Agentforce Nonprofit Readiness 3 min

NPSP or Agentforce Nonprofit? Find your answer.

Agentforce Nonprofit is the new name for Nonprofit Cloud.

Answer 10 quick questions about your org. We'll weigh staff size, customizations, budget, and timeline — then hand you a personalized recommendation with the reasoning behind it.

Sample: Leaning toward Agentforce Nonprofit

Sample recommendation preview

Get your recommendation

About 3 minutes to finish. Your personalized report is ready the moment you're done.

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Question 1 of 10

How large is your team?

Count all paid staff — part-time and full-time.

👥

Under 5 staff Small but mighty organization

👥

5 – 15 staff Growing organization with defined teams

👨‍💻

15 – 50 staff Mid-size with multiple programs or departments

🏢

50+ staff Large organization with complex operations

Question 2 of 10

What's your annual revenue?

This helps calibrate the right level of technology investment for your organization.

💵

Under $500K

💵

$500K – $2M

💲

$2M – $10M

💰

Over $10M

Question 3 of 10

How long have you been on NPSP?

Time on NPSP shapes how much is invested in the current system.

📅

Less than 1 year Recently implemented — still getting settled

📅

1 – 3 years Familiar with the system, still evolving

⌛

3 – 7 years Mature setup with established processes

⌛

More than 7 years Long-tenured — significant history in the system

Question 4 of 10

How customized is your NPSP?

Think custom fields, Flows, Apex code, reports, and integrations.

📦

Minimal — mostly out of the box Few custom fields, standard reports, no custom code

🔧

Moderate customization Custom fields, flows, some reports and automations

🛠

Heavily customized Significant Apex code, complex automations, custom integrations

Question 5 of 10

Do you need program or case management?

Tracking participants, services delivered, or case outcomes — beyond just fundraising.

✅

Yes — we use Salesforce's Program Management Module (PMM)

🔹

Yes — we need this but don't have it yet We manage programs or clients outside Salesforce today

❌

No — we're primarily a fundraising organization Our focus is donors, gifts, and campaigns

Question 6 of 10

What challenges are you running into?

Select all that apply. Honest answers lead to better recommendations.

📈 Limited reporting & analytics

Hard to get the insights we need

📋 No built-in program management

Managing programs outside of Salesforce

🖥 System feels outdated

Clunky UI, slow adoption by staff

🔌 Integration headaches

Connecting to other tools is painful

🚀 Can't scale with our growth

System slows us down as we grow

🤖 Missing AI & automation

Want predictive insights and smarter workflows

🪝 Confusing data model

Hard to explain or maintain our data structure

🟢 NPSP is working well for us

No major complaints at this point

Question 7 of 10

What capabilities matter most to you?

Select your top priorities for the next 2–3 years.

📋 Program & case management

Track participants, services, and cases

🎯 Outcome & impact tracking

Measure and report on mission results

🤖 AI-powered donor insights

Predictive analytics and smart suggestions

🌟 Modern, intuitive UX

Better adoption, less training overhead

💰 Advanced fundraising tools

Gift commitments, tributes, gift entry

🚀 Enterprise scalability

A platform that grows with our ambitions

Question 8 of 10

What's your Salesforce admin capacity?

Migrations require someone to manage the process — internal or external.

👨‍💻

Full-time dedicated Salesforce admin

🤸

Part-time admin (wears multiple hats)

🤝

We rely on a Salesforce partner No in-house admin — using a consultant or MSP

❓

No dedicated admin capacity

Question 9 of 10

What migration budget could you allocate?

Moving to Agentforce Nonprofit (formerly Nonprofit Cloud) is a re-implementation — not a free upgrade. This covers services, data migration, and training.

🚫

Not currently budgeted

💵

Under $50K

💲

$50K – $150K

💰

Over $150K

Question 10 of 10

When are you looking to make a change?

Timing affects what path makes sense right now.

🔴

No plans to change right now NPSP is fine — just exploring

🔵

Actively exploring our options Doing research, not committed to a timeline yet

🟠

Looking to migrate within the next year Ready to plan and execute a migration

🟢

We need to move ASAP Urgency — contract, compliance, or growth is forcing our hand