How Should a Charity Prepare for a Salesforce Data Migration?
Moving to Salesforce gives a charity an opportunity to improve how it manages supporters, fundraising, volunteering and services. But the success of the project depends heavily on what happens before any records are transferred. Many charities have spent years building up information across fundraising databases, spreadsheets, website forms and other systems. Some of that information […]
How Can a Charity Improve the Quality of Its Salesforce Data?
A charity’s Salesforce data should help its teams understand supporters, manage fundraising, coordinate services and make informed decisions. When that information is unreliable, even straightforward tasks become difficult. A supporter might appear three times in the database. A donation could be associated with the wrong record. Communication preferences may be inconsistent, while important information remains […]
How Can Charities Use Agentforce Safely and Responsibly?
Artificial intelligence is creating new opportunities for charities to reduce administration, support employees and improve how they respond to supporters. A fundraising team might spend hours answering routine enquiries. A volunteer coordinator may regularly search for information across different systems. Employees delivering services may need quicker access to approved procedures and guidance. Salesforce Agentforce offers […]
Can Salesforce Help Charities Manage Gift Aid?
Gift Aid is an important source of additional income for UK charities, but managing it accurately can involve more administration than many organisations expect. A donation may arrive through a website, fundraising platform, direct debit or event. The charity then needs to know who made it, whether the donation qualifies for Gift Aid, whether a […]
How Can Charities Automate the Supporter Journey?
A supporter makes their first donation to a charity. They receive a confirmation from the payment provider, but the fundraising team does not see the donation until someone updates a spreadsheet. A week later, the supporter receives a generic appeal that makes no reference to their recent gift. Nothing has necessarily gone wrong with the […]
What Is Volunteer Management and How Can Charities Improve It?
Good volunteer management is not simply about finding enough people to fill a rota. It covers the complete relationship between a charity and the people giving their time to support it. That begins before someone formally becomes a volunteer. It includes recruitment, applications, appropriate checks, onboarding, training, role matching, communication, scheduling, recognition and ongoing engagement. […]
How Can Animal Charities Connect Supporters, Volunteers and Services?
Animal charities rarely have just one type of relationship to manage. There are donors and regular supporters. Volunteers give their time. Foster carers may provide temporary homes. People enquire about adoption or rehoming. Fundraising teams run appeals and events. Operational teams coordinate services and animal-welfare activity. The challenge comes when each of those relationships is […]
How Do You Integrate a Charity Website and Donation Platform with Salesforce?
A charity website can generate enquiries, event registrations and donations every day, but the real operational value comes when that information reaches the right supporter record and the right team without somebody manually copying it between systems. A properly designed Salesforce integration can connect website forms and donation platforms with the CRM so that supporter […]
Are Salesforce’s Free Nonprofit Licences Really Free?
Yes, eligible charities can receive donated Salesforce licences through the Power of Us Programme. But a free software licence and a free Salesforce implementation are two very different things. As of October 2026, Salesforce states that eligible nonprofit organisations can receive 10 donated licences through its Power of Us Programme. Approved organisations can choose either […]
How Can Charities Use Salesforce to Measure and Report Their Impact?
Charities are expected to explain more than what they did. Trustees, funders, partners and supporters increasingly need to understand what changed as a result. That distinction matters. Recording that a programme delivered 500 sessions tells you about activity. It does not, by itself, demonstrate whether those sessions achieved the outcomes the programme was created to […]