Supercharge your fundraising with autonomous AI agents within the Salesforce ecosystem
Start Your Salesforce AI Journey TodaySalesforce Agentforce represents the cutting edge of autonomous AI technology for nonprofits. With the Atlas Reasoning Engine, built-in guardrails, and seamless Nonprofit Cloud integration, you can build AI fundraising agents that understand context, reason through decisions, and autonomously execute tasks across your entire fundraising ecosystem.
Our Salesforce AI agents leverage the power of Agentforce's autonomous capabilities, Atlas Reasoning Engine, and seamless Nonprofit Cloud integration to solve real fundraising challenges while providing enterprise-grade security and scalability. Start with one agent to prove the concept, then expand based on your success.
Get started with autonomous AI the right way within your Salesforce environment. Our comprehensive package includes:
Limited availability for 2025. Start your autonomous AI journey with confidence within the Salesforce ecosystem.
Salesforce Agentforce combines autonomous AI agents with the trusted Salesforce platform, specifically designed for nonprofit fundraising through Nonprofit Cloud. Our AI fundraising agents leverage this powerful technology to deliver unprecedented capabilities for donor management, volunteer engagement, and program delivery.
Our Salesforce AI fundraising agents combine the power of Agentforce's autonomous capabilities, Atlas Reasoning Engine, and seamless Nonprofit Cloud integration to deliver enterprise-grade AI solutions that scale with your organization's growth while maintaining the security and compliance requirements essential for nonprofit operations.
Donor Reactivation Predictor
Are you wasting time and resources trying to reactivate all lapsed donors without knowing who's most likely to give again?
Use Salesforce Agentforce's Atlas Reasoning Engine to inspect your lapsed donor data and identify patterns among those who have successfully reactivated. Built with autonomous AI and integrated with Nonprofit Cloud, this agent seamlessly analyzes your donor data while providing insights directly in familiar Salesforce interfaces.
Donor Persona Builder
Are your donor segments feeling flat and lifeless, failing to capture the real people behind the data?
Transform your donor data into dynamic, actionable personas using Salesforce Agentforce's autonomous AI capabilities. Powered by the Atlas Reasoning Engine, this agent creates rich persona profiles that automatically populate in Nonprofit Cloud dashboards, while leveraging advanced reasoning to identify meaningful patterns across your entire donor ecosystem.
Donor Segmentation Enhancer
Are your traditional donor segments missing important behavioral patterns that could improve your targeting?
Use Salesforce Agentforce's autonomous AI-powered insights to analyze your entire donor data across Nonprofit Cloud, uncovering nuanced patterns and refining traditional segments with behavioral and engagement insights. Results automatically sync with your Salesforce applications, enabling instant segmentation and targeted communications.
Email Appeal Optimizer
Are your email appeals falling flat, with declining response rates?
Analyze email appeal results using Salesforce Agentforce's autonomous AI integration with Marketing Cloud analytics. This agent leverages the Atlas Reasoning Engine to improve campaign performance by optimizing content production, refining audience targeting through seamless integration with your Nonprofit Cloud contact database, and recommending optimal timing based on your organization's historical patterns.
Social Donor Journey Mapper
Are you struggling to convert social media engagement into actual donations?
Built on Salesforce Agentforce's autonomous AI and integrated with Nonprofit Cloud, this agent connects social media insights with your donor database using advanced reasoning capabilities. The autonomous AI identifies patterns in supporter behavior while maintaining complete integration with your Salesforce ecosystem for comprehensive funnel analysis.
Landing Page Personalizer
Is your one-size-fits-all donation page failing to resonate with different types of supporters?
Optimize your donation page content using Salesforce Agentforce's autonomous AI capabilities powered by the Atlas Reasoning Engine. This agent analyzes visitor behavior and automatically generates personalized content recommendations that integrate with your Salesforce ecosystem, while connecting donation data directly to your Nonprofit Cloud for real-time performance tracking.
Event ROI Optimizer
Are you unsure which elements of your events really drive fundraising success?
Analyzes historical event data using Salesforce Agentforce's autonomous AI advanced analytics, pulling information from Nonprofit Cloud records and volunteer management data. The Atlas Reasoning Engine identifies success patterns while automatically generating actionable insights in Salesforce dashboards, streamlining your event planning process within the familiar Salesforce environment.
Supporter Services ChatBot
Is your team overwhelmed with routine donor questions, especially during office hours?
Enhances donor service with a Salesforce Agentforce-powered autonomous chatbot that integrates seamlessly with your organization's Nonprofit Cloud. The AI assistant accesses donor information from Salesforce records, pulls FAQ content from Knowledge articles, and can escalate conversations directly to staff through Salesforce Service Cloud, providing 24/7 support while maintaining full integration with your existing Salesforce workflows.
Tailored Salesforce AI Agent
What are your top fundraising challenges?
We'll develop a custom AI agent using Salesforce Agentforce's autonomous capabilities specifically for your organization's unique needs. By building within the Salesforce ecosystem, your custom solution will seamlessly integrate with your existing Nonprofit Cloud applications, automatically sync data across platforms, and provide insights through familiar Salesforce interfaces. Whether you need deeper donor insights, volunteer management optimization, or innovative engagement strategies, we'll create a targeted solution that maximizes your Salesforce investment:
An AI-powered web tool or dashboard providing content services, data insights, and expert recommendations, built on Salesforce Agentforce and integrated with your Nonprofit Cloud environment.
Additional AI-powered features such as live data feeds, predictive modeling, task automation, document processing, custom content generation or reporting, all leveraging Salesforce Agentforce's autonomous capabilities and Atlas Reasoning Engine. Great for boosting fundraising team productivity within the Salesforce ecosystem.
Complex AI Agent combining multi-channel, multi-system data automation, large-scale data or document processing, predictive modeling, customized content workflows, user authentication, and/or data systems integrations, all built on Salesforce Agentforce and Nonprofit Cloud. Suitable for scaling up autonomous AI solutions for your organization within the Salesforce ecosystem.
Having established practices for using AI is an essential element to develop along with your emerging AI toolsets and practices. Our Salesforce AI Pilot Package includes a comprehensive AI Policy & Practices Review to help you create a framework for responsible AI use that aligns with your organization's values and compliance requirements, specifically tailored for Salesforce Agentforce integration. This includes guidelines for data privacy, ethical AI usage, and clear protocols for human oversight within the Salesforce ecosystem.
We take data security seriously in all our Salesforce AI agents. Each agent follows strict data governance protocols, including data anonymization and privacy compliance standards, all built on Salesforce's secure-by-design infrastructure. Our Salesforce AI Pilot Package includes a thorough Risk Assessment & Mitigation Plan to ensure all data handling meets your organization's security requirements and industry regulations within the Salesforce environment.
All Salesforce AI agents include human oversight and validation processes. AI Agents work within your existing content review and approval controls - nothing goes live without your team's explicit approval. Our Best Practices Implementation Guide ensures you have the right safeguards in place, including content approval workflows, performance monitoring, and error detection systems, all integrated with your Salesforce environment. Your team maintains control and can adjust or override any AI suggestions that don't align with your fundraising strategy.
No specialized technical expertise is required. Our Salesforce AI Pilot Package includes comprehensive Team Training & Support to ensure your team can effectively use the Salesforce AI tools while focusing on what they do best – building donor relationships. We provide user-friendly interfaces, intuitive dashboards, and ongoing support to make AI adoption smooth and successful within the familiar Salesforce environment.
No – AI is designed to enhance, not replace, your fundraising team. These Salesforce AI agents help automate routine tasks and provide insights, freeing up your staff to focus on building meaningful donor relationships and strategic activities that require human touch. Our Salesforce AI Pilot Package ensures your team is properly trained to leverage Salesforce's autonomous AI as a powerful tool for their success within the Salesforce ecosystem.
ROI varies by agent type and organization, but we focus on measurable outcomes. Each Salesforce AI agent includes clear success metrics and benchmarks, with reporting through familiar Salesforce tools like dashboards and reports. Our Salesforce AI Pilot Package helps you select the right agent for your specific needs and includes a detailed implementation roadmap to ensure you achieve your desired outcomes within the Salesforce ecosystem.
Most organizations see initial results within 4-6 weeks, with full optimization by week 8-16. Our Salesforce AI Pilot Package includes a phased implementation approach, starting with quick wins that demonstrate immediate value within your Salesforce environment. We provide regular progress updates and performance metrics throughout the process, all accessible through your Salesforce applications.
Our Salesforce AI Pilot Package includes a detailed assessment of your current fundraising challenges and goals, with specific consideration for your Salesforce Nonprofit Cloud environment and existing workflows. Based on your priorities, budget, and readiness, we'll recommend the most suitable Salesforce AI agent program and help you implement it effectively. We can also customize agents to address your specific needs and circumstances while maximizing your existing Salesforce investment.
No – our Salesforce AI Pilot Package is designed to integrate smoothly with your existing Salesforce operations. We start with a single workflow or process, allowing you to test and validate the Salesforce AI solution in a controlled environment. The package includes a comprehensive implementation plan that minimizes disruption while maximizing results, all within your familiar Salesforce ecosystem.
Our Salesforce AI Pilot Package includes comprehensive support throughout the entire process, with specific expertise in Salesforce Agentforce, Nonprofit Cloud, and autonomous AI integration. You'll receive regular check-ins, technical support, and training for your team. We provide documentation, best practices, and hands-on guidance to ensure your team can effectively use and evaluate the Salesforce AI tools. Our support continues well beyond the initial implementation to ensure your long-term success within the Salesforce ecosystem.
Yes! AI Fundraising Agents can be integrated with your Salesforce Nonprofit Cloud environment, including Agentforce autonomous AI capabilities. This allows your team to leverage AI-powered tools directly within familiar Salesforce applications like donor management, volunteer coordination, and program tracking, as well as automate workflows and enhance productivity with Agentforce's autonomous capabilities.
Absolutely. AI Fundraising Agents can be securely configured to connect to your Salesforce Nonprofit Cloud data, donor records, volunteer information, and program data. All integrations follow strict security and compliance protocols, ensuring that your data remains protected while enabling AI-powered donor management, search, and automation within your Salesforce ecosystem.
Salesforce Agentforce is a powerful autonomous AI platform that combines the Atlas Reasoning Engine, built-in guardrails, and enterprise-grade security to provide comprehensive AI capabilities. For nonprofit fundraising, it offers autonomous task execution, advanced reasoning for complex donor decisions, seamless integration with Nonprofit Cloud, and custom AI agents that can automate complex fundraising workflows and multi-step processes while maintaining compliance and security.
Our Salesforce AI Agents are designed to enhance your existing Nonprofit Cloud workflows rather than replace them. They can automatically pull data from donor records, analyze volunteer information, generate insights in Salesforce dashboards, and trigger actions in Service Cloud and Marketing Cloud. The integration is seamless, allowing your team to continue using familiar Salesforce applications while gaining powerful autonomous AI capabilities.
