Beaufort 12 for nonprofits

More time for
your mission.

Bring supporter emails, event activity and documents closer to the people who need them. Connect the tools your nonprofit uses to Salesforce, and put your team’s time back where it matters.

Let’s talk about your nonprofit Explore use cases

Salesforce integrations for the tools you already use.

One relationship. More context.

A supporter’s storyConnected in Salesforce

Engaged with your latest appealEmail activity, alongside their record.

Attended your fundraising eventEventbrite attendance in Salesforce.

Relevant documents, within reachAccess linked files held in Dropbox.

A clearer picture for the next conversation.

Illustrative journey across connected products.

Good connections. Greater possibilities.

Bring the work together.
Move your mission forward.

Choose the connections your team needs, from everyday communications to your next automated workflow.

More relevant emails.

Use Salesforce data to build your email audiences. Bring engagement back, so your team can follow up with context.

Connect your communications

Events with a next step.

Bring Eventbrite events, registrations and attendance into Salesforce. Turn an event into an ongoing relationship.

Connect your events

Files in the right place.

Work with Dropbox documents alongside Salesforce records, from grant applications to programme paperwork.

Connect your documents

Less routine admin.

Give Agentforce agents and Salesforce Flows practical actions, helping your team move from a request to the next step.

Explore Agentforce

Your tools. One connected flow.

One new supporter.
A warmer welcome.

From a fundraiser registration to a personal welcome, see how Salesforce Flow can help your team build lasting supporter relationships.

Supporter welcome flowRecord-triggered flow · Interactive example

A supporter’s journey starts here

Ready to nurture a new supporter relationship

The triggerExample data

A first fundraiser.
A new connection.

Jordan signs up for your food bank fundraiser on Eventbrite. Their attendee record is created in Salesforce, ready for your team to welcome them.

Jordan TaylorNew supporter · Event attendee

Created

Event: Community food bank fundraiser
Registration: Confirmed
Salesforce owner: Sam Morgan

Turn an event registration into the start of a supporter journey.

The welcomeExample data

Welcome them to
your cause.

Add Jordan to the New supporters list in Emma and start your configured welcome journey, introducing your mission and ways to get involved.

New supportersJordan Taylor added

Joined

Supporter welcome · Email 1Together, we can
help more families.

Hi Jordan, thank you for signing up for our fundraiser. Meet the volunteers helping local families and discover how you can get involved.

See our community at work

Help new supporters feel part of your mission from day one.

The workspaceExample data

Supporter files.
Ready for the next step.

Create Jordan’s supporter folder in Dropbox, with subfolders for event information, thank-you letters and supporter notes, linked to their Salesforce record.

Jordan TaylorSupporters / Jordan Taylor

Event information Created
Thank-you letters Created
Supporter notes Created

Connected to Jordan’s Salesforce record

Keep the details together as your supporter relationship grows.

Supporter careExample data

A personal thank-you.
A stronger relationship.

Let Sam in supporter care know a new supporter has registered. As Jordan’s Salesforce record owner, Sam receives the details in Slack to plan a personal thank-you.

Sam MorganSupporter care · Salesforce record owner

Supporter welcomeAPPJust now

New supporter: Jordan Taylor
Registered for Community food bank fundraiser.

Added to New supporters in Emma
Supporter welcome journey started
Supporter folder and subfolders ready

Sam, a personal hello would help Jordan feel welcome before the event.

View Salesforce record

Give supporter care the context to build a lasting connection.

Step 1 of 4 · A supporter registers

Four apps. One supporter journey. More time for your mission.Illustrative workflow

Your Salesforce admin configures the flow, Emma journey, connected apps and permissions. This example uses fictional data.

Built around your day

Real work. Better connected.

Explore what these connections could look like for your nonprofit.

Supporter engagement

The right message.
A more personal connection.

Build an audience using supporter information already in Salesforce. Send a relevant appeal or impact update through your email platform, then see how people engage.

Help your team make the next conversation more relevant.

An example workflow

Start with your Salesforce data

Select supporters using the interests and relationships your team records.

Keep your email audience in sync

Use scheduled imports to update the audience in your connected email platform.

Bring engagement back

See email activity in Salesforce to help inform your follow-up.

Connect with Mailchimp, Emma or Campaign Monitor.

Fundraising events

The event ends.
The relationship continues.

From a community fundraiser to a supporter briefing, bring Eventbrite registrations and attendance into Salesforce so your team knows who took part.

Plan a more thoughtful thank-you, follow-up or next invitation.

An example workflow

Run your event in Eventbrite

Use your existing registration and event management tools.

Bring event activity into Salesforce

Connect events, registrations and attendance to your team’s work.

Build the next conversation

Use attendance data to help segment follow-up communications in Salesforce.

Connect with Eventbrite. Add your email integration for follow-up audiences.

Volunteer communications

Keep your volunteers
in the loop.

Use volunteer interests, locations or programme information held in Salesforce to create more relevant email audiences, from welcome messages to programme updates.

Spend less time rebuilding lists, and more time supporting your people.

An example workflow

Define your volunteer audience

Choose the Salesforce records and fields that describe each group.

Schedule your audience updates

Keep the connected email platform up to date as your Salesforce data changes.

Send relevant updates

Use your email platform for programme news, briefings and next steps.

Connect with Mailchimp, Emma or Campaign Monitor.

Grants & documents

Less time finding files.
More time moving forward.

Keep grant applications, agreements and programme documents in Dropbox, with access alongside the Salesforce records your team works with.

Bring the relevant documents into the flow of your team’s work.

An example workflow

Connect a record to its folder

Give your grant or programme record a place for its Dropbox documents.

Work with files from Salesforce

Access linked documents while the files remain stored in Dropbox.

Make repeat tasks easier

Configure supported actions to find files or create folders through Flow or Agentforce.

Connect with Dropbox for Salesforce.

Agentforce

A helping hand.
With the next step.

Use supported invocable actions to give your agents and flows something useful to do. Start with everyday tasks, like finding a document or creating a folder for a new programme.

Explore Dropbox actions

Actions vary by product. Your Salesforce admin configures the workflow and required access.

Two ways to get started

“Find the grant agreement
for this organisation.”

Search the connected Dropbox folderLocate the file and return a link using the connected user’s access.

Illustrative request · Requires a configured agent.

Start where it helps most

One connection today.
More possibilities tomorrow.

You don’t need to change everything at once. Begin with the everyday task that takes too much of your team’s time.

Choose your first use case.

A better email audience, a connected event or easier access to files.

Connect the tools you use.

Plan the setup around your Salesforce data, people and permissions.

Build on what works.

Add another connection or automate a repeat task when your team is ready.

Organisations making a difference

Different missions. Shared possibilities.

Let’s find your first connection

Your mission deserves
more of your time.

Bring your tools together in Salesforce. Explore the connections below, or tell us what your nonprofit needs. We’ll help you find a good place to start.

Talk to Beaufort 12 Start with your team’s real use case.

Mailchimp

for Salesforce

Email marketing

View product

Emma

for Salesforce

Email marketing

View product

Campaign Monitor

for Salesforce

Email marketing

View product

Eventbrite

for Salesforce

Events & attendance

View product

Dropbox

for Salesforce

Files & documents

View product

Xero

for Salesforce

Accounting · Beta preview

Ask about Xero

More time for
your mission.