Taking Your Salesforce Further: New Possibilities for Your Synagogue
How Agentforce for Nonprofits helps synagogues already on Salesforce close gaps in membership tracking, event registration, and High Holy Day seating.
We’ve kicked off our Modern Synagogue webinar series with a session built specifically for congregations that have already made the move to Salesforce. If you missed it, or want a refresher on what Jordan Berger, our VP of Delivery, walked through, this recap covers the highlights.
The gap between migrating and maximizing
Getting onto Salesforce is a real achievement, and any congregation that has made that move should feel good about it. However, reaching that milestone with Salesforce for synagogues is just the beginning, and the real opportunity is in everything that becomes possible from there. Even after a successful move, three gaps tend to linger. Membership and giving information often still gets reconciled by hand in spreadsheets. Lifecycle moments like B’nai Mitzvah dates and yahrzeits fall outside the system, requiring staff to check separate calendars or logs. And member portals, when they exist, frequently go unused because younger families do not find them intuitive.
Agentforce for Nonprofits, the platform formerly known as Nonprofit Cloud, is designed to close exactly these gaps for organizations already on Salesforce. It is not a separate purchase or a bolt-on system. It works with the Salesforce licenses congregations already hold, whether that is Sales Cloud, Nonprofit Success Pack, or Nonprofit Cloud itself.
Watch the Webinar
Timeline
0:00 Welcome and introductions
2:00 The three gaps that remain after a Salesforce migration
6:30 What Agentforce for Nonprofits adds for congregations already on the platform
11:00 Live demo begins: member portal, dues, and year-end statements
17:30 Event registration, waitlists, and one-click waitlist promotion
19:00 Back office synagogue console and reporting
20:30 High Holy Day seating by household
28:00 Live Q&A: payment processors, guest registration, refunds, self-maintenance, and branding
A demo based on real-life needs
Rather than talking through slides, Jordan spent most of the hour live in a demo environment built around a fictional synagogue called Beth Or. He introduced Sarah Goldstein Levy, a fictional congregant, and walked through her experience alongside the view from behind the front desk.
On the member side, Sarah’s portal home page brought together the details a family actually checks day-to-day: Shabbat times, her children’s Hebrew school standing, her giving history, and her father’s yahrzeit date, all in one place. She pulled up a fully itemized, tax-deductible year-end statement and downloaded it as a PDF from her phone, something Jordan pointed out often happens late on December 31st with no office involved at all. From there, staff can see exactly when a household viewed or downloaded its statement, which removes the guesswork when someone calls in March asking where theirs went.
Event registration got equal attention. Sarah registered her household for a ticketed Sukkot event, adjusted ticket levels for her children, and joined a waitlist for a sold-out gala without being asked for payment up front. On the back end, Jordan then showed how staff can cancel a family’s registration and promote an entire waitlisted household to confirmed seats in a single click, with revenue and seat counts updating automatically. For any office that has spent the High Holy Days season calling down a waitlist and reading card numbers over the phone, this was one of the moments that landed most clearly with attendees.
The High Holy Day seating console rounded out the demo. Seats are managed by household rather than by individual, which matches how most synagogue offices already think about the sanctuary. Jordan released and reassigned seats for the Goldstein Levy family in real time, then switched back to the portal to show the same seat assignments appearing instantly on Sarah’s side, along with the option to pay online whenever she was ready.
What attendees wanted to know
The Question & Answer portion covered a lot of practical ground. Payment processing works through a bring your own gateway model, most commonly Authorize.net or Stripe. Guest registration for non-members is possible and configurable at the individual event level. Refund policies for canceled attendance can be set up either automatically or to require manual review. And congregations that want full control can maintain much of this themselves, since the components are built on standard, editable Salesforce records. Larger functional changes typically involve working with Fíonta, but day-to-day upkeep does not require it.
One attendee also asked about branding, and Jordan confirmed that everything shown, including Hebrew and English translations, is fully adaptable to a congregation’s own visual identity.
What’s next
This was the first session in the Modern Synagogue series. Our next webinars will demonstrate family lifecycle tracking and a closer look at the synagogue console itself. Keep an eye out for registration details, and if you attended and have follow-up questions, we are always happy to talk through what a setup like this could look like for your congregation.
For more information, please fill out our contact form, and you’ll hear from us shortly.