Salesforce for charities, looked after by people who know NPSP

Support, development and improvements for your Salesforce org, from NPSP and Nonprofit Cloud to Flow, integrations and Agentforce. Specialists from East and West Africa, working UK hours.

What we do in Salesforce

From small fixes that have been waiting months to bigger pieces of work your team doesn't have time for.

Support and admin

User requests, fixes, new fields and page layouts, permissions, and keeping on top of Salesforce's releases.

NPSP and Nonprofit Cloud

Donations, recurring giving, Gift Aid processes, households and relationships, volunteers and programmes.

Flow and automation

Automations built in Flow, and older Workflow Rules and Process Builder automations moved across before they cause problems.

Development

Apex, Lightning Web Components and custom objects when configuration alone won't do it, built and documented for your team.

Integrations and data

Connecting fundraising, payment, email and website tools, data migration, deduplication and clean-up.

Reporting and Agentforce

Reports and dashboards your trustees can read, and practical use of Agentforce and AI where it saves real time.

Two ways to work with us

Whichever you choose, you get one accountable account lead, English-law contracts and people working UK hours.

Embedded in your team

A Salesforce specialist who joins your team for as long as you need them, takes direction from you and gets to know your setup inside out.

  • Best for a programme of work or a gap in your team
  • 14-day risk-free trial, then a simple monthly fee
  • Contracts, HR and payroll handled by us
Find a Salesforce specialist

On hand when you need them

A named specialist you can call on for fixes, changes and questions, without a full-time hire.

  • Best when Salesforce is running but needs looking after
  • The same person each time, who knows your setup
  • Start with a Health Check so nothing is a surprise
Talk to us about support
Salesforce Health Check

Know what's in your org before you change it

Salesforce orgs tend to grow over years, through several admins and partners. Our Health Check is a fixed-scope review that tells you what's working, what's at risk and what to fix first.

What we look at

  • NPSP or Nonprofit Cloud settings and how your data model is used
  • Automations, including any Workflow Rules and Process Builder still running
  • Data quality: duplicates, incomplete records, how data gets in
  • Profiles, permission sets and sharing
  • Integrations and installed packages
  • Licences and how they are used
  • Reports and dashboards

Salesforce questions

Do you work with NPSP or Nonprofit Cloud?

Both. Many charities still run the Nonprofit Success Pack (NPSP). If you're weighing up a move to Nonprofit Cloud, we can help you decide whether it's worth it, and when.

We still have Workflow Rules and Process Builder. Is that a problem?

Salesforce has retired both in favour of Flow, so they no longer get fixes. We'll find what you have, check what each one does, and rebuild what you need in Flow.

Can you take over from our previous partner or admin?

Yes. We start with a Health Check so we understand your org properly before we change anything.

Can you work alongside our in-house admin or another partner?

Yes. You can use us to add capacity or skills your team doesn't have, such as Flow, Apex or integrations, while your admin carries on with day-to-day support.

What experience and certifications do your specialists have?

We share each person's experience and Salesforce certifications before you meet them, so you know exactly who you're getting.

What hours do they work?

Our specialists are 0 to 3 hours' difference from the UK across East and West Africa, and work hours that overlap with your team's.

Tell us about your Salesforce org

What's on the list that never gets done? Tell us, and we'll reply within 24 hours.