Before You Sign — A Nonprofit Cloud Requirements Guide

Agentforce Nonprofit Cloud
Feature Guide

This simple guide helps nonprofit leaders understand the core features available in Agentforce Nonprofit Cloud. It is designed to help organizations have more informed conversations with consultants, set clearer expectations, and avoid paying twice for an implementation because the system was not configured correctly the first time.

For organizations about to implement Salesforce Nonprofit Cloud

Know what to ask for, before you sign anything.

Nonprofit Cloud is a set of modules, not one thing you either "have" or "don't." Which parts your organization actually needs depends on how you operate — and that's easy to leave out of a scope of work if nobody asks.

Answer a few questions about how your organization runs. You'll get back a short, specific list of what to require from your implementation — and what to skip so you're not paying for complexity you won't use.

Prepared by Quantum Leap Consulting — Salesforce implementation and Nonprofit Cloud consulting. Scoping a new implementation, or want a second opinion on a proposal before you sign? quantumleapsahead.com