
Agentforce for Nonprofits
Connect to your stakeholders in a whole new way with Agentforce. Streamline mission operations, enhance donor engagement, personalize marketing touch points, and optimize program management.
Connect to your stakeholders in a whole new way with Agentforce. Streamline mission operations, enhance donor engagement, personalize marketing touch points, and optimize program management.
Nonprofits are often asked to do the job of many with limited resources and capacity. With Agentforce for Nonprofits, AI agents are an extra pair of hands. It's an agentic AI solution that offers continuous support to staff or the people you serve at a scale never before possible allowing you to focus on the work that matters most.
Agentforce empowers grant makers, marketers, fundraisers, and operations teams to be more efficient and frees staff to focus on mission-critical work so they can serve more people effectively.
With deep nonprofit expertise, agents are built to support the specific jobs-to-be-done across your organization so every staff member can do more with less.
Agentforce contextualizes both structured data (like in your CRM) and unstructured data (like text documents or grant applications) so agents can help make the right recommendations faster.
Choose between pre-built actions tailored to nonprofit personas and requirements, surfaced through nonprofit solutions or build your own custom actions based on your specific needs.
Salesforce for Nonprofits is built on a deeply unified platform that easily integrates with other external systems and third-party apps to connect stakeholder, income, and impact data for more efficient operations.
Increase fundraisers success with the help of prospect research. Determine wealth capacity, philanthropic interests, upcoming wealth transfers, and more philanthropic insights - all with Agentforce.
Make prospect research easier and deliver more, successful major gifts.
Handle any operational need
With Agentforce, you can quickly create any agent from scratch using a wealth of industry data, processes, and functionality.
AI pre-built for your nonprofit
Build your Agents with pre-built skills for nonprofits without having to build everything from scratch.
Low code tools for quick customization
Build, test and innovate on custom agents with clicks not code and implement swiftly.
Built-in data security
Benefit from the Einstein Trust Layer for data privacy and security along with industry specific regulatory compliance.
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AI agents for nonprofits are software solutions designed to perform tasks that typically require human intelligence and presence, freeing up staff for mission-critical work. These agents can support staff with data analysis, donor management, and communication, helping organizations to operate more efficiently and effectively. By leveraging AI, nonprofits can make better-informed decisions, personalize interactions with supporters, and scale their impact without significantly increasing their operational costs. This technology enables them to focus more on their mission and less on administrative burdens.
Agentic AI for nonprofits are advanced AI systems that can act autonomously to achieve specific goals. These agents are designed to take initiative, make decisions, and perform tasks with minimal human intervention. They can manage donor relationships, analyze data for insights, and even develop strategies for fundraising and outreach. By empowering nonprofits with agentic AI, organizations can enhance their operational efficiency, improve decision-making, and better serve their communities, all while streamlining the workload on staff.
The benefits of AI agents for nonprofits include increased efficiency, improved data analysis, and enhanced donor engagement. AI can automate repetitive tasks, freeing staff to focus on mission-critical activities. It can also provide valuable insights through data analytics, helping organizations make informed decisions. AI agents work alongside staff to intelligently respond to stakeholder needs with 24/7 support, which means stakeholder questions and requests can be addressed quickly. When needed, agents can refer cases to the right team member to deal with. AI agents can scale your team with a virtual workforce of digital agents, thus freeing staff to focus on the most important tasks and allowing nonprofits to maximize their impact and reach more people in need.
The applications of agentic AI for nonprofits include streamlining mission operations, enhancing donor engagement, personalizing marketing touch points, and optimizing program management. AI can increase fundraising success by automating prospect research to identify wealth capacity, philanthropic interests, and upcoming wealth transfers. AI agents can help case managers with manually intensive record-keeping tasks, freeing them up to focus on higher-value work and spend more time with clients. Additionally, AI agents can be quickly built and customized for various operational needs using pre-built templates and industry data.
Agentforce for Nonprofits is an agentic AI solution that supports nonprofit staff and their beneficiaries by streamlining mission operations, enhancing donor engagement, and personalizing marketing. It automates prospect research, helping fundraisers track wealth indicators and philanthropic events, and redirects their time to more impactful activities. The solution integrates with Nonprofit Cloud and the entire Salesforce for Nonprofits suite, connecting stakeholder, income, and impact data to improve operational efficiency. It includes pre-built skills and actions tailored to roles like grantmakers, grantmaking, program and fundraising teams, and can be customized to meet specific organizational needs.
Agentforce for Nonprofits increases staff productivity and satisfaction by automating donor research, enhances donor satisfaction through accurate and timely information, and improves stakeholder engagement with efficient support. It reduces administrative burden on staff, enabling them to make decisions more efficiently thanks to a single view of necessary data. Most importantly, it makes it easier for different teams or individuals within a nonprofit to work together seamlessly with that data. It also provides a dashboard for key business insights, enabling informed decision-making and program optimization.
Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.