Salesforce Nonprofit Success Pack vs. Agentforce Nonprofit (Nonprofit Cloud)

What is Agentforce Nonprofit?

Agentforce Nonprofit (formerly Nonprofit Cloud) is Salesforce’s newest offering for nonprofits, featuring purpose-built functionality to streamline fundraising, volunteering, program management and more. Before Agentforce Nonprofit, many nonprofits leveraged Salesforce Nonprofit Success Pack (NPSP) to access industry-specific features with Salesforce. Unlike NPSP, Agentforce Nonprofit is built on the core Salesforce platform, enabling nonprofits to leverage artificial intelligence capabilities and common industry components more effectively. Currently, Salesforce has no plans to sunset NPSP; however, nonprofits will see more innovations and feature releases for Agentforce Nonprofit.

What is the difference between NPSP and Agentforce Nonprofit?

The side-by-side comparison below can help your nonprofit assess core functionality between the Salesforce offerings.

Agentforce Nonprofit brings together all aspects of an organization's work. In addition to the features above, Agentforce Nonprofit can also support case management and grantmaking.

Considering Salesforce Agentforce Nonprofit?

Your organization should consider many factors when choosing which tool to implement or determining when to migrate to a new platform. First, identify the symptoms or signs your organization may be experiencing that indicate the current technology is not supporting your workflow. Signs you might be ready to make the move to Agentforce Nonprofit include:

• You get frequent errors, such as bulk processing errors from rollups. You have years of patchwork fixes and legacy configuration to maintain, but you may not understand what everything does or how to maintain it.
• New programs or departments need to be added to your customer relationship management (CRM) system.
• Your tech stack has too many applications, with potentially duplicative tools. Data is disjointed, and you struggle to get everything to play nicely together.
• Your users are regularly asking for new functionality that you need to use third-party applications to achieve, need to build entirely from scratch or simply can’t implement.
• You have a growing appetite for AI at your organization.

Preparing for your Agentforce Nonprofit implementation

Achieving a successful Agentforce Nonprofit implementation requires a proactive strategy and trusted support. Key elements include:

1.  Plan

Implementing a new CRM is a large undertaking and requires buy-in across your teams and stakeholders. Start preparing your teams now and foster an appetite for change to ease the transition.

2.  Choose the right advisor

Choosing the right advisor is a critical success factor to support your implementation. Engage your implementation advisor early. Selecting a leader in the Salesforce ecosystem with deep experience implementing Agentforce Nonprofit, NPSP, Marketing Cloud and related products across case management, fundraising, grantmaking and more will give you critical insight and a head start toward a successful implementation.

3.  Prepare

While you prepare your people, you can also take practical steps to prepare your systems and processes for a successful CRM implementation. Build a data governance practice if you don’t already have one, and make sure your processes are documented. If you have messy data, start cleansing it and establish validations to prevent erosion of your data hygiene.

The takeaway

While a move from NPSP to Agentforce Nonprofit may be easier than moving to an entirely new system, it still requires a new implementation and comes with changes to your data model. However, you can take steps to prepare your NPSP instance for a smoother transition to Agentforce Nonprofit. With effective planning, support and preparation, your organization can be confident in your tool selection and transition strategy. 

To take a deeper dive into Agentforce Nonprofit and take more actionable steps to get started, read our Agentforce Nonprofit Migration Guide.

The RSM team has significant experience with Salesforce Agentforce Nonprofit implementations and understands the unique needs of nonprofit organizations. Our advisors will be there for you every step of the way—from change management to implementation and ongoing support. Contact us today to learn how you can best prepare for your implementation.