Salesforce’s Nonprofit Success Pack (NPSP) still works, but how much more do you want to invest in a platform that’s no longer evolving?
Since 2023, Salesforce’s new nonprofit features, including AI agents for donor engagement and participant management, have gone to Nonprofit Cloud. And at Dreamforce, Salesforce reiterated that NPSP is end of innovation.
Whether you stay or move, and when, is up to you. But a Nonprofit Cloud migration takes months, and it’s much easier to do on your own schedule than in a rush after NPSP falls short on something you need.
01Plan your move from NPSP to Nonprofit Cloud
An NPSP to Nonprofit Cloud migration goes more smoothly when you know what you’re working with before it starts. In this session, we show how the data model changes and what that means for the rest of your org. Then we go through the preparation, step by step, using a sample nonprofit to show what each part of the work looks like.
02You’ll leave this session with
A clear picture of where NPSP stands and what “end-of-innovation” means for your organization
A side-by-side comparison of how households, constituent records, and gifts change in a Nonprofit Cloud migration
A practical approach to deciding what data is worth bringing over
An understanding of how your day-to-day processes and connected systems fit into the move
A pre-migration checklist and the tools you need to complete it with your team later
03Already on Agentforce Nonprofit?
This checklist doubles as a way to review how your migration went and find what still needs attention.
04Meet the experts
Jade KeenanSenior Salesforce ConsultantfusionSpanfusionSpan
Adi BuzovSenior ConsultantfusionSpanfusionSpan