Want to work smarter with AI? See how Agentforce fits your business.
Nonprofits need systems that support fundraising, programs, and reporting without operational friction. As a Nonprofit Cloud consultant, we structure Salesforce so teams can manage program delivery and case data with consistent visibility.
Nonprofit Cloud touches fundraising teams, program staff, case workers, and leadership at the same time. Small decisions around data structure, access, and automation can create long-term issues if they are not planned carefully.
We approach nonprofit Salesforce consulting by starting with how nonprofits operate day to day. That includes constituent data models, program and case workflows, permission structures, and reporting requirements across teams.
Our teams configure Nonprofit Cloud environments that remain manageable after launch. Staff understand where data lives, leaders trust reports, and administrators can support changes without relying on constant development or rework.
Our work as a Nonprofit Cloud consultant starts with structuring constituent data. We define how donors, households, organizations, and participants relate inside Salesforce so fundraising and engagement records remain accurate and usable across teams.
We help you with:
As part of Salesforce consulting for nonprofits, we configure how programs, intake, services, and outcomes are managed in Nonprofit Cloud. This setup allows teams to track cases and service delivery consistently using Salesforce Nonprofit Cloud implementation services.
We help you with:
Effective fundraising depends on how well giving data connects to programs and impact reporting. Through nonprofit Salesforce consulting, we align donation records, campaigns, and participation data so reporting reflects real engagement.
We help you with:
Some nonprofit operations require more than the standard configuration. As a Nonprofit Cloud consultant, we provide controlled development to support specific workflows while keeping the Salesforce environment stable and manageable.
We help you with:
Nonprofit Cloud supports staff through guided automation tied to real records. Our Salesforce nonprofit consultants configure flows and Agentforce-assisted actions that reduce manual steps without removing oversight.
We help you with:
Nonprofit environments change as programs, teams, and reporting needs evolve. Through Salesforce nonprofit consulting, we manage updates to permissions, workflows, and reports so changes do not disrupt existing processes.
We help you with:
We provide complete Salesforce Nonprofit Cloud implementation services across planning, configuration, rollout, and long-term support and maintenance, aligned with nonprofit operations.
Work with some of the most experienced certified Salesforce consultants and specialists, boasting expertise across the entire ecosystem.
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
As a Salesforce consulting partner, Folio3 delivers nonprofit Salesforce consulting through certified professionals with experience across fundraising, programs, and service delivery. Our teams work closely with nonprofit stakeholders to ensure Nonprofit Cloud remains stable as usage grows.
Salesforce Nonprofit Cloud works with Agentforce to support guided actions across fundraising, program intake, and case management. We configure these capabilities as part of our Nonprofit Cloud consultant services, so automation supports staff without disrupting governance.
We assess nonprofit goals, data sources, and service models.
We define fundraising, program, and case workflows.
We configure Nonprofit Cloud objects, flows, and permissions.
We connect Salesforce with the required systems.
We test access and train internal teams.
We provide managed services and long-term stability.
As a Nonprofit Cloud consultant, we define who can access specific records, data, and actions across Salesforce.
As a Nonprofit Cloud consultant, our implementation services focus on predictable system behavior across users, workflows, and reporting.
As a Nonprofit Cloud consultant, we help nonprofits scale programs, users, and processes without disrupting daily operations.
As a Nonprofit Cloud consultant, our Salesforce nonprofit consulting continues beyond launch to support evolving organizational needs.
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
Folio3 proposed a comprehensive solution to address Easilock’s challenger. This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more..
Read more
Folio3 proposed a comprehensive solution to address Easilock’s challenger.This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more.
Read more
Folio3 proposed a comprehensive solution to address Easilock’s challenger.This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more.
Read moreA Nonprofit Cloud consultant helps nonprofits configure, manage, and maintain Salesforce Nonprofit Cloud for fundraising, programs, and reporting.
Yes. We provide full Salesforce Nonprofit Cloud implementation services from planning through launch.
Yes. Our nonprofit Salesforce consulting includes integration and migration from existing systems.
Not always. Development is used only when the standard configuration does not meet requirements.
Yes. We offer managed services, support, and maintenance for long-term use.
