Saleforce.org Essentials Desk: Support Resources

Welcome to the Essentials Team!

Innovation is at the heart of Salesforce. In order to better meet our customers’ needs, we created a new team of Account Specialists called “.Org Essentials” dedicated to supporting customers like you! Rather than one Account Executive, you now have a whole team available to support your organization’s account needs so you can focus more on your mission.

Below you’ll find a curated list of resources that are top of mind for our Essentials customers.


Power of Us Grant

We understand the importance of accessibility. That's why we offer discounts and donated CRM licenses to qualifying 501(c)3 and 501(c)4 organizations through the Power of Us program.

Applying for Power of Us is simple. Head over to the Power of Us Portal, set up your Trailblazer ID, and submit your application. Make sure to have your IRS Letter of Determination and (if applicable) your State Tax Exemption paperwork ready for verification. Once you are approved, you’ll log back into the Portal and request which product you want. Click here for answers to frequently asked questions about the application process.


Training and Support

Implementing Salesforce effectively is crucial to your organization's success. We strongly recommend that you work with a certified Salesforce partner who specializes in nonprofit implementation, customization, training, and ongoing support. Use our Partner Finder Tool to find the right partner for your organization.

Premier Success offers comprehensive support plans designed specifically for nonprofits. Gain access to features like Service Level Agreements (agreements on how quickly we will get back to you), direct phone/email access, exclusive webinars, personalized success paths, and more.

Can't find the answer you're looking for? Our Technical Support team is available to assist with any technical issues or troubleshooting. Log a case with them in the Help & Training portal, which also offers a wealth of self-help resources including articles, videos, and webinars covering various topics.

Below are the most commonly referenced resources:

• Power of Us Program Application (Help page)
• Power of Us Program License Transfer (Help page)
• Salesforce.org Trial Password Reset (Help page)
• Salesforce.org Expired Trial Extension (Help page)
• Organization Replacement (Help page)
• Student Licenses (Help page)
• Customer Billing Contact/Billing Address Update (Help page)
• Support Case for Active Account Password Resets (Help page)
• Manage Your Salesforce Account (Help page)
• Active Org Login Issues - Contact Support (Help Page)

For personalized assistance, our customer support phone line is available. Simply dial 1-800-667-6389 to connect with a representative who can address your inquiries directly.

For further assistance or inquiries, don't hesitate to reach out to our dedicated team:

• US, Canada: PowerOfUSDesk@salesforce.com 

We're here to support you every step of the way, ensuring your nonprofit achieves its goals.
 

Upcoming Events
Participate in our monthly Ask Me Anything sessions or Salesforce Nonprofit Campfires for valuable insights, best practices, and hands-on workshops.

Product Add-ons

Enhance your Salesforce experience with our range of add-on products:
 

• Salesforce Engagement: Seamlessly engage with supporters, track interactions, automate outreach, and gain actionable insights.
• Marketing Cloud Engagement: Elevate your marketing efforts with advanced automation directly integrated into Salesforce.
• Grantmaking Solution: Streamline outbound funds management to focus more on mission-driven work.
• Experience Cloud: Transform volunteer, donor, and member experiences with customizable solutions tailored to your organization's needs.
• Case Management Solution: Enable personalized engagement and efficient case status tracking. Dive deeper into its capabilities with comprehensive documentation, demos, and training materials.
• Salesforce Shield: For organizations with extra security and compliance requirements, Salesforce Shield offers essential features including encryption, field audit trail, event monitoring, and Einstein data detect.
• Slack: We offer donated and discounted Slack workspaces to nonprofits based on workspace size. Apply for the discount to enhance collaboration and communication within your organization.

Additional Resources

• Salesforce forms
• Salesforce reports & dashboards
• Volunteer Management Module (V4S)
• Program Management Module
• Data import wizard
• Quickbooks/Salesforce integration
• Pro bono services
• NPSP Documentation
• Nonprofit Cloud Documentation
• Check out our AppExchange for all the apps and solutions we integrate with!