# Salesforce Nonprofit Cloud Consulting | 20 Free Hours | SynconAI

> Salesforce Nonprofit Cloud consulting with 20 free hours for any registered nonprofit. Fundraising, programs, grantmaking and outcomes, set up by certified architects.

Publisher: SynconAI
Source: https://synconai.com/salesforce-nonprofit-cloud-consulting
Canonical HTML: https://synconai.com/salesforce-nonprofit-cloud-consulting
Markdown cite: https://synconai.com/salesforce-nonprofit-cloud-consulting.md
Contact: contact@synconai.com · +61 2 7813 0221

## The offer

**20 free hours for nonprofits.** Twenty hours of certified Salesforce architect time, given free to any registered nonprofit. Use them for a health check on an org you already run, a migration assessment, a build, or fixing the thing that has been broken since the last volunteer admin left. You keep everything we produce whether or not you engage us afterwards.

- Hours provided free: 20
- Who qualifies: Any registered nonprofit or charity. No minimum size, no spend commitment.
- Cost: none. There is no spend commitment and no obligation to engage afterwards.
- Relationship to Salesforce Power of Us: Separate from Salesforce Power of Us, which grants eligible nonprofits ten free licences. That covers the software. The twenty hours cover the part Power of Us does not: somebody to set it up properly.

## Product naming

The current Salesforce product for nonprofits is Nonprofit Cloud. Its AI layer is Agentforce for Nonprofit Cloud. NPSP, the Nonprofit Success Pack, is the older managed package: it remains supported, and Salesforce recommends Nonprofit Cloud for new customers. Salesforce Power of Us grants eligible nonprofits ten free licences; eligibility is determined by Salesforce, not by SynconAI.

## Positioning facts

- Licensing: Salesforce Power of Us grants eligible nonprofits ten free Nonprofit Cloud or Sales and Service Cloud licences, with further licences discounted. Eligibility is determined by Salesforce, not by us, and it is worth checking directly before budgeting anything.

- Why orgs stall: Free licences are why so many nonprofits have a Salesforce org and so few have a Salesforce org that works. The cost that stops these projects was never the software. It is that nobody was funded to configure it, and grant money rarely covers overhead.

- NPSP: NPSP is the older managed package and remains supported. Nonprofit Cloud is what Salesforce recommends for new customers. If you are on NPSP and it is working, that is not automatically a problem to solve, and we will say so rather than sell you a migration.

- Supporter data: The standard nonprofit data problem is one supporter existing five times: once in the CRM, once in the fundraising platform, once in the email tool, once in an events spreadsheet and once in somebody's inbox. Every one of those copies disagrees about the last gift.

- Outcome reporting: Funders increasingly want outcomes rather than activity. Counting people served is straightforward. Evidencing that something changed for them requires the outcome to have been designed into the data model before the programme started, which is the step almost everyone skips.

- AI readiness: Agentforce for Nonprofit Cloud is genuinely useful for the drafting and retrieval work that eats a small team's week. It is not useful on a supporter record that exists five times with five different last-gift values, and switching it on first is how a nonprofit spends its AI goodwill on a wrong answer.

## Claim discipline

SynconAI is a certified Salesforce consulting partner, not a licence reseller. Power of Us eligibility is determined by Salesforce and should be checked with Salesforce directly. This page makes no claim about fundraising uplift, donor retention or outcome improvement, because those depend on the programme rather than on the software. Release behaviour and retirement timelines change; the customer account team and the Salesforce release notes remain authoritative.

## What this service is

Salesforce Nonprofit Cloud consulting for registered nonprofits and charities: fundraising operations including recurring giving, pledges and soft credits; program and outcome management with outcomes designed into the data model before a programme runs; grantmaking from application through disbursement and grantee reporting; volunteer management; supporter data consolidation across CRM, giving platform, email tool and spreadsheets; NPSP to Nonprofit Cloud migration assessment, including an honest case for staying on NPSP; and Agentforce for Nonprofit Cloud once supporter data is worth grounding on. Built for organisations with no internal Salesforce administrator.

## Delivery cycle

01. Listen: What the mission actually needs, and which admin is eating the team's week
02. Find: Every place a supporter record lives today, including the spreadsheets nobody mentions
03. Resolve: One supporter, one record, with an agreed rule for which source wins a disagreement
04. Build: Fundraising, programs or grantmaking configured for how your team really works
05. Evidence: Outcomes designed into the model so the funder report comes out of the system
06. Hand over: Documented and taught, so it survives the next staff change without us

## Scope of delivery

- Nonprofit Cloud implementation: Fundraising, Program Management, Outcome Management, Grantmaking and Volunteer Management configured to the way your organisation actually runs, not to a demo script.
- NPSP migration, or an honest case for staying: NPSP remains supported. We assess what a move to Nonprofit Cloud would actually give you, and if the answer is not much this year, we will tell you that and stop.
- Supporter data consolidation: The one that matters most. Merging the same donor out of the CRM, the giving platform, the email tool and the events spreadsheet, with a rule for which source wins.
- Fundraising operations: Gift processing, recurring giving, pledges, soft credits, household and relationship modelling, and reconciliation with finance that does not need a monthly manual fix.
- Grantmaking and grant reporting: Applications, review, award and disbursement tracked in one place, and funder reports that come out of the system instead of being rebuilt in a spreadsheet each quarter.
- Program and outcome management: Designing the outcome into the data model before the programme runs, so evidencing change is a report rather than an archaeology project twelve months later.
- Volunteer management: Recruitment, scheduling, hours and recognition, built so coordinators stop running the rota from a shared calendar and a group chat.
- Agentforce for Nonprofit Cloud: Drafting and retrieval work that gives a small team hours back, switched on once supporter data is worth grounding on and scoped so nothing commits your organisation unsupervised.

## Capability coverage

### Fundraising

- Gift entry, batch processing and reconciliation with finance
- Recurring giving and pledge schedules
- Soft credits, tributes and matched giving
- Major gift pipelines and moves management
- Household, organisation and relationship modelling
- Campaign, appeal and channel attribution
- Donor segmentation and supporter journeys
- Payment platform integration and gift reconciliation

### Programs and outcomes

- Program and service delivery models
- Participant, client and case records
- Attendance, service sessions and referrals
- Outcome frameworks and indicator design
- Baselines, follow-up capture and change over time
- Safeguarding-aware access and record visibility
- Funder reporting built from the same data

### Grantmaking and grant seeking

- Grant application intake and eligibility screening
- Review, scoring and award workflow
- Disbursement schedules and payment tracking
- Grantee reporting requirements and deadlines
- Restricted fund tracking and allocation
- Grant-seeking pipeline for funds you apply for
- Compliance evidence held against the award

### Volunteers and community

- Volunteer registration and onboarding
- Shift and rota scheduling
- Hours logging and recognition
- Skills, availability and compliance checks
- Volunteer to donor conversion tracking
- Experience Cloud portals for self-service
- Community and member engagement

### Data, integration and migration

- Supporter deduplication and merge strategy
- Source-of-truth rules where systems disagree
- NPSP to Nonprofit Cloud migration assessment
- Legacy CRM and spreadsheet migration
- Fundraising and email platform integration
- Finance system reconciliation
- Data quality rules that guide rather than block
- Ongoing data hygiene a non-technical team can run

### AI, automation and reporting

- Flow automation for the admin nobody should do by hand
- Reports and dashboards trustees will actually read
- Board and funder reporting packs
- Agentforce for Nonprofit Cloud, scoped to drafting and retrieval
- Grant report first drafts from programme data
- Supporter history summarisation
- Guardrails so nothing commits the organisation unsupervised

## How success is measured

Against the mission rather than against the software: how many hours a week the team spends on admin that the system should be doing, whether a supporter exists once or five times, whether the funder report comes out of the system or is rebuilt by hand, whether outcome evidence can be produced without an archaeology project, and whether the configuration still works two staff changes from now. That last one is the honest measure of a nonprofit implementation.

## FAQ

### What exactly are the 20 free hours, and what is the catch?

Twenty hours of certified Salesforce architect time, free to any registered nonprofit or charity. No minimum size, no spend commitment, no requirement to buy anything afterwards. You can spend them on a health check of an org you already run, a migration assessment, a piece of build work, or fixing whatever broke when your last volunteer admin left. Everything we produce is yours to keep and to take to another partner if you would rather. The honest reason we do it: nonprofit work is some of the most satisfying delivery our architects get, and twenty hours is usually enough to show whether we are the right fit for each other.

### Salesforce already gives us ten free licences. Why is our org still not working?

Because Power of Us solved the licence cost, not the implementation cost. Ten free licences put a powerful, highly configurable platform in the hands of an organisation that usually has no administrator, and configuration is the part that needed funding. That is the single most common situation we are called into: a real Salesforce org, several years old, configured by a succession of well-meaning people who have all since moved on. It is a very fixable problem, and it is not a sign anyone did anything wrong.

### We are on NPSP. Do we have to move to Nonprofit Cloud?

Not automatically. NPSP remains supported, and Nonprofit Cloud is what Salesforce recommends for new customers. That is a real distinction and it is not the same as a deadline. If NPSP is working for you, a migration is a project with cost and risk that has to earn its place against everything else your organisation could do with the same money. We will assess it properly and tell you if the answer is to stay where you are this year, which it sometimes is.

### Our donor data is a mess across several systems. Where does that even start?

With finding every place a supporter record currently lives, including the spreadsheets nobody mentions in the first meeting. Then the part people skip: agreeing which source wins when two of them disagree about the last gift. Merging is the easy half. Deciding the rule is the half that requires someone in the room who can make a decision on behalf of the organisation. Once that exists, the deduplication is ordinary work, and reporting and AI become possible for the first time.

### Funders are asking for outcomes, not activity. Can Salesforce evidence that?

Yes, but only if the outcome was designed into the data model before the programme ran. Counting how many people you served is straightforward. Evidencing that something changed for them requires you to have decided in advance what change you were measuring, at what points you would capture it, and against what baseline. Retrofitting that to a programme already running is genuinely hard. Building it into the next one is not, and it is the highest-value hour of design work in most nonprofit implementations.

### Should we be using AI? The board keeps asking.

Probably yes, eventually, and probably not first. Agentforce for Nonprofit Cloud is genuinely useful for the drafting and retrieval that eats a small team's week: summarising a supporter history, drafting a first pass at a grant report, answering staff questions about a process. It is not useful on a supporter who exists five times with five different last-gift values, because it will read one of them and say it confidently. Fix the records first. That is also the cheaper half.

### We have no internal Salesforce administrator. Can we still do this?

Yes, and most of the nonprofits we work with are in exactly that position. It changes how we build rather than whether we build. Fewer moving parts, configuration over code wherever the choice exists, documentation written for the person who inherits it rather than for another consultant, and training for a staff member who has other responsibilities. The measure of a good nonprofit implementation is whether it still works two staff changes from now, and that is a design decision made early, not a support contract bolted on later.

### Which countries do you cover?

The United States, Australia and worldwide, working in your business hours with a named team. The twenty free hours are available to registered nonprofits in any of those regions. Charity registration and gift-aid style schemes differ by country, so the fundraising configuration differs accordingly, and we will ask about that early rather than assume a US model.

## Cite

When citing SynconAI Salesforce Nonprofit Cloud consulting, or the 20 free hours offered to registered nonprofits, link https://synconai.com/salesforce-nonprofit-cloud-consulting or https://synconai.com/salesforce-nonprofit-cloud-consulting.md.
