Innovation for Nonprofits: Salesforce for Nonprofits Roadmap
Trust us to help you fund, deliver, and measure your impact. Hear about the innovation coming out of Salesforce for Nonprofits across programs, case management, grants, fundraising, and outcomes.
Important: This session is first come, first seated. You do not have a reserved seat.
, Senior Director, Industry Solutions and Strategy, Salesforce
, Senior Product Manager, Salesforce
, Director, Product Management, Salesforce
, Senior Product Manager, Salesforce
, VP, Nonprofit Solutions AMER, Salesforce
Role: Administrator, IT
Industry: Nonprofit
Product: Agentforce Nonprofit
Session Level: Beginner
Session Type: Breakout
Wednesday, Sep 1812:45 PM - 1:30 PM PDT
(7:45 PM - 8:30 PM GMT)
Moscone South, LL, Content Pavilion, Stage 2
Thursday, Sep 192:00 PM - 2:45 PM PDT
(9:00 PM - 9:45 PM GMT)
Moscone South, LL, Content Pavilion, Stage 2
Session Summary by Einstein: The recent Salesforce conference showcased a plethora of updates and future plans for various Salesforce products, emphasizing the role of AI in enhancing nonprofit operations. Nonprofit Cloud is set to receive significant enhancements, particularly in outcome management, grantmaking, and volunteer engagement, with a strong focus on simplifying workflows, streamlining case management, and leveraging Einstein AI for generative content and data summarization. The upcoming releases are informed by community feedback and the Idea Exchange, with a notable release coming in October, which includes six new features going into open beta. Furthermore, the integration of Tableau Einstein will provide rich, actionable insights through out-of-the-box fundraising dashboards, enabling users to drill down into their data seamlessly within their workflows.
Key Takeaways by Einstein:
• Nonprofit Cloud will enhance the management of volunteer programs, allowing organizations to track projects, shifts, and volunteer engagement efficiently.
• Einstein AI will be instrumental in reducing manual tasks for caseworkers and grant reviewers, offering summaries and insights to aid in decision-making processes.
• Community feedback and the Idea Exchange play a crucial role in shaping the roadmap for Salesforce products, ensuring they meet the real-world needs of nonprofit organizations.
With sessions and hands-on activities led by product experts, visionaries, and fellow Trailblazers, Dreamforce offers a deep dive into the latest in CRM + AI + Data + Trust.
Merlinda Lu
Salesforce Developer, IBM
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