploying automation scenarios where scripting is more efficient, while IDX Workbench has a more user-friendly interface for less technical folks. While there may be an initial learning curve, OmniStudio is accessible to organizations with varying technical skills.

Unlock the potential of Salesforce OmniStudio for your nonprofit  

With OmniStudio, nonprofits can transform the way they manage data, engage supporters, and streamline processes. Whether you’re looking to simplify complex workflows, create personalized digital experiences, or ensure seamless integration across platforms, OmniStudio provides the tools to make it happen.

By leveraging these powerful solutions, your organization can focus on what matters most—driving your mission forward and making a bigger impact.

Discover how Salesforce OmniStudio can elevate your nonprofit’s operations and engagement strategies. Contact us today to schedule a consultation.