A clear path from first conversation to a working system.
We work through six stages with your team. Each one ends with something you can see and check before we move on.
Six stages.
Timing depends on your scope, data and decisions. We agree on it at the start.
Discovery
We learn how your organization runs today: your scholarship programs, how donors give, how families apply, who decides awards and what you report, and to whom.
You receive: a written scope and plan.
Salesforce setup
We help you establish your Salesforce environment, or review the one you have, including guidance on applying for Salesforce's nonprofit licenses where your organization may qualify.
You receive: a Salesforce environment your organization owns.
Data model & configuration
We deploy the scholarship data model and configure record relationships, page layouts, permissions, dashboards and automation to match the plan.
You receive: a configured system to review with your own programs in it.
Portals & integrations
We configure your donor and applicant portals with your branding, programs and application windows, and connect them to Salesforce.
You receive: working portals and QR codes, ready to test.
Testing & training
Your team tests the full process in a sandbox, a separate copy of Salesforce where nothing affects real records, and we train administrators and staff on their day-to-day work.
You receive: trained users and a tested system.
Launch & support
We help you go live, watch the first weeks closely, and continue with ongoing support and enhancements as your programs grow.
You receive: a live system and a team to call.
Your nonprofit may qualify for donated Salesforce licenses.
Salesforce runs a nonprofit program, called Power of Us, for eligible organizations. As Salesforce describes it today:
- 10 donated Enterprise Edition licenses, free of charge, that do not expire
- A choice between Salesforce's Nonprofit edition and its Sales and Service edition
- Discounts on additional licenses, products and services
- One donation per organization, with a tax ID and proof of nonprofit status, such as a 501(c)(3) letter, required to apply
Source: Salesforce Help, "Power of Us (P10) Application for Nonprofit Organizations and Educational Institutions," published October 16, 2026.
Practice and test without touching real records.
A sandbox is a separate copy of your Salesforce environment. Staff can learn on it, and every change we make is tested there before it reaches the records you work in. Salesforce's Enterprise Edition includes sandboxes; we confirm what your licensing provides during setup and configure one for training and testing where it does.
Training
New staff and committee members learn on realistic demonstration data.
Testing changes
New fields, flows and reports are proven before they go live.
Trying ideas
Evaluate a new program or process without risk to current work.
Training for the people who use it.
Administrators
Managing users and permissions, adjusting fields and layouts, building reports.
Program staff
Reviewing applications, preparing awards, recording payments.
Development staff
Working with donors, gifts and year-end acknowledgments.
Committees and boards
Reviewing applications and reading the dashboards that matter to them.
Common questions.
We already have Salesforce. Can you work with it?
Usually, yes. We review your existing environment during discovery and plan how the scholarship data model fits alongside what you already use.
Do we need a Salesforce administrator on staff?
No. We train someone on your team to handle everyday administration, and ongoing support covers the rest.
Can you move our existing records into Salesforce?
Yes, as a scoped part of the project. Data migration is quoted separately because it depends on how much data you have and where it lives today.
Who owns the Salesforce environment?
Your organization. The subscription is between you and Salesforce, and your records stay yours.
What about the portals if we stop working together?
The portals are a hosted service we run for you, so they would end with the service. The records they created (families, students, applications, donors, gifts and documents) are synced to your Salesforce environment, which stays with you. On request, we export anything held only in the portal database.
Do you keep administrator access to our Salesforce?
No. We work under an administrator login your organization grants during implementation. When training is done you can deactivate it, and reactivate it if you want us back later. The portals connect through a separate integration user with only the permissions the sync needs, so turning off our login does not affect them.
Start with a discovery conversation.
Tell us where you are today and we will outline what implementation would involve.