This document discusses how three nonprofit organizations - Austin Habitat for Humanity, Austin Partners in Education, and Salesforce Foundation - use the Salesforce platform to more efficiently manage their missions and track donations, volunteers, and partnerships. It provides examples of how each organization utilizes specific Salesforce features like the contact record, campaign management, donation pages, and volunteer management tools to centralize information, streamline processes, and improve engagement with partners. The document also outlines future goals like expanding partner tools to help with recruitment and connecting schools with donations.

1. Managing Your Mission
More Efficiently

2. KELL Partners
• Technology Solutions for
Nonprofits and Higher
Education
• Salesforce Consulting
Partner
• Engaged over 300
organizations

3. Salesforce Foundation
1% time
Product
equity
12,000 non-profit organizations
270,000+ hours service
$24 million+ grants
Salesforce.org

4. Why we chose Salesforce
Tracking Donations with Salesforce
Tracking Volunteers

5. AHFH – Why we chose Salesforce
Contact Record:
• Web – based
• Customizable
• Opportunity for Growth
• Integration with website
• Central storage for all
constituent information

6. Tracking donations with Salesforce
• Campaign Management • Event Management
• Online donation pages • Workflow Rules
• Personal Fundraising Pages
Campaign List View:

7. Donation Record

8. Volunteer tracking
Why does Austin Habitat need a system for tracking our volunteers?
• Volume
• Integrity
• Compliance
• Retention
What type of data does Austin Habitat collect on volunteers?
• Contact info
• Demographic info
• Volunteer roles
• Contributed hours
How Salesforce has equipped Austin Habitat to manage volunteer tracking?
• Software
• Support
• Apps

9. Austin Partners in Education (APIE)
Why did APIE chose Salesforce?
What are short-term and long-term benefits of moving to Salesforce?
How do we specifically use Salesforce for Volunteer Management?
Where does APIE go next with Salesforce?

10. Transition and Benefits
Why switch to Salesforce?
• Pre-Salesforce system lacked flexibility
• Cloud-based
• Generosity of SF foundation
Short-term benefits
• Centralized and accessible
• Flexibility of online presence
Long-term benefits
• Volunteer Management Process Improvement
• Changed the nature of our office
• Partner access

11. Volunteer Management (General)
Our Salesfore instance is involved at every step of our
process
• Automation
• Logic Controls (Workflow rules, Validation rules,
triggers)
• Monitoring and Separation of “Human Steps”
•Program Coordinators: Embracing the black box

12. Volunteer Management (Search
Flexibility of Programs
Portal)
• Classroom Coaching and Step-Up (130 Classrooms)
• Mentoring in about 100 schools
• School-based programs (400+)
Flexibility of Process
•Each program group has it’s own process

13. Volunteer Management (Search
• Search then filter
Portal)
• Fully functioning
• Combination of
visualforce and
web-to-lead pages

14. Volunteer Management
• Registration
(Registration)
• Direct entry into Salesforce
• Workflow for registration
confirmation emails

15. Dashboards
Salesforce monitors and alerts when it’s time to act

16. Volunteer Management
• Background Check
• Training Registration
• Mentor Profile
• Direct entry into
Salesforce
• Direct access from
Salesforce

17. Volunteer Management (Weekly
Recurrence)
• Absences and Substitutes
• Job-Sharing
• Weekly Reminders
• Special Event Registration
• Surveys
• Newsletters
• Apps…Free Apps

18. Volunteer Management (Partner Engagement)
• School-based and Mentoring programs
• Up-to-the-Moment Reporting
• Update Statuses directly in Salesforce
•…with logic controls
•…only see what we want them to see

19. APIE – What’s Next? (Partner Engagement)
More Enthusiasm!
• Partner Tools
for recruitment
help

20. APIE – What’s Next? (Partner Engagement)
More Enthusiasm!
Partner Tools
for School Partners
• Public side:
• Search and meet
school needs
• Offer donations
• Connect for ongoing
partnerships
• School side:
• Search offered
donations
• Post specific needs
• Enter and track
received donations

21. What would you like to know?