Our goal is to show you how to leverage a modern data model to create a system that is sophisticated enough to scale, yet simple enough for your team to use today.

What We Will Cover:

• The "Life of a Record" Walkthrough: Follow the dollar as it moves through Development, Programs, and Operations. We’ll show how Agentforce for Nonprofits helps ensure that the right information is visible to the right people at the right time.
• Demystifying the Data Model: We’ll break down how to think about structuring your data in a way that reflects how your team already works—helping reduce manual entry, teeing up reporting, and making collaboration easier across departments.
• The MVP Approach to Getting Started: Learn the “Start Small, Grow Over Time” philosophy. We’ll talk through how to begin with just what you need today —avoiding "system bloat"— while ensuring the foundation is ready for future growth.
• Evolving Your Processes Over Time: Once the basics are in place, we’ll “show off” how to layer in additional capabilities at your own pace. See how AI-powered agents, outreach tools, and grantmaking support can lighten your team’s workload and free up time for what matters most.

Key Takeaways:

• Practical ways to keep your system simple, organized, and usable for your team
• A clearer framework for connecting your day-to-day processes across departments
• Ideas for gradually introducing automation without overwhelming staff

Designed for:
Operations leaders, data managers, and mission-driven teams who are looking for a more connected and manageable way to support their work.

Format:

• 20 mins: Walkthrough of a “day in the life” data model and process workflows using Agentforce for Nonprofits
• 20 mins: Getting started with an MVP approach
• 20 mins: The "Bells & Whistles": Advanced AI and extended capabilities showcase