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NPSP to Agentforce NonProfit: Migration Strategy, Risks & Considerations

Jul 29, 6:00 – 7:30 AM (UTC)

Salesforce Nonprofit User Group, Sydney, Australia

This session addresses key considerations for legacy Salesforce NPSP users evaluating migration to Agentforce Nonprofit. Presenters from AlphaSys will discuss the technical and operational aspects of migration, helping organisations understand what to expect when planning a transition. Topics covered: Migration challenges, Functionality changes compared to NPSP, Historical data and reporting

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About this event

This session addresses key considerations for legacy Salesforce NPSP users evaluating migration to Agentforce Nonprofit. Presenters from AlphaSys will discuss the technical and operational aspects of migration, helping organisations understand what to expect when planning a transition.

Topics covered:

• Migration challenges – Technical and operational hurdles encountered during transition

• Functionality changes compared to NPSP – New features, improvements, and workflow adjustments

• Historical data and reporting – Data preservation, transformation, and reporting structure impacts

• Existing systems and processes – Integration points, automation changes, and operational impacts

• Training and cost considerations – Resource requirements, user adoption, and total cost of ownership

AlphaSys Fundraising Default Design

A demonstration of AlphaSys's Fundraising Default Design built on Agentforce Nonprofit, covering core fundraising functions common to Australian fundraisers. This will illustrate how pre-built configurations can impact migration timelines and resource requirements.

This session is intended to support informed decision-making on migration timing, approach, and resource planning.

Speakers

  • Justin Yoon

    Alphasys

    Managing Director

  • Mei Liew

    Alphasys

    Head of Data & AI Services

  • Ben Drew

    Alphasys

    Head of Sales & Marketing

Group Leaders

  • Anand Marathe

    Atlas Consulting

    Community Group Leader

  • Deborah Warner

    Australian Cancer Research Foundation

    Community Group Leader

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