Temple Sinai of Atlanta
How TSA Modernized Operations and Member Engagement
Temple Sinai is a large Reform congregation in Atlanta with a preschool, a religious school, a summer camp, lifecycle events, and a full calendar of Shabbat and holiday programming. The operations side was handling tuition variations, discount logic, dues recommendations based on giving history, yahrzeit tracking, plaque management, and payment plans across multiple commitments.
The organization had outgrown ShulCloud. Staff needed the ability to add fields, build custom reports, and adjust workflows as programs evolved, capabilities the platform wasn’t built to provide. The website called for a fresher, more vibrant look that better reflected the community, and members were looking for a more intuitive portal experience. It was time for a solution that could keep pace with their growth.
The business problem was straightforward. Too many hours were going into admin, leadership had limited visibility into members and giving, and the digital front door was actively working against the brand.
Challenges
- Outgrown ShulCloud; no ability to add fields, custom reports, or adjust workflows
- Complex program registration logic across preschool, religious school, and camp
- Dues recommendations based on giving history rather than a standard schedule
- Lifecycle tracking (yahrzeits, Hebrew dates, B’nei Mitzvah, plaques) managed in side spreadsheets
- Limited leadership visibility into members and giving
- Website felt disconnected from the brand and offered a poor member portal experience
- Manual financial exports and imports between Salesforce and QuickBooks
- Out-of-the-box sync solutions didn’t match Temple Sinai’s cash-based accounting practices
- Dual data entry between the website and back-end systems
Solutions
- Migrated to Agentforce for Nonprofits with a data model built around programs, members, and giving
- Built program registration forms with eligibility, discount, capacity, and scheduling logic enforced by the system
- Configured membership renewals to suggest dues based on prior-year giving, with flexible payment splitting
- Automated lifecycle tracking with clergy reminders for yahrzeits, Hebrew dates, and milestone events
- Deployed an Experience Cloud member portal for registrations, payments, directory, and profile management
- Rebuilt the public site on WordPress with Pantheon hosting, using a modular Gutenberg block system for non-technical staff
- Configured the Nonprofit Cloud Accounting Subledger with custom journal logic covering payments, refunds, credits, and multi-line entries
- Built an n8n integration to push transaction journals directly into QuickBooks, mapped to the correct ledger accounts
- Enrolled Temple Sinai in Accent managed services for ongoing admin, integration monitoring, and release management
Project Summary
Temple Sinai Atlanta moved off ShulCloud onto Agentforce for Nonprofits (previously known as Salesforce Nonprofit Cloud), rebuilt its website on WordPress, and pioneered the new Salesforce Accounting Subledger with customization to meet its business-specific needs, as well as a direct integration to QuickBooks Online.
Outcomes
Staff spend less time on registrations, reconciliation, and fielding member calls. Preschool, religious school, and camp registrations happen online, with tuition and eligibility handled automatically. Everyone works from one complete picture of each household, covering lifecycle history, financials, and engagement. The books stay current because QuickBooks pulls directly from Salesforce. Yahrzeits, Hebrew dates, and milestones get tracked without side spreadsheets. Outreach reaches the right members with the right message. And the website and portal finally feel like Temple Sinai. Post-launch, the team is tracking adoption, engagement, and membership trends, with Accent in their corner for every next step.