Your Salesforce, Faster
Solutions / Charities & nonprofits / Your Salesforce
Nonprofit Cloud changes in hours, on a small-team budget.
Most charities have one Salesforce admin — or none — and a backlog of “small” changes. The CRM Data & Metadata agent turns written requirements into reviewed, documented configuration, so your CRM keeps up with your programmes.
CRM Data & Metadata Agent
From “we need to track this” to a deployed change
Describe what your team needs in plain language or upload a requirements document. The agent designs the objects, fields and permissions, checks them against your existing org, and prepares a deployment you review first.
- Generates complete schema from a whole requirement
- Checks dependencies and duplicates against your org
- Documents every component it creates
- Export to Excel or Word for review and sign-off
- Web-based — no developer tools to install
Typical charity requests
- Tracking a new programme and its outcomes
- Grant and restricted-fund reporting fields
- Volunteer shifts, skills and availability
- Permission sets for a new team or partner
The foundation for every agent
AI is only as good as the CRM underneath it.
Before any agent goes live, 360Asklogix makes sure your Salesforce is ready for it.
Data & consent check
Duplicates, contact preferences and Gift Aid data in shape before agents use them.
Nonprofit Cloud roadmap
A clear plan for moving to, or getting more from, Salesforce’s nonprofit data model.
Licence & cost review
Make the most of nonprofit pricing and avoid paying for what you don’t use.
PMO-led governance
Clear ownership, health metrics and reporting so trustees can see progress.
Still on NPSP?
Plan your move to Nonprofit Cloud at the right time, without losing data or reporting.
What’s sitting in your Salesforce backlog?
Share your top three requests and we’ll show you how fast they could ship.
