Salesforce.org’s Summer ‘22 Release Helps Nonprofits Create Meaningful Engagement with Stakeholders

Salesforce.org Elevate is in the process of being retired, and will no longer be sold as of April 3, 2023. See more information in our communication, or find one of our many partners on the AppExchange if you are searching for a digital fundraising solution.

For existing customers, Elevate will be supported through the end of existing contracts.

With summertime upon us, many nonprofit organizations are continuing to get ready for the largest giving at the end of the year. Many nonprofit organizations are continuing to create impactful connections with those invested in their mission by refocusing on key donors and strengthening existing relationships.

Today, we’re thrilled to announce the innovations in our Summer ‘22 release — all aimed to help nonprofits create meaningful engagement with stakeholders. In this release, we’re enhancing our solutions in fundraising, marketing and engagement, program management and grants management.

Key to building donor relationships is ensuring donors have easy access to key information. In our recent Trends Report, 72% of respondents say their donors expect remote access to key impact performance metrics (KPIs). Ensuring that self service and proper engagement occurs with donors is key. Enhancements across Experience Cloud for Nonprofits, Elevate, and more help ensure donors are properly connected to the mission of the organization.

Our newest enhancement in Experience Cloud for Nonprofits helps increase donor engagement and reduce staff time. Donors can self-service with new donor experience capability in Experience Cloud to look up their donation history to see all donations for a given time period, such as a tax year.

Elevate enhancements* allow organizations to raise more with tribute gifts on Giving Pages and by re-engaging lapsed donors with automated communications. We are also providing more payment options with support for the Worldpay Value Added Platform (VAP) payment gateway.

For our customers transacting in Europe, Nonprofit Cloud now works with FinDock to bring powerful CRM capabilities that your nonprofit needs to drive growth and impact. Available with powerful AI and data tools, organizations can now get started faster and more easily with these key features:

• Capture and manage trusted data across departments all on a single platform
• Use the power of AI to analyze past stakeholder behavior and make data-driven decisions
• Integrate payment data and connect your CRM to your Accounting Systems to bring more transparency across development and finance teams

As marketers continue to invest in technology, 79% of nonprofit marketers said their work will be more technology-driven after the pandemic than it was before. A key part of marketing technology includes increased process automation as part of creating a digital strategy.

Our newest enhancement in Marketing Cloud Engagement allows organizations to save even more time with enhanced automation for set up and configuration of Marketing Cloud, including modifying user page layouts, creating permission sets in CRM, and creating subscriber attributes.

As grantmakers continue investing in their communities, getting feedback from all decision makers and having a holistic view of feedback is important, as over 30% of nonprofits report grants as a major revenue stream contributor.

Our newest innovation in grants management accelerates funding decisions by easily gathering input from external stakeholders. With the External Reviews, grants managers speed up decision making on funding requests by making it easy for external stakeholders to review and provide feedback on applications.

New innovations in Grants Management accelerates funding decisions

Programs remain at the heart of an organization, and many programs teams have had to pivot how they manage programs virtually. In our last nonprofit trends report, 36% of respondents said delivery of remote, virtual, and adapted programs was a major issue they’ve faced over the past year, so easily setting up technology solutions is important.

Our newest innovation for Program Management Module and Nonprofit Cloud Case Management is Guidance Centers for Admins. Admins can now get up and running faster with easy-to-use guides. Admins get onboarding support with step-by-step instructions and resources to set up their organization quickly and easily.

*Salesforce.org Elevate is available to United States-based customers transacting in U.S. dollars. Customers outside of the U.S. have the power of the Salesforce ecosystem.

About the Author

David Ragones