Dates: March 17-18, 2025
Location: Salesforce McLean Office (DC Metro Area)
Thank you to our DC (and beyond) Community!
“Having the Sprint in DC was so special - it was so great to reconnect with the DC community and feel like we’re not alone! It’s made the out of towner experiences so much nicer because they feel like they have their people.” - Sprinter, March 2025
Salesforce McLean Office / Sprint group photo, March 2025
We were thrilled to bring our nonprofit-focused community together for the first time ever at the Salesforce McLean office! Over two days, we identified challenges, engaged in thoughtful discussions, and connected through fun networking—all with the goal of building community-driven solutions for common challenges affecting nonprofits and schools.
This marks our second event in our 10th Anniversary year—just last month, we kicked things off in Sydney!). Six projects were worked on—read on to discover which challenges were prioritized by this group.
10th Anniversary Community Sprint Birthday Cake! March 2025
Connecting the Washington, D.C. Area Community
A remarkable 65 attendees joined us in person, representing a diverse array of nonprofits, schools, partners, and Salesforce employees from 20 different states, the D.C. region, and beyond. A huge thank you to everyone who took time away from their daily responsibilities to be part of this event. Your dedication to sharing your skills and collaborating made this gathering truly special. This success wouldn’t have been possible without you!
A Welcome from the Nonprofit Host Team
Hosting a Sprint is a true team effort! Cori O’Brien (Director, Nonprofit & Commons Community) kicked off the Sprint, Norah Stevens-Kittner (Senior Director, Product Marketing for Nonprofits), joined in the fun to shared her gratitude for Sprinters who took time from their busy lives to give back, and Lizzy Roberts (Senior Manager, Nonprofit Community) & Natalie Larino (Senior Events Program Manager) supported the event - Lizzy in the room and Natalie virtually - throughout the two days.
Lunchtime Sessions: Extra Value For Our Sprinters!
Day 1: Meet the Makers – Nonprofit Cloud
Over lunch, Elizabeth Swander (Senior Manager, Product Management), Sean Finerty (Manager, Product Management) and Eric Hufford (Industry Solutions & Strategy Director, Nonprofit) led a Nonprofit Cloud “Meet the Makers” session. Attendees connected with the community, got a sneak peek at the product roadmap (a little preview before Agentforce World Tour!), and had their burning product questions answered on topics like Agentforce, the IdeaExchange, and more.
This live Q&A was a unique opportunity to engage directly with Nonprofit Salesforce leadership, ask questions, and receive real-time answers—plus a few key takeaways! It was a fantastic discussion, packed with valuable insights and thoughtful dialogue.
Nonprofit Meet the Makers panel at the DC Sprint, March 2025
Day 2: Lunch & Learn – Data Literacy for Nonprofits
On Day 2, Cristina Hernandez (Distinguished Strategic Solution Engineer) shared valuable insights on data and data literacy over lunch. The session sparked great discussions and provided a sneak peek into her upcoming white paper on data literacy.
It was a fantastic opportunity to explore the importance of data in the nonprofit space and gain a preview of the insights she’ll be publishing soon. Thank you, Cristina, for sharing your expertise!
Nonprofit Data Literacy Lunch & Learn at the DC Sprint, March 2025
Thank you to our Tech Mentors!
A huge THANK YOU to the incredible members of our internal teams who volunteered their time to serve as Tech Mentors throughout the event. Their guidance and expertise were invaluable in supporting the projects and fostering meaningful connections. As one Sprinter shared in our feedback survey: “Loved having them here – for help but also to hear about their role at Salesforce.”
Massive THANK YOU to: Kirsten Rauscher (Principal, Strategic SE), Basil Tilmon (Senior Manager, Solution Engineering), Sarah Vahlkamp (Lead, Account SE), Venkata Surya Karthikeya Pammi (Technical Consultant), Cassie Bartelme (Senior, Account SE) and Ben Chun (Principal Enterprise Architect).
Check out the 6 community-led projects worked on:
Sprint Participants discussing challenges and solutions at the DC Sprint, March 2025
- AI Prompts for Nonprofits
- Declarative Lookup Rollup Summaries (DLRS)
- Grants Content Kit
- Nonprofit Cloud Best Practices
- Unsubscribe Link
- NEW: Flow Replacements for NPSP Workflows
And, as a bonus, some community members are interested in leading new efforts to keep these exiting projects going: Keep going Data Cloud for NPSP and Reports NPSP Workbooks updates. If you’re interested in contributing to any of these efforts, let us know!
In alphabetical order:
1. AI Prompts for Nonprofits
AI Prompts is a helpful guide designed to make AI tools more accessible and easier for nonprofits to adopt and use.
Work performed at this sprint:
- Reviewed the recipe book, existing documentation, and wiki.
- Developed a framework for AI prompts.
- Built the first level of the workbook, including a map, screen flow, and supporting architecture.
Next Steps:
- Assess technical considerations to improve the feasibility of the solution.
- Continue building and define the next version (V2).
- Schedule a Google Meet to align on next steps.
2. Declarative Lookup Rollup Summaries (“DLRS“ aka Dolores)
DLRS (Declarative Lookup Rollup Summaries) is an interface that enables data rollups between cross-object records in Salesforce where native functionality does not support it.
Work performed at this sprint:
- Conducted DLRS diagnostics.
- Completed a full overhaul of the documentation repository structure.
Next Steps:
- Publish the redesigned FAQ.
3. Grants Content Kit
The Grant Content Kit is a Salesforce package designed to help organizations streamline and accelerate the grant application process.
Work performed at this sprint:
- Created documentation, including an installation and post-installation user guide.
- Investigated potential use cases for tools like Agentforce and Baby Doc Gen.
- Arranged for two case studies where organizations will test the app in their sandbox environments, with the goal of generating marketing materials.
- Tested the prompt builder for content shortening in grant submissions, refining word count adjustments based on specific questions.
Next Steps:
- Finalize documentation in time for the app’s security review approval.
- Write up the use cases over the next 12 weeks.
- Complete and publish documentation for the wiki.
- Continue at-home testing and recruit friends and clients to test in their sandboxes.
Grants Content Kit group photo, March 2025
4. Nonprofit Cloud Best Practices
Similar to early community-led efforts that helped nonprofits succeed with NPSP, this project aims to collect ideas and feedback to shape Nonprofit Cloud (NPC) best practices. The goal is to identify key areas where the community can focus its efforts to maximize impact and adoption.
Work performed at this sprint (3 sub-groups)
- Program and Case Management: Reviewed the PMM-to-NPC comparison chart, worked on scenarios, and completed and published both the PMM mapping document and the PMM-to-NPC chart.
- Flow: Conducted bug hunting and troubleshooting. Published three new pages to inform stakeholders about the reporting committee.
- Reports: Recommended reports and analyzed the questions they address in NPSP. Defined reports in NPC and mapped them to relevant objects. Reviewed standard reports from NPSP and recommendations from NPC, compiling them into a spreadsheet of useful reports. Began de-duplicating, prioritizing, and translating them into NPC terminology.
Next Steps:
- Program and Case Management: Continue developing and refining scenarios.
- Flow: Work on additional miscellaneous items and prepare more content for publication.
- Reports: Address the requirement for structured data (e.g., implementing the “Gift Transaction Type” picklist field on the Gift Commitment object) to enable key reports. Continue reviewing, finalizing, and translating the remaining proposed reports.
5. Unsubscribe Link
Send an email to anyone from inside Salesforce and include an unsubscribe link right in the email! This app will find all contacts and leads with that email address and mark them “Email opt out.” It will also create an Unsubscribe (custom object) object so you can track unsubscribes over time.
Work Performed During This Sprint:
- Updated documentation, improving instructions for clarity and incorporating the latest version.
- Conducted end-user testing of the setup and fixed issues in flows to enhance the user experience.
- Developed new Visualforce emails to create a more engaging and polished email experience.
- Began creating documentation, including videos and scripts, for the AppExchange.
Next Steps:
- Finalize documentation for the transition to Flow and continue discussions on Next Steps:.
- Develop a Lightning App.
- Further improve the user experience.
Unsubscribe Link group photo, March 2025
5. NEW: Flow Replacements for NPSP Workflows
The Flow Replacements group was formed to help nonprofits easily transition from NPSP and V4S workflow rules to Salesforce Flows.
Work performed at this sprint:
- Worked to reduce 20 workflow rules down to 8.
- Completed initial documentation for recreating all but one set of workflows (phone number-related workflow still in progress due to a complex formula affecting four different fields).
Next Steps:
- Finalize the first iteration of all new flows, complete peer reviews, and create initial end-user documentation.
- Determine whether to keep the solution as-is, package it as an unmanaged solution, or explore other implementation methods.
- Develop a strategy to increase awareness and adoption of these new flows.
PHEW! That was a lot! So much innovation is happening—but it doesn’t stop here! Mark your calendars and register for our upcoming Sprint events:
Upcoming Sprint Events:
- Agentforce World Tour New York Nonprofit Breakfast – May 21
- Agentforce World Tour London Community Sprint – June 9-10
- Agentforce World Tour London Nonprofit Breakfast – June 11
See you soon!