Salesforce optimisation and automation for nonprofits
You have Salesforce but it is underused, full of dirty data, and staff have given up on it — its potential as a relationship management tool is almost entirely untapped.
What you'll achieve
A clean, well-configured Salesforce instance that your team actually uses, with automated workflows that reduce manual admin and improve data quality.
How a Nonprofit Builder consultant helps
- Audit your current Salesforce setup, identify quick wins and structural improvements, implement optimisations and automation, clean your data, and retrain your team.
Key deliverables
- Salesforce audit report, optimisation and automation implementation, data cleaning, updated user profiles and permissions, staff training session, admin documentation.
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Often paired with
From the resource library
Free tools and guides to get started
- 12.1C155
The Charity Digital Code of Practice 2025
A voluntary code of good practice that helps UK charities benchmark digital progress and make digital decisions. It sets out 8 principles: leadership, user led, culture, strategy, data, skills, risk and ethics, and adaptability. Separate editions exist for charities with income above and below £1 million. The 2025 update adds a data principle, AI guidance across all principles, tips on buying digital tools, and stronger cyber security and accessibility sections.
Start hereCurrentKey manual or guideFree - 12.2C157
Responsible Data Handbook
A handbook on the ethics and risks of collecting and using data about people in international development work. It follows the project lifecycle: designing a project, managing data, getting, understanding and sharing data, and closing a project. Chapters can be read alone or in sequence. A team of 12 practitioners wrote it in a 3-day book sprint. It is free under a CC BY-SA 4.0 licence.
Start hereClassicKey manual or guideFree