Salesforce Agent for Nonprofit
Empower nonprofits to automate donor communication, track fundraising campaigns, and manage volunteers in Salesforce. With AI-powered efficiency, mission-driven teams can focus more on impact and less on administration.
How Salesforce Agent works
Connect to Salesforce
Securely connect your Salesforce account to the agent.
Train your agent
Add Salesforce articles, links, Q&As, and more for accurate answers.
Let the agent work for you
The agent manages leads, cases, updates, and daily Salesforce tasks.
Supported Salesforce Clouds
Jotform Salesforce Agent works across the Salesforce Clouds your team relies on — so your workflows stay connected, consistent, and powerful.
Track donor leads and fundraising opportunities seamlessly within Salesforce.
Handle volunteer and donor support cases with AI-assisted automation.
Engage supporters through portals where donation records and updates sync automatically.
Drive greater impact with an AI-powered Salesforce Agent for nonprofits
Donor engagement and fundraising
Track every donor conversation, pledge, and donation in Salesforce in real time. The agent ensures donors receive timely acknowledgments and follow-ups. This strengthens relationships and helps maximize fundraising outcomes.
Volunteer and event management
Simplify volunteer sign-ups, scheduling, and communication with automated workflows. Each interaction is recorded in Salesforce, so coordinators have complete visibility. Nonprofits can scale operations without adding extra administrative overhead.
Campaign tracking and reporting
Automatically monitor campaign responses and outreach performance. The agent updates Salesforce records instantly, providing teams with accurate data for reports and informed strategy.
