Salesforce for nonprofits
Make Salesforce easier for your nonprofit team
Your team shouldn't have to become Salesforce experts to raise money, run programs, and serve people.
Ask Hank in the words you already use.
Ask about the work, not the system
Hank understands nonprofit language: donors, gifts, households, programs, volunteers, and grants.
Fundraising
- “Who gave last year but not this year?”
- “How much did we raise last month?”
- “Which major donors haven't been contacted this quarter?”
Donors and households
- “Who are our recurring givers?”
- “Which households have more than one active donor?”
- “Who made their first gift this year?”
Programs and volunteers
- “How many people did we serve this month?”
- “Which clients still need a follow-up?”
- “Which volunteers haven't signed up for a shift lately?”
Leadership
- “How does this year's giving compare to last year?”
- “What's our average gift size?”
- “Give me a summary of this month's activity.”
What it sounds like
An example conversation. Hank answers from your own Salesforce.
You
Who donated last year but hasn't donated this year?
Hank
I found 86 donors.
You
Just show me the ones in Florida who gave more than $1,000.
Hank
14 donors match.
You
Which ones are assigned to me?
Hank
You have 6. I've listed them below with their last gift, so you can pick up the phone.
Built to work with nonprofit Salesforce
Hank works with the Nonprofit Success Pack and Nonprofit Cloud, and recognizes them automatically. He also works in plain Salesforce orgs and custom setups.
Hank helps keep your data in good shape too: finding the same donor entered twice, filling in missing email addresses, and fixing inconsistent names, with every change waiting for your approval.
You ask. Hank finds it. You stay in control.
Only what you can see
Hank works as the person asking. If you can't see it in Salesforce, Hank can't either.
Shows his work
Every answer ends with a plain note of what Hank checked, so you know where it came from.
Nothing changes without a yes
When Hank suggests a change, you review it first. Nothing is saved until you approve it.
A record of every change
Every approved change is logged, with what it was before and after and who approved it.
Keep reading
Frequently asked questions
Is Hank only for nonprofits?
No. Hank works in any Salesforce org, for businesses and nonprofits alike. It's especially helpful when everyday staff need answers without becoming Salesforce experts.
Does Hank work with Nonprofit Cloud and the Nonprofit Success Pack?
Yes. Hank recognizes both automatically and uses your organization's own words for donors, gifts, and programs.
Do I need to know Salesforce to use Hank?
No. Hank is built so everyday users can ask in the language of their job, like donors, customers, deals, or programs. Hank handles the Salesforce part.
Can Hank see things people shouldn't?
No. Hank works as the person asking, so he sees exactly what they can already see in Salesforce and nothing more.
Can Hank update Salesforce?
Yes, on the Starter plan and up. Hank can suggest changes and new records, like a follow-up task or a corrected address. You see exactly what will change, and nothing is saved until you approve it.
Spend less time in Salesforce and more time on the mission.
Give your team a simpler way to use the Salesforce you already have.