Dates: July 30-31, 2025
Location: Virtual
WOW, another truly global Virtual Sprint!
“As a first time sprinter, I immediately felt ‘at home’ with everyone else joining and in my working group. It was a wonderful opportunity to learn and share knowledge, on top of a chance to connect with folks in the community doing amazing work for nonprofits.” - Virtual Sprinter
We were thrilled to gather our Nonprofit and Education community virtually for two days of brainstorming, creating impactful solutions, and fun networking to build community solutions for common challenges affecting Nonprofits and Schools.
Group Photo! Virtual Sprint, July 2025
Our Global Reach: Connecting Across Continents
A remarkable 144 attendees joined us virtually, representing a diverse tapestry of Nonprofits, schools, Partners, and employees from across the globe. From India to Canada, to the United Kindom, the enthusiasm and commitment were truly global, with participants hailing from 16 different countries! We extend our heartfelt gratitude to everyone who made this global collaboration possible. To those who burned the midnight oil, rose with the sun, and dedicated precious time away from their daily responsibilities and loved ones, your commitment to sharing your skills made this event truly exceptional. Thank you for making our collective effort a resounding success.
Check out the 11 community-led projects that participated:
In alphabetical order
- AI for Nonprofits
- Declarative Lookup Rollup Summaries (DLRS)
- Education Cloud Trailblazers
- Grant Content Kit
- Membership Essentials
- Nonprofit How-To Videos
- NPC Best Practices
- NPSP Data Kit for Data Cloud
- Sprinty’s Community Resources
- Summit Events App
- Unsubscribe Link
1. AI for Nonprofits: A project seeking to help Nonprofits benefit from generative AI tools and Agenforce.
This team is working to create a helpful guide of prompts to make using AI tools like ChatGPT and Agentforce easier for Nonprofits.
Work performed at this sprint:
- Worked on four mini-projects: Automated Donor Communications, Summarized Grant Guidelines, Created Social Media Content, and Developed Agentforce for Nonprofits.
Next steps:
- Build a tool during the September Sprint in Vancouver.
- Start AI Team meetings after the next sprint.
Join the NEW Commons Project: AI for Nonprofits group in the Trailblazer Community to ask questions or get involved.
2. Declarative Lookup Rollup Summaries (DLRS): User-friendly wizard to understand relationships between different sets of data in Salesforce
Declarative Lookup Rollup Summaries, aka “DLRS”, aka “Dolores” aka the app with 3 names (!) is an interface to roll up data between records where Salesforce can’t natively.
Work performed at the Sprint:
- Advanced the DLRS product roadmap and resolved code issues.
- Reviewed documentation and installed DLRS for a new user.
- Wrote and completed 3 video scripts for creating and managing rollups.
- Created a decision tree for calculation mode, now live on the Documentation site.
- Prepared and completed a presentation deck for user group presentations.
- Discussed the roadmap, features, and future of DLRS.
Next Steps:
- Finish updates on the Documentation site.
Join the Commons Project: DLRS group in the Trailblazer Community to ask questions or get involved. Learn more about this project!
3. Education Cloud Trailblazers
Similar to the Nonprofit Cloud Best Practices group, the goal of this project is to begin gathering ideas and feedback to see what the Education Cloud best practices could look like and where the community could concentrate their efforts.
Work performed at the Sprint:
- Discussed challenges in adopting Education Cloud, focusing on costs and key functionalities like SIS replacement and transfer credit evaluation.
- Addressed synchronization challenges of Contact Profile and Contact Point data.
- Reviewed the lack of reciprocity in Education Cloud’s “relationship” functionality.
- Evaluated new solutions: Guided Relationship Center, syncing Contact Point child objects, and external Case data automation.
- Previewed an LMS accelerator and planned to create a community playbook.
- Worked on the business case content and technical documentation for the LMS Data Playbook.
- Tested the Guided Relationship Creation Screen Flow.
Next steps:
- Complete the Playbook.
- Package the Screen Flow.
Education Cloud Trailblazers Group Photo, Virtual Sprint 2025
4. Grant Contents Kit
Grants Content Kit helps nonprofits write winning grants faster. Use pre-built templates, collaborate easily, and get approvals quickly to secure critical funding for your community.
Work performed at the Sprint:
- Reviewed the tool, its implementation, and how Agentforce could support organizations using their own data and prior grant applications.
- Reviewed and prioritized open feature requests.
- Used Metecho to work through some new features with new team members.
Next steps:
- Follow-up meeting to discuss Agentforce and other GCK use cases in the next team meeting in August.
5. Membership Essentials: App to help Nonprofits track their membership data more effectively
The Membership Essentials team is prepping to launch their upcoming package to deliver features helpful for memberships, sponsorship, renewals, payments, multiple members, families, benefits, etc., within Salesforce to help Nonprofits track their data more effectively.
Work performed at the Sprint:
- Committed 10 tasks to the main branch of the package.
- Progressed on 9 tasks.
- Raised many good questions and suggestions to improve the package.
Next Steps:
- Address several takeaways in our monthly meeting.
- Document all the work accomplished during this sprint.
Join the Commons Project: Memberships group in the Trailblazer Community to ask questions or get involved. Learn more about this project!
6. Nonprofit Salesforce How-To Videos
The Nonprofit Salesforce How-To Video team creates short, digestible how-to videos from Nonprofit Cloud documentation. Connect with the team, and watch the videos.
Work performed at the Sprint:
- Reviewed various existing how-to resources, including videos and documentation, for UnofficialSF videos.
- Worked on flows for screens to supplement work on these scripts, including USF Button Bar and USF Navigate Everywhere
- Conducted research on Send Better Email.
- Worked on “How to Write a Nonprofit Video Script.”
Next steps:
- Deploy one flow to the Nonprofit Org.
- Update the committee meeting time for a global audience.
7. Nonprofit Cloud Best Practices
Similar to early community-led efforts to help nonprofits find success using the NPSP, the goal of this project is to begin gathering ideas and feedback to see what the Nonprofit Cloud (NPC) best practices could look like and where the community could concentrate their efforts.
Work performed at the Sprint:
- NPC Best Practices - Program Management/Case Management Subgroup
- Updated required and optional prerequisites for System Admins and End Users.
- Identified implementation and management differences for 3 use cases (registered, drop-in, and anonymous attendees).
- Refined overall requirements.
- Completed Use Cases 1 (preregistered program) and 2 (walk-in program).
- Started draft for Use Case 3 (anonymous program).
- NPC Best Practices - Reporting Subgroup
- Built and drafted 32 reports.
- Deployed reports to a demo org with data.
- Reviewed and adjusted the reports.
- Reviewed several reports in an IDO and noted changes for the first round of revisions.
- NPC Best Practices - Data Processing Engine (DPE) Subgroup
- Established goals to demystify DPE for the community.
- Started creating guidance on DPE usage in NPC, including getting started, limitations, monitoring/troubleshooting, and best practices.
- Refined draft guidance.
- Completed content for 7 new pages on the NPC BP GitHub for review.
- Reached 90 contributors to NPC best practices over multiple sprints.
- Added new members to the ongoing project work outside of sprints.
- Created a walkthrough of one of the standard DPE definitions.
Next Steps:
- NPC Best Practices - Program Management/Case Management Subgroup
- Refine wording for Use Case 3.
- Test Use Cases 1, 2, and 3.
- Publish overall requirements and use cases to GitHub before the next sprint.
- NPC Best Practices - Reporting Subgroup
- Continue reviewing reports, taking notes, and making changes to the source reports.
- Update custom report type layouts to include Person Account (Contact) data.
- Ensure consistency in groupings, columns, sorting, and naming across reports.
- NPC Best Practices - Data Processing Engine (DPE) Subgroup
- Post content to the NPC best practices Slack channel for review.
Learn more about this project.
Nonprofit Cloud Best Practices group photo, Virtual Sprint 2025
8. NPSP Data Kit for Data Cloud
This new group is building Data Cloud functionality, including a DataKit for the NPSP, including different use cases to enable the NPSP user to explore using Data Cloud.
Work performed at the Sprint:
- Decided on a plan of action.
- Started identifying the objects and fields to include in the data kit.
- Engaged in extensive conversations to establish best practices.
Next Steps:
- Share with the larger team for comments.
9. Sprinty’s Community Resources: Curated community content to help nonprofits find what they need, fast!
Sprinty’s Community Resources (SCR) is a curated site for the nonprofit and education community where people can share resources that have been helpful to them and benefit from the experience of others. SCR includes hundreds of blog posts, Trailblazer Community conversations, online videos, and much, much more.
Work performed at the Sprint:
- Created and added topic descriptions.
- Brainstormed potential new topics.
- Curated new submissions.
- Began auditing site resources.
Next Steps:
- Continue refining topics and requesting new submissions.
Join Sprinty’s Community Resources group in the Trailblazer Community to ask questions or get involved. Learn more about this project!
Sprinty’s Community Resources group photo, Virtual Sprint 2025
10. Summit Events App (SEA): Community-built event management solution for Nonprofits and Schools
Summit Events App is an end-to-end event management solution for everyone. SEA provides customizable event management, making registration, receipts, confirmation, and reporting easier and integrated with Salesforce.
Work performed at the Sprint:
- Provided instructions on installing and using the Summit Events App.
- Set up over 12 testing orgs and created multiple events.
- Discussed use cases for agentifying SEA, prioritizing building events as the internal use case.
- Received instructions on setting up duplicate and matching rules in SEA.
- Began testing and addressed questions.
- Built an MVP of an internal scheduling agent for Summit Events App and developed a proof of concept (AI Team).
- Tested matching rules on non-person and person accounts, uncovering issues for review (Testing Team).
- Developed a testing approach and plan for matching with person accounts.
- Built out a proof of concept (Map Team).
Next Steps:
- Address issues found during testing and follow up with the testing team as needed.
- Reach out to volunteers to build out more details on use cases for Summit Events.
- Conduct additional testing of Map LWC for future release.
- AI team to work on their roadmap between now and the Vancouver Sprint, or start with it at the Vancouver Sprint.
Join the Commons Project: Summit Events App group in the Trailblazer Community to ask questions or get involved. Learn more about this project!
11. Unsubscribe Link
Send an email to anyone from inside Salesforce and include an unsubscribe link right in the email! This application identifies contacts and leads associated with a given email address and flags them as “Email opt out.” It also generates an Unsubscribe (custom object) record to facilitate tracking of unsubscribes over time.
Work performed at the Sprint:
- Created Visualforce templates and test templates.
- Added stages and a progress bar to the setup flow.
- Resolved bug 126 and documented a workaround.
- Documented the process for adding fields for leads and contacts.
- Created 2 reports and useful reports for users and admins.
- Developed a plan to solve the open flow issue related to org-wide email addresses.
- Created a test org for security review.
- Created content and a draft marketing video for the new AppExchange listing.
- Revised instructions document.
- Edited description for unsubscribe object.
- Fixed bug in permission set.
- Made flow improvements and added alerts for admins.
- Added help text for changing the company name.
- Confirmed the utility of setup flows for configuration guidance.
Next steps:
- Final reviews.
- Release.
- Follow-up meeting.
- Standardize error email recipients across all flows and evaluate using Error_Email_Recipient__c.
Learn more about this project!
What’s next?
Upcoming Events:
- Register for the Vancouver Sprint - Sept 10-11
- Join the Commons & Sprint group in the Trailblazer Community and be the first to hear about where we’ll be Sprinting next.