Salesforce Consulting for Nonprofits

DNL OmniMedia is your expert Salesforce partner, ready to handle all of your nonprofit’s needs.

Custom Implementation & Optimization to Maximize Your Mission

Unlock the Full Potential of Salesforce for Your Nonprofit

⚠️ Important Update: Salesforce Workflow Rules and Process Builder Retirement: Salesforce has announced the retirement of Workflow Rules and Process Builder, effective December 31, 2025. To maintain and future-proof your automation capabilities, all organizations must transition to Flow before this deadline.

Need guidance on your next steps? We’re here to help you navigate the shift to Flow with confidence.

Explore Our Solutions

From strategy to implementation and ongoing support, we tailor Salesforce to fit your nonprofit’s needs. Discover how our services can help you streamline operations, improve donor engagement, and maximize fundraising impact.

Strategy & Technology RoadmapsMoreLess

Ensure your Salesforce investment aligns with your nonprofit’s mission.

We help you build a technology roadmap that optimizes fundraising, donor engagement, and program tracking.

Salesforce Platform Consulting – Evaluate your organization’s needs and develop a tailored strategy.
Fundraising & CRM Strategy Alignment – Improve donor engagement and fundraising outcomes through data-driven insights.
Program & Grant Management – Track programs, measure impact, and ensure compliance.
Salesforce Health Checks – Identify inefficiencies, optimize configurations, and improve performance.

System IntegrationMoreLess

Seamlessly connect Salesforce with the tools your organization relies on.

Our team ensures smooth data flow between all your platforms to improve efficiency.

Install & Configure Standard Apps – Set up, optimize, and integrate third-party tools, such as donation platforms, event management software, and email marketing systems.
Enhance Existing Integrations – Leverage automation and set workflows to improve how systems communicate.
Custom API Development – Build advanced integrations for real-time data syncing between Salesforce and external platforms.

Automation & Workflow OptimizationMoreLess

Save time and reduce errors with intelligent automation.

Our experts help nonprofits streamline operations with Salesforce automation tools.

Salesforce Flow Design & Implementation – Reduce manual processes by automating donor engagement, volunteer tracking, and program updates.
Process Builder Migration – Transition from legacy automation tools to more efficient solutions.
Email & Donor Stewardship Automation – Send personalized donor acknowledgments, engagement updates, and renewal reminders automatically.
Recurring Data Updates & Cleaning – Keep records accurate, clean, and up to date.

Analytics & ReportingMoreLess

Turn data into actionable insights.

We create powerful reports and dashboards to help you measure success and make informed decisions.

Custom Dashboards & Reports – Get real-time insights into donor behavior, fundraising performance, and program impact.
Impact Analytics – Track key metrics to demonstrate effectiveness to stakeholders and funders.
Einstein AI for Nonprofits – Leverage predictive analytics to optimize outreach and donor engagement.
Tableau Reporting – Visualize and analyze complex data for strategic decision-making.

Data Management & MigrationMoreLess

Maintain accurate, clean, and accessible Salesforce data.

Our data management solutions help you maintain high-quality Salesforce records and ensure seamless transitions between systems.

Legacy CRM & NPSP to NPC Migrations – Securely move data from older systems, such as Salesforce NPSP, while preserving accuracy.
Duplicate Record Management – Identify and eliminate duplicate records to improve efficiency.
Data Audits & Cleanup – Regularly assess and optimize data quality for better reporting.
Historical Data Archiving – Establish a process to securely store past records without slowing down your system.

Configuration & CustomizationMoreLess

Tailor Salesforce to fit your nonprofit’s specific needs.

Team DNL will customize your Salesforce tools so you can track, manage, and analyze data in the most efficient way.

Nonprofit Cloud Setup – Configure Salesforce Nonprofit Cloud to align with your specific workflows.
Custom Objects & Workflows – Build unique structures tailored to your programs, donor management processes, and fundraising efforts.
Page Layout & User Interface Design – Optimize user experience with customized layouts.
Experience Cloud Portals – Create donor, volunteer, and member portals for easy access to information.

Custom DevelopmentMoreLess

Unlock the full potential of Salesforce with advanced customizations.

We build bespoke solutions that go beyond standard configurations.

Apex Customization – Implement advanced coding solutions for complex needs.
Visualforce & Lightning Web Components – Develop tailored user experiences within Salesforce.
Custom API Development – Enable real-time data exchange across multiple systems.
Sandbox Management – Safely test new features before rolling them out.

Ongoing Salesforce SupportMoreLess

Ensure long-term success with expert support.

We help nonprofits stay updated, secure, and fully optimized.

Post-Implementation Support – Get expert help as your needs evolve.
Salesforce Release Management – Stay ahead with the latest Salesforce updates.
Role-Based Training – Ensure staff understands and utilizes Salesforce effectively.
Compliance & Security Updates – Keep your system secure and aligned with nonprofit regulations.

Click here to contact DNL OmniMedia and learn more about our Salesforce consulting services for nonprofits.

Optimize Your Nonprofit with Salesforce-Powered Solutions

As a Salesforce Cloud Alliance Partner, DNL OmniMedia provides expert Salesforce consulting, implementation, and support for midsized, large, and enterprise-level nonprofits.

With 140+ years of combined experience, we help organizations streamline operations, improve donor engagement, and increase fundraising efficiency with customized Salesforce solutions.