Salesforce Spring '23 Release: What's New for Nonprofits?

For nonprofits, the impact they make across and beyond their organizations matters the most. With the same thought, Salesforce came up with some innovations for nonprofits with its Spring ‘23 release, enabling features that will maximize efficiency and impact for the organization.?

Going through the release notes, I found that Salesforce innovated operations for nonprofits by enhancing solutions in two aspects:

• Fundraising
• Program Management.?

Fundraising Solutions: The Key to Fund Impact and Build Relationships

It’s the funds that keep a nonprofit organization going.?

Going through the recent Nonprofit Trends Reports, I discovered that fundraising is the #1 priority for nonprofits; still, they aren’t satisfied with the reporting tools they’ve been using and only 53% of nonprofits reported have a strong relationship with donors.

The numbers are descriptive enough, indicating that a change is needed to enhance fundraising solutions.

To improve this, Salesforce released new features in the fundraising solution. The capabilities include Tableau Accelerators that will help in measuring performance. Besides this, there are a few enhancements in recurring gift management and gift entry features.?

Earlier, nonprofits were able to use the existing Fundraising Accelerators for powerful insights and analytics. But that was only possible if they were using The Nonprofit Success Pack (NPSP). But with the new Fundraising and Marketing KPI Accelerator, nonprofits would be able to unlock more KPIs.?

This could be done by exporting data into a spreadsheet that will further calculate metrics. When this data is further connected to Tableau, nonprofits would be able to gain insights using the additional Donation and Campaign metrics and charts.

• Recurring Gift Management: The enhancements will enable nonprofits to know if any transaction fails. This helps to enable fundraisers to safeguard their recurring gift revenue donors. The failed donations would be flagged on the donation record, enabling teams to set alerts and run reports to contact donors if the payment processing fails.

• Gift Entry: The enhancements will enable nonprofits to manage their gift operations more efficiently. Teams can now work on online recurring donations from Gift Entry (US only). This will help the team to save time spent on all that toggling between apps.?

Project Management Solutions: Improved Collaboration to Make Change

Working remotely is the new trend followed by different industries.

46% of nonprofits are quite happy with being able to collaborate and work remotely.?

This is the reason many program teams have already opted to pivot either program management virtually. Salesforce has enabled them to be more efficient with collecting information, even when working remotely.?

With the release, Salesforce innovated program management solutions like Program Management Module for Mobile, enabling nonprofit organizations to run and manage their programs from the field.?

Nonprofits can now access the Program Management Module on the Salesforce app, enabling teams to access and update information and collect attendance when on the field. This will help nonprofit organizations of different sizes to enhance efficiency and impact.?

Innovate Your Nonprofit Operations with Salesforce

Just like every other release, Salesforce Spring ‘23 is packed with innovations and enhancements that are enabling nonprofits to make more and better impact. So, staying updated on the latest releases and features is paramount for them.?

With Winter ‘23 right on edge, nonprofits should already start prepping up to bring in a few big changes to transform the fundraising and program management approaches for better efficiency.