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How to Use Nonprofit Cloud for Fundraising Success

August 4, 2026

To drive sustainable revenue and make a lasting impact, nonprofits must cultivate deep, lifelong relationships with supporters. However, siloed data, repetitive administrative tasks, and disconnected software systems can impede personalized outreach, making meaningful donor stewardship difficult to sustain at scale.

To resolve these structural challenges, your team needs a unified technology ecosystem. Leveraging a comprehensive fundraising platform like Agentforce Nonprofit (formerly Nonprofit Cloud) gives your fundraising team a 360-degree view of their donors, paired with intelligent AI and automation, allowing them to focus on interactions that inspire lasting generosity.

We’ll explore Agentforce Nonprofit’s fundraising tools and how your organization can use them to engage donors, accurately track and analyze data, and more. 

A Quick Refresher: Nonprofit Cloud (now Agentforce Nonprofit) and Nonprofit Success Pack (NPSP)

Salesforce offers two solutions for nonprofits:

  • Nonprofit Success Pack (NPSP): An open-source set of managed packages built on Salesforce. NPSP offers a collection of apps that allow nonprofits to configure the Salesforce platform to meet their needs. NPSP does not provide native access to AI agents out of the box.
  • Agentforce Nonprofit: An Industry Cloud built into the Salesforce platform that receives dedicated investment from Salesforce and functions seamlessly with other Industry Clouds to provide additional value-adding features and shared common components. The solution offers access to Agentforce, which is Salesforce’s platform for developing autonomous AI agents that includes four pre-built agents for prospect research, participant management, volunteer management, and donor support.

NPSP is still a reliable tool that many organizations rely on. But because Salesforce has shifted its focus to Agentforce Nonprofit, that solution offers more expansive capabilities and better interoperability with other Salesforce products. Agentforce Nonprofit’s extensive customization options make it ideal for nonprofits with complex or unique needs looking for a future-proof, scalable solution.

NPSP Fundraising Tools

If your nonprofit uses NPSP for fundraising, you may already rely on practical features like:

  • Flexible gift entry and fund designation options
  • Streamlined management of committed gifts
  • Reporting tools
  • Soft credits that recognize individuals and organizations that influence donations
  • Data hygiene capabilities

Agentforce offers the same or similar capabilities (and more). While they may be in a different format, many features have been improved or further streamlined. 

For example, NPSP integrates with the Accounting Subledger product, which generates ledger entries for easier reconciliation with financial systems. Salesforce improved this feature for Agentforce Nonprofit and now offers it as an out-of-the-box feature to simplify financial management processes.

The Benefits of Using Nonprofit Cloud for Fundraising

When compared to other popular fundraising platforms, Agentforce Nonprofit stands out thanks to a few key benefits:

  • Offers a unified, integrated platform. Salesforce Industry Clouds provide access to features developed for other industries that may still be relevant to nonprofits. These additional capabilities, combined with the tools on the Salesforce AgentExchange, mean your organization does not need to leverage external, disconnected tools. Additionally, all your data will live on a single platform, preventing fragmented or siloed data.
  • Improves campaign management. Your nonprofit can plan its fundraising campaigns, set goals, and tie each contribution back to specific appeals, all within Agentforce Nonprofit. The platform also provides Outreach Source Codes, an Object and feature designed to track attribute donations, allowing for easier reporting on the efficacy of fundraising appeals. This detailed data also enables you to track the success of various strategies in real time, so you can adjust your campaign as needed.
  • Provides more personalized donor engagement. Crafting personalized communications at scale is difficult and time-consuming. Agentforce Nonprofit offers pre-built AI agents designed to manage nonprofit workflows, automatically generating personalized thank-you messages and tax receipts, providing tailored updates on how funds are used, leveraging self-service portals for donors, and more. 
  • Offers advanced AI automation and data analytics. Salesforce is known for its robust analytics capabilities, including AI-powered tools like Agentforce. Agentforce allows nonprofits to build custom AI agents or choose from pre-built agents to manage various tasks, ranging from donor engagement to fundraising. This aids understaffed organizations and provides round-the-clock support to donors and program participants. Its AI capabilities also include data analysis tools that can generate predictive analytics and metrics based on your existing data. For example, predict whether a supporter could be converted into a recurring donor and use Agentforce to handle repetitive tasks during conversion.
  • Offers a scalable, flexible solution. Agentforce Nonprofit and the Salesforce platform offer many internal tools, apps, and integrations, so your nonprofit won’t need to implement or switch to another fundraising platform as it grows. Agentforce Nonprofit also allows for extensive customization, so you can adapt to changing needs and objectives.

Consider leveraging Fíonta’s Salesforce managed services to stay on top of the latest updates and innovations in the Salesforce ecosystem, monitor your data health, access helpful training resources, receive expert help in impact measurement and reporting, and more. We’ll ensure you’re working with the best solution for your nonprofit and be there to support future initiatives.

Elevate Your Fundraising With These Nonprofit Cloud Features

Convenient Fundraising Apps

Agentforce Nonprofit groups fundraising responsibilities into four main categories, each with a corresponding app that ships with the platform:

  • Fundraising Strategy: This app gives nonprofit leaders and managers a high-level overview of fundraising efforts and data. Customized reports and dashboards display the most important trends and metrics, and provide decision-makers with real-time information on the organization’s financial health.
  • Donor Engagement: This app allows you to plan, execute, and track fundraising campaigns. You can use outreach source codes to understand how individual marketing appeals and outreach methods perform and create donor segments based on shared characteristics for more targeted, personalized outreach.
  • Philanthropy and Partnerships: This app is a good fit for high-touch fundraising, which uses frequent, personalized interactions to cultivate strong relationships with supporters. Leverage Donor Profiles, which provide a detailed overview of the donor’s interests, giving history, and past engagement, and track key opportunities. Additionally, craft standardized task lists known as Action Plans that apply to specific donor segments to ensure consistent treatment.
  • Fundraising Operations: Manage essential, day-to-day fundraising tasks here. Efficiently track one-time, recurring, and pledged gifts. Allocate funds to specific programs or causes as directed by donors and generate acknowledgment letters automatically. 

These apps tend to be tailored to different fundraising roles, meaning your staff won’t need to learn how to use all of them to manage their daily tasks efficiently. 

Campaign Management

Agentforce Nonprofit’s campaign management capabilities allow your organization to:

  • Set up and monitor campaigns. In Salesforce, campaigns are used to track outreach efforts. In a fundraising context, your organization would create a new campaign for each fundraiser. For instance, you might make a campaign titled “Giving Tuesday 2026” and specify the campaign type, status, and timeframe. Use the campaign dashboard to review key metrics such as donor counts, total gifts, and average gift amounts.
  • Create outreach source codes for granular analysis. Outreach source codes are unique identifiers for your campaign’s outreach methods. For example, you might have source codes for social media, email, and direct mail outreach. These codes reveal the total gifts, revenue, response rates, and other interactions for each appeal, helping you understand the most effective methods.
  • Allocate funds. Create a default designation, allocate donations to specific funds, or even split donations between the default designation and particular funds. Some funding is restricted, meaning donors specify how your nonprofit can use it. For example, a donor may contribute to your annual fund but specify that the funds should go toward your afterschool program. 
  • Segment donors for better results. Create supporter segments based on shared interests or giving behavior to ensure your nonprofit directs relevant outreach and strategies to the right audience. Then, craft and share tailored appeals. Data 360 (formerly Data Cloud) allows nonprofits to set up data streams from external systems, further enhancing their ability to segment donors using data that doesn’t “live” in Salesforce. 

If your organization currently uses NPSP, you’re likely familiar with campaigns. However, campaigns function differently in Agentforce Nonprofit. 

Agentforce Nonprofit uses the outreach source codes discussed above rather than relying on campaign hierarchies to chart the performance of different marketing strategies or communication platforms. While this change may take some getting used to, it ultimately produces more specific, accurate campaign and appeal performance metrics.

Log Gifts and Manage Gift Commitments

In Salesforce, objects are tables that store details about a set of information. The platform offers pre-built, standard Objects, but administrators can also create custom Objects for unique purposes. These Objects help track funding opportunities, commitments, and gifts and maintain details of each contribution.

Agentforce Nonprofit offers a variety of standard Objects related to fundraising that make tracking campaigns and gifts possible. Here are the Objects your team will use to manage gifts, commitments, and more:

  • Gift Entry: Gifts logged individually or in batches.
  • Gift Commitment: A commitment, such as a pledged donation, made by a donor.
  • Gift Commitment Schedule: The schedule for fulfilling a gift commitment.
  • Gift Transaction: Details about a completed transaction. 
  • Gift Designation: A fund designation that can be assigned to a gift transaction with a Gift Transaction Designation. The Gift Default Designation Object represents where gifts originating from a specific campaign will automatically be allocated.
  • Gift Soft Credit: Attributes soft credit to any individuals or organizations that indirectly assisted with securing the gift.
  • Gift Tribute: Represents how a gift ties to an individual or organization to track tribute-related information. 

This is far from an exhaustive list of the standard Objects included in Agentforce Nonprofit. Salesforce typically adds new Objects as part of its regular three-times-a-year releases. 

Administrators can also create custom Objects for niche or organization-specific use cases. However, creating too many custom Objects could make your Salesforce instance incompatible with other products in the ecosystem. Reach out to our team of Salesforce experts to determine the best way to customize Agentforce Nonprofit for your needs without limiting its functionality.

Automated Workflows

Fundraising campaigns usually include many repetitive tasks, and manually completing each would significantly strain your staff. For example, manually entering a single gift into Agentforce Nonprofit without automation would require many clicks and multiple data entry points.

Agentforce Nonprofit tackles this by combining robust automation with AI. The platform uses templated Salesforce Flows, Salesforce’s premier automation engine, to streamline complex business processes. For fundraising, the system includes pre-built Flows for:

  • Gift entry and batch processing
  • Gift commitment processing, commitment scheduling, and recurring gift scheduling
  • Core prospect research and donor stewardship tasks

If you’ve implemented the platform, assume these foundational Flows are already active. Administrators can also customize them by cloning, editing, and activating the existing Flow to align with your operations.

With the introduction of Agentforce, these Flows can now be connected to autonomous AI agents. This means an AI agent could launch a Flow in response to a donor’s request or a behavioral trigger. As Salesforce introduces new Flows and Agent actions with regular releases, you can continue to customize these tools and enhance fundraising efficiency.

Best-in-Class Support

Fast, reliable support promotes deeper donor relationships, builds trust in your organization, and improves retention. To help you do so, Agentforce Nonprofit now offers a Donor Support Console to make it easier for organizations to respond to donor requests. The console provides a timeline for staff to review requests and take action quickly. Additionally, staff can provide full or partial refunds upon donor request. 

Nonprofit Cloud for Fundraising FAQ

Are AI features like autonomous agents automatically included in Agentforce Nonprofit?

Yes, Agentforce Nonprofit is built natively with AI capabilities. While these tools are integrated directly into the platform, things like generative AI usage limits and advanced agent configurations may vary. 

What AI agents are included in Agentforce Nonprofit?

The pre-built AI agents currently included in Agentforce Nonprofit include:

  • Prospect Research Agent: This agent automatically surfaces donor wealth indicators, philanthropic interests, past engagement history, and giving capacity so fundraisers have a complete profile before making an ask.
  • Participant Management Agent: Built for your program staff, this agent can pull client background summaries before a session, take real-time notes during conversations, create new service goals, and flag referral needs so case workers can focus on working with the participant.
  • Volunteer Capacity & Coverage Agent: This agent scans for unfilled volunteer shifts and automatically matches the best-suited volunteers based on their availability, skill sets, and location, eliminating the need for manual cross-referencing in spreadsheets.
  • Donor Support Agent: Serving as a digital concierge, this agent can handle routine donor inquiries, assist with self-service tasks, and route complex issues to human staff members.

Additionally, nonprofits can use the Agentforce platform to build and customize their own agents tailored to highly specific programmatic workflows or grantmaking lifecycles.

If our organization currently uses NPSP, do we have to migrate to Agentforce Nonprofit? 

No. While Agentforce Nonprofit is Salesforce’s primary focus for ongoing innovation and new feature releases, the NPSP remains a fully supported product for existing customers. However, organizations looking to scale complex, multi-program operations, consolidate their tech stack, or leverage the newest autonomous AI workflows should start considering a migration. 

Additional Resources

Salesforce releases new Objects, fields, Flows, and more three times per year. While your nonprofit may not have a use case for every update, following these releases closely ensures you get the most out of the Salesforce platform. Fíonta can help you stay on top of these updates and provide your organization with innovative, tailored solutions that support your mission and address your unique needs and goals. Contact us today to learn more.

Discover more about Salesforce solutions for nonprofits by exploring these additional resources:

Whether you’re ready to implement Salesforce, need help maximizing your fundraising success, or want to deeply engage donors, Fíonta is here to help. Contact us today!