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What is Agentforce 360 for Nonprofits?

Agentforce 360 for Nonprofits is Salesforce’s industry-specific CRM solution designed to help nonprofit organizations scale their mission-driven work. It brings together fundraising, program delivery, marketing, volunteer management, and grantmaking within a single, connected platform. By centralizing stakeholder data, nonprofits gain a comprehensive 360-degree view of donors, clients, volunteers, and partners. AI-powered Agentforce tools automate manual processes and deliver actionable insights to improve efficiency. Nonprofit Cloud supports impact measurement and outcome tracking across programs. Teams can collaborate seamlessly with shared dashboards and unified reporting. Built-in marketing and engagement tools personalize outreach and strengthen community relationships. Volunteer and grant management capabilities simplify coordination and oversight. The platform enables data-driven decision-making while ensuring secure and compliant operations. Salesforce’s ecosystem of partners and community resources further extends nonprofit capabilities. Organizations can adapt quickly to changing needs while sustaining long-term growth. Agentforce 360 empowers nonprofits to amplify their impact through smarter operations and trusted AI innovation.

What is Agentforce 360 for Financial Services?

Agentforce 360 for Financial Services is Salesforce’s comprehensive AI CRM platform tailored for the financial industry. It helps institutions become agentic enterprises by embedding autonomous AI into everyday workflows. The platform unifies data across banking, insurance, lending, and wealth management operations. Financial Services Cloud centralizes customer profiles, financial goals, and life events into a single connected experience. AI-driven automation enhances productivity for advisors, bankers, producers, and service representatives. Real-time insights enable teams to proactively recommend products and services aligned with customer needs. The system streamlines onboarding, compliance, and digital lending processes. Industry-specific solutions support retail banking, commercial banking, credit unions, property and casualty insurance, life insurance, and asset management. Built-in analytics measure ROI and uncover performance improvements. Agentforce empowers employees to focus on relationship-building rather than administrative tasks. The platform integrates seamlessly with Salesforce’s broader ecosystem and partner network. Agentforce 360 enables financial institutions to deliver personalized, data-driven experiences while accelerating growth.

Media

Media

Integrations Supported

Salesforce
CharityWeb
ClickFunnels
Collate
Deskpro
LearningCart
Momentum
Pillar Security
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Slack
Slemma
Snappii
Systems for Good
WizeHive Zengine
Workato
Xero

Integrations Supported

Salesforce
CharityWeb
ClickFunnels
Collate
Deskpro
LearningCart
Momentum
Pillar Security
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Slack
Slemma
Snappii
Systems for Good
WizeHive Zengine
Workato
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$36 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/nonprofit/

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/financial-services/

Categories and Features

Community

Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Volunteer Management

Attendance Management
Calendar Management
Event Management
Group Management
Member Directory
Membership Management
Recognition Management
Registration Management
Scheduling
Self Service Portal
Training Management
Volunteer Profiles

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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