Agentforce for Nonprofits: Empowering Mission-Driven Organizations with Intelligent Automation 

The U.S. nonprofit sector represents a powerful economic force — encompassing over 1.9 million organizations, employing around 12.5 million people, and contributing 5.2% to the U.S. GDP with $1.4 trillion in economic activity. (Candid, Independent Sector)

Despite this strength, nonprofits face mounting challenges that threaten their sustainability and impact. According to the 2025 State of the Nonprofit Sector Report by Forvis Mazars:

• 77% of nonprofits report increased demand for their programs and services

• 65% struggle with staffing shortages

• 62% face rising operating costs

• 58% cite insufficient financial resources as their most pressing challenge

These pressures, compounded by recent cuts to public and private funding, have forced many organizations to reduce programs, delay hiring, or deplete reserves just to maintain operations.

While AI provides many potential solutions, adoption remains limited across the sector. More than 40% of nonprofits still do not use AI, and among those that do, usage primarily focuses on communication (30%) and efficiency (19%), with fewer applying AI to enhance service delivery (10%) or donor engagement (14%). (Forvis Mazars)

These limitations are often baked into nonprofit funding models. Unlike for-profit businesses, nonprofits operate on limited free cash flow, making it essential to find cost-effective ways to extend capacity and accelerate impact without adding headcount or overhead.

In this high-demand, resource-constrained environment, legacy systems and fragmented tools fall short. Nonprofits need smarter, faster ways to scale their work, meet stakeholder expectations, and deliver on their missions.

Agentforce: a solution for nonprofits

Agentforce offers intelligent automation that helps nonprofits scale capacity, reduce manual burden, and deliver cost efficiency. Built on the trusted Salesforce platform, it empowers teams to do more with less and focus limited resources on what matters most: advancing their mission.

How Agentforce transforms the way nonprofits work

Agentforce applies Salesforce’s newest AI capabilities — like Einstein Copilot and Agent Builder — to nonprofit operations, transforming intelligent agents into digital teammates that automate or assist high-volume, repeatable tasks. This frees up human teams to focus on what matters most: advancing the mission.

1. Automate the mundane, focus on the mission

Nonprofits spend countless hours logging interactions, sending reminders, pulling reports, and entering data. Agentforce automates these tasks, empowering staff to focus on high-value activities. AI agents can:

• Draft personalized thank-you messages after donations

• Create follow-up tasks after donor or beneficiary conversations

• Auto-generate grant progress reports based on real-time data

• Route support requests to the right team member instantly

By offloading repetitive work, staff gain time to build relationships, develop programs, and drive strategic initiatives.

2. Enable data-driven decisions at every level

Nonprofits need to show impact, but reporting is often manual, delayed, or inconsistent. Agentforce gives leaders real-time visibility across programs, constituents, and operations.

With AI-generated dashboards and natural language queries, teams can:

• Monitor donation trends and campaign performance

• Identify service bottlenecks or program gaps

• Forecast volunteer needs

• Evaluate progress against mission objectives

With better insights, organizations can allocate resources smarter and report on impact faster.

3. Deliver 24/7 support across channels

Whether they’re seeking services, applying to volunteer, or donating online, constituents expect real-time support. Agentforce powers always-on AI agents that respond instantly across channels like web, email, and SMS.

For example, a virtual assistant can:

• Answer common donor or volunteer questions

• Guide users through application or donation flows

• Escalate complex cases to human staff with full context

• Provide service or program updates in real time

These digital agents reduce wait times, improve satisfaction, and keep stakeholders engaged all day, every day.

Case Study: Isaacs Center Salesforce Relaunch: Enhancing Service Delivery for a New York City Nonprofit

Functional use cases across the nonprofit lifecycle

Agentforce delivers value across all facets of nonprofit work:

Built for trust: data security and privacy by design

Nonprofits work with highly sensitive data, from donor contributions to beneficiary records and beyond. Agentforce helps protect that information with enterprise-grade security baked into every layer of the platform:

• Enterprise-grade encryption protects data at rest and in transit using Salesforce’s trusted infrastructure

• Role-based access controls ensure only authorized users can view or modify sensitive records

• Privacy-first AI behavior means agents handle personally identifiable information (PII) with care

• Clear, transparent data practices outline exactly how information is used, stored, and protected

• Compliance support includes tools to help maintain alignment with HIPAA, GDPR, and other regulatory standards

Whether you’re managing medical data for a healthcare nonprofit or financial details for a philanthropic foundation, Agentforce provides a secure foundation for AI-powered operations.

Implementing Agentforce: a practical pathway

While Agentforce delivers cutting-edge automation, its implementation doesn’t need to be complex. Salesforce designed the platform to be scalable, secure, and adaptable, allowing even the most resource-constrained nonprofit teams to take advantage of Agentforce’s suite of capabilities.

1. Start with high-impact use cases

Begin by identifying processes that consume time and could benefit from automation. Common starting points for nonprofits include:

• Donor follow-up and acknowledgment

• Volunteer onboarding and scheduling

• Case intake and triage

• Grant tracking and reporting

Focus on pain points where automation can reduce manual effort and improve consistency.

2. Engage stakeholders early

Involve teams from development, programs, operations, and IT in early planning. Cross-functional input helps prioritize use cases and ensures the AI agents reflect the real needs of the organization. Clear change management from the start drives adoption and trust.

3. Leverage agent builder and low-code tools

Agentforce includes Agent Builder, Salesforce’s low-code tool for creating, customizing, and deploying AI agents. Nonprofits can use templates or build their own flows using drag-and-drop tools — no advanced programming required.

Salesforce also supports testing environments and preview modes so teams can refine AI behavior before going live.

4. Integrate with existing Salesforce instances

Agentforce runs natively on Salesforce, making it easy to connect with Nonprofit Cloud, Experience Cloud, Marketing Cloud, and other tools nonprofits already use. Integration ensures agents can access up-to-date records and maintain consistent workflows across systems.

5. Connect with the tools you already use

Through flexible APIs and a large ecosystem of integration partners, Agentforce allows your AI agents to work within the systems your teams already know. This helps to ensure continuity, reduce disruption, and accelerate value across volunteer management, outreach, fundraising, and donor and program management.

6. Measure, learn, and scale

After launching initial agents, monitor performance metrics like:

• Response time reduction

• Staff hours saved

• Donor or volunteer satisfaction

• Completion rates for automated tasks

Use insights to fine-tune behaviors and expand Agentforce into new functional areas over time.

7. Partner with experts for additional support

Working with an experienced implementation partner like Acquis helps nonprofits accelerate time-to-value. We guide organizations through the design, configuration, change management, and support required for a successful rollout — tailored to nonprofit missions and constraints.

From implementation to impact: your next steps

Agentforce helps mission-driven organizations modernize how they work without losing the human touch that defines nonprofit service. Whether you’re optimizing operations or scaling services, intelligent agents can help your team deliver with speed, precision, and empathy.

For nonprofits facing persistent resource constraints, Agentforce is not just a tech upgrade, but a strategic enabler that allows organizations to scale their mission efficiently, sustainably, and affordably.

If your organization — and its mission — could benefit from implementing Agentforce, Acquis is here to help. We bring deep nonprofit experience and Salesforce expertise to design and deploy Agentforce solutions tailored to your mission.

Let’s reimagine what’s possible — together. Learn more →