Fundraising and donor relationships
Prepare donor briefings, organise relationship context and draft stewardship communications using relevant information your team is authorised to access.
CLAUDE FOR NONPROFITS + SALESFORCEPut Claude to work
Put Claude to work
in your nonprofit's
Salesforce workflows.
Claude can help your team with fundraising, research, communications and everyday operational tasks. Zenyus AI helps you securely connect relevant data in your Salesforce environment.
Claude's nonprofit skills. Your Salesforce context. Workflows built for your team.
Your Salesforce environmentYour AWS or Google Cloud account
Donor Briefing AssistantClaude on Your Cloud
ILLUSTRATIVE WORKFLOW
Prepare a short briefing for my upcoming donor conversation.
Donor conversation brief
Review before useGiving context
Summarises approved donation and engagement history from Salesforce.
Relationship highlights
Surfaces relevant touchpoints already recorded in Salesforce.
Useful next questions
Drafts talking points for a fundraiser to check and personalise.
Grounded in approved Salesforce fields · Read-only
Concept illustration, not a live donor record or production feature screenshot.
Claude on Your Cloud
✓ Claude's nonprofit skills
✓ Your Salesforce context
✓ Workflows built for your team
Your cloud. Your governance decisions.
Connect through the cloud account you control.
We configure the integration layer in your organisation's AWS or Google Cloud environment. Claude uses a supported managed model service. Data handling and processing arrangements depend on the selected services and configuration.
Deployment route 01
AWS + Amazon Bedrock
Use your AWS account for the integration, IAM permissions, monitoring and access to supported Claude models through Bedrock.
Deployment route 02
Google Cloud + Claude
Use your Google Cloud project, permissions and supported managed Claude model access. Model and region availability are checked before build.
Authorised staff→Approved Salesforce data→Your cloud integration→Claude→Staff-reviewed answer
Your Salesforce ORG remains the system of record. Only the information needed for the agreed workflow should be accessed and passed to Claude.
Useful AI, not another tool
Make AI useful for the work your team already does.
Nonprofit teams handle a lot: researching funders, preparing donor meetings, writing reports and keeping supporters informed.
Claude for Nonprofits brings AI skills designed around many of these tasks. Zenyus helps you identify where they can be useful in your organisation and, where Salesforce information is needed, configure an integration with approved Salesforce data.
The aim is simple: make everyday work easier, give staff useful AI support and keep people in control.
Claude for Nonprofits
What could Claude help your team do?
Research and reporting
Explore funding opportunities, organise research findings and prepare report drafts using approved information and supporting sources.
Marketing and communications
Plan campaigns, draft content in your organisation's voice and review communications before they reach your supporters.
Everyday nonprofit operations
Support tasks such as preparing board materials, organising internal knowledge and drafting staff resources.
The exact capabilities depend on the Claude skills, connected tools and workflow configured for your organisation.
Your Salesforce, connected with care
Bring Claude into the Salesforce work your team relies on.
Your Salesforce environment already holds important information about donors, donations and engagement. Zenyus helps you connect selected Salesforce information to a Claude-powered workflow, so the output can be relevant to your team's work rather than relying only on information entered manually.
01
Choose the task
Identify where AI could help your team save time or work more effectively.
02
Connect the right information
Agree which Salesforce records and fields the workflow needs.
03
Put Claude to work
Configure the integration and shape the workflow around your team's needs.
04
Review and improve
Test the results, train users and keep staff responsible for decisions.
Your Salesforce ORG remains the system of record. Only the information needed for the agreed workflow should be accessed and passed to Claude.
Start with a practical use case
Meet the Donor Briefing Assistant.
Imagine a fundraiser preparing for an important donor conversation.
Instead of gathering information from multiple Salesforce records, they request a briefing. Claude uses the approved information available through the configured integration to prepare a summary for the fundraiser to review.
The result: less manual preparation and more time for meaningful donor relationships.
The initial Quick Start uses a focused, read-only workflow. It does not automatically update donor records or send communications.
Explore the Donor Briefing AssistantTHE FIRST WORKFLOW
Less manual preparation. More time for meaningful donor relationships.
“Help me prepare for my donor meeting using information already recorded in Salesforce.”
Claude uses the approved information available through the configured integration to prepare a summary. The fundraiser reviews it before acting.
Read-only by designApproved fieldsStaff in control
A focused implementation
Claude on Your Cloud
A focused implementation for nonprofits ready to put one AI workflow into practice.
Estimated delivery
Approx 8 weeks, subject to technical prerequisites, approvals and agreed scope.
Included in the proposed package
- An AI use-case and Salesforce data-readiness workshop
- One agreed Claude-powered workflow
- Connection to up to three approved Salesforce objects or reports
- Integration configuration in your AWS or Google Cloud environment
- Permission, security and response-quality testing
- Enablement for up to 10 nominated users
- Technical documentation and handover
Delivered by a Salesforce CTA-led team and Claude Partner Network member.
Cloud and model usage, applicable licences and optional ongoing support are separate costs. We confirm the implementation scope and quote before work begins.
Questions worth asking
Frequently asked questions
We'll discuss the relevant Claude capabilities, integration requirements and a practical implementation approach.
Can Claude for Nonprofits work with Salesforce?
Claude for Nonprofits provides nonprofit-focused skills and supported connectors. Salesforce requires a suitable integration to make approved org data available to a workflow. Zenyus assesses and configures that connection based on your requirements.
Do we need to change how we use Salesforce?
The Quick Start is designed around your existing Salesforce environment. We assess the current setup, data access and technical prerequisites before agreeing on the workflow.
Can we automate tasks beyond donor briefings?
Definitely yes. Claude can support different nonprofit tasks, but each Salesforce-connected workflow needs to be assessed for its data requirements, permissions and suitability. The standard Quick Start includes one scoped workflow.
Where does the integration run?
The integration layer is configured in your organisation's AWS or Google Cloud environment. Claude uses a supported managed model service. Data handling and processing arrangements depend on the selected services and configuration.
How do we get started?
Book a consultation with Zenyus. We'll discuss your current Salesforce environment, the work you'd like AI to support and the most suitable first use case.
Success story
Education Cloud, delivered over a weekend
Friday, 4pm.
A customer from our network calls asking for a demo of an Education Cloud — not just the core cloud, but separate experience cloud portals on top of it to showcase end to end experience.
TimelineApprox 8 weeks
Portals04
OutcomeLive demo
Let's explore what Claude could do
Claude for Nonprofits, connected to the work your team already does.
Tell us how your nonprofit uses Salesforce org and which tasks you'd like AI to help with. We'll discuss the relevant Claude capabilities, integration requirements and a practical implementation approach.
✓ Identify a task where Claude could help
✓ Check Salesforce and cloud prerequisites
✓ Discuss the Quick Start scope and quote
Book a Claude on Your Cloud consultation
Share your details and we will follow up with the right next step.
Prefer to reach out directly? hello@zenyus.ai