Donations power nonprofits. America on Tech, with Accenture’s support, built an agent on Agentforce and Tableau Next to streamline impact reporting and grow future tech leaders.
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Transform Fundraising with Agentforce Tableau
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, Managing Director - AI, Accenture
, National Director of Strategy, America on Tech
Role: Executive, Sales
Industry: Nonprofit, Public Sector
Product: Tableau, Agentforce
Topic: Agentic Analytics
Session Level: Intermediate
Session Type: Theater
Session Summary: This session highlighted the transformative journey of a nonprofit organization leveraging Salesforce and Tableau innovations to streamline their grant reporting and fundraising processes. By participating in Salesforce's Agent for Impact program, the nonprofit implemented Tableau and its analytics agent to consolidate data from multiple sources, reducing reporting time from days to hours and saving staff 20% of their time. The project, completed in just ten weeks, involved building a semantic model to enable the agent to efficiently process and deliver critical insights for grant reporting, freeing up staff to focus on higher-impact work. Future plans include expanding the use of AI agents for processes like student admissions, demonstrating how nonprofits can adopt cutting-edge technology to enhance operational efficiency and inspire the next generation of technology leaders in AI and STEM fields.
Key Takeaways:
• The implementation of Tableau and its analytics agent reduced grant reporting time from days to hours, saving 20% of staff time for strategic activities like fundraising and data analysis.
• The project was completed in ten weeks, leveraging the semantic model to define business rules and enable the agent to operate independently and deliver meaningful insights.
• The nonprofit plans to expand the use of AI agents to other areas like admissions, showcasing how AI technology can drive efficiency and innovation in nonprofit operations while providing students with real-world AI applications.
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