How to Examine the Latest Features and Capabilities of Salesforce Nonprofit Cloud in 2023 


Salesforce announced the release of the new Nonprofit Cloud; what does this mean, and what new features are included?  

The new Nonprofit Cloud update will be released on July 18th, 2023, and will include many features such as Case management, Program management, Grantmaking, and an Accounting Subledger. The Nonprofit Cloud is now built on the Salesforce platform directly, which gives nonprofits more customizability and visibility to constituents.   

Learn more about the future of Salesforce nonprofits in store right here! 

Salesforce’s Vision for Nonprofits  

Salesforce wants to put the best technology in the hands of those who can make an impact. No matter the organization’s size, it is always about more than one person working alone. Teams of people work together to help any organization achieve its goal, and it is more critical for nonprofits to have communication between team members. It is why Salesforce wants to make it easier to break down information silos within the organization and deliver on four primary goals.  

  • Deliver programs through program and case management.  
  • Grow fundraising income with data intelligence and insights.  
  • Know and expand a community with personalized experiences.  
  • And measure, learn from, and share the impact.  

With the new Nonprofit Cloud, Salesforce has innovative solutions built directly into the core of Salesforce, changing from the tactic of layering nonprofit applications on top of the platform.   

The new generation of Nonprofit Cloud has a new way to support your programs and case management, with Fundraising capabilities coming soon this year.   

What are some Features that are now available in the Cloud?  

Before the update, the Nonprofit Cloud included Sales Cloud and Service Cloud, which provided the intricate layer of functionality to manage accounts, leads, contacts, and even campaigns. The new Nonprofit Cloud includes Program Management and Case Management, focusing on fundraising, Grantmaking, engagement, and outcomes to be released in 2023. Though fundraising has yet to be included in the list of features as of the most recent release, you can rest assured that Salesforce is working diligently to ensure that fundraising features will be added soon.  

Nonprofits will now be able to take advantage of features that other Industry Clouds, such as Financial Services Cloud, Health Cloud, and Education Cloud on Salesforce, have already been able to enjoy.     

Use new features in programs, including:  

  • Action plans to define a checklist of tasks, documentation requirements, and approvals.   
  • The timeline component consolidates program activities by chronologically tracking program and benefit activities.  
  • OmniScript to schedule a workflow to offer guided interactions for program managers.  

New features across case management include:  

  • Scaling Dynamic Assessments by creating them for accounts, contacts, and cases.  
  • Harnessing guided flows to define and manage benefit schedules.   
  • Simplifying driven flows for referral intakes using OmniStudio components.  
  • Previewing Care Plan Templates and Summary to see the plan in one view.  

Salesforce helps with faster and easier access to nonprofit technology with the entire platform. The new way of innovating provides a deeper look into insights and allows you to provide your supporters with a complete view of your programs, fundraising, engagement, and outcomes.   

Life Events, Actionable Relationship Center, Accounting Subledger, and Timeline help streamline the business process. Nonprofit Cloud uses Person Accounts and Party Relationship Groups. Person Accounts allow you to record people as contacts on an account and even as accounts, and Party Relationship Groups allow you to draw connections between individuals and organizations. 

The new Nonprofit Cloud provides a more extraordinary Cross Sector Impact because it is built directly into the Salesforce platform, which makes it easier for industries like Health and Life Sciences and the Public sector to adopt. Technology facilitates collaboration with individual program participants, governments, and healthcare organizations, fostering cross-sector engagement to accomplish tasks and goals effectively.  

Grantmaking organizations also continue to play a critical role in the nonprofit sector. Grantmaking organizations need to think about how to streamline processes for everyone involved. Salesforce aims to provide flexible, efficient, and collaborative tools to solve the manual, time-consuming processes that Grantmakers faces. With the new update for Salesforce coming July 18th, Grantmakers will have:  

  • Data models to build and manage applications, budgets, funding opportunities, and awards.   
  • Portals to make it easy for grantees to complete actions in the grants management process.  
  • Preconfigured portal templates to accelerate implementation, saving time and letting Grantmakers focus less on setting up systems and more on funding initiatives.   

What does the new update mean for Nonprofits?  

If your nonprofit already uses Salesforce NPSP (Nonprofit Success Pack), you do not need to rush to update anything. The Salesforce will continue to support any features you may be using and allow you to decide whether to move to the new Nonprofit Cloud.   

As summer ’23 kicks off, nonprofits strive to deliver on mission values. At the same time, Grantmakers will look for better ways to make it easier for nonprofits to receive funding to engage and deliver on their commitments.   

Thanks to the Power of Us Program, which offers discounted Salesforce technology to educational institutions and nonprofits, Salesforce is set to deliver the latest Nonprofit Cloud updates to more than 56,000 users through the program. In most cases, Salesforce grants nonprofits the right to use their Nonprofit Success Pack or the new Nonprofit Cloud with ten user licenses.   

If your nonprofit currently has ten donated licenses of NPSP through the Power of Us program, everything will remain the same. Still, if your nonprofit wants to move to the new Nonprofit Cloud, you must work with your Salesforce account manager to drive the ten licenses to the new Cloud. If your nonprofit is pushing Salesforce as a new client applying for ten donated licenses through the Power of Us Program, Salesforce will assume you will use the new Nonprofit Cloud. If you want to avoid using the new Nonprofit Cloud, apply for the ten donated licenses through your Salesforce account manager.   

 If you do not currently use Salesforce, you can still use any available package for fundraising, program management, case management, and volunteer management. If you do not use Salesforce already, you can also become an early adopter of the new Nonprofit Cloud, especially if you want to start with and prioritize Program Management and Case Management.   

Why did Salesforce Launch the Nonprofit Cloud?  

Salesforce believes that change is driven primarily by people, but sometimes, people need the help of technology to drive that change. Salesforce’s existent nonprofit Cloud is an excellent way to consolidate all the donor data into one spot. Still, nonprofits can provide even more straightforward ways to produce and measure outcomes with the new Nonprofit Cloud. Salesforce wants to make it easy to answer all your organization’s unique needs and ensure your nonprofit grows worldwide.  

Navigating the new features of Salesforce Nonprofit to be released later this year will help your nonprofit benefit in many ways. Taking a step back and assessing your Salesforce needs can be difficult. Check out Prudent now to ensure you are maximizing your Salesforce potential and staying current on current trends and future updates. 

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