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Salesforce Agentforce for Nonprofits

Nonprofits are constantly faced with the challenge of meeting growing demands with limited resources and inefficient processes. When your constituents need help or information, you want to make it fast and easy for them to get the answers they are looking for. With Salesforce Agentforce, you can boost your Salesforce org by integrating autonomous AI agents that can streamline workflows, reduce costs, increase operational efficiency, and improve your constituent experiences all at once! Let’s take a look at how Agentforce can improve your nonprofit today!

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The Agentforce Difference

Agentforce is one of Salesforce's latest AI tools that works directly within your Salesforce org, using the data and context of your nonprofit, to become a true extension of your team. By setting up some instructional guidelines, Agentforce can autonomously analyze a given situation or request and take action without the need for programming specific responses or actions to take. Agentforce can take on complex workflows, and, with just a small amount of setup, can even walk constituents through multi-step processes and run existing flows.

Empowering Your Nonprofit

Nonprofits often have limited budgets and small teams, making it very difficult to scale operations and ensure all constituents are being attended to in a timely manner. With Agentforce and Nonprofit Cloud, you can empower your organization to handle cases through AI without the need for additional staffing.

Program Management

Let's talk about a use case for nonprofits. For example, imagine a nonprofit that provides classes to help members of the community enter the job market. Agentforce agents can use the existing course catalog in your system to provide information to community members. Visitors asking for information on the classes can instantly find information on the classes and even sign up for them directly from the chat! With natural language prompt templates, admins can guide Agentforce to workflows that already exist in the system to allow these class signups with no human intervention and no additional training! With this extra power, this org would be able to free up time for staff to handle other duties without missing a beat, allowing for the potential to scale community impact. 

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Getting Started with Agentforce

Agentforce is available for existing Salesforce customers with Enterprise edition and higher. It can be installed directly from your Salesforce org by activating Salesforce Foundations for free. While pricing for the agents begins at $2 per conversation, the first 1000 conversations are free. Of course, if you are concerned about your ROI with Agentforce, you can use the ROI calculator from Salesforce to see how much money you’ll save in the long run!

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Conclusion

If your nonprofit is looking to grow, Salesforce's Agentforce is a game-changer. The tools are simple enough that if you can build a Salesforce flow, you can implement Agentforce. If your service team relies on case management, Agentforce can help automate almost any of those processes. From reducing staffing needs to improving quality of service, there are many ways in which Agentforce can help you innovate and become a more efficient and effective organization.

If you're interested in implementing Agentforce in your Salesforce org, please contact us at DB Services and we'd be happy to help!

Need help with your Salesforce digital transformation? Contact us to discuss Salesforce consulting, implementation, development, and support!

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Kevin Boehle

Kevin is a Certified FileMaker and Salesforce developer who is both creative and friendly in his approach to solving client issues. He is motivated by a good challenge and works diligently to produce excellent results in a timely fashion.