Duplicate records
Disconnected tools
Reports nobody trusts
More than the Nonprofit Success Pack
The freeze covers a whole family of legacy managed packages, not one product. If your organisation runs any of these, the same when-not-if question applies - and we assess them together, as one estate.
Nonprofit Success Pack
Nonprofit Cloud Case Management
Program Management Module
Grants Management
Outbound Funds
Volunteers for Salesforce
Agentforce and everything Artificial Intelligence
Every new capability lands on the new platform, none on the old one.
One data foundation
Fundraising, programmes, grants and volunteers on a single, trusted model.
A platform that keeps improving
Built for the next decade rather than standing still.
Nonprofit Success Pack
Agentforce Nonprofit (formerly Nonprofit Cloud)
Frozen March 2023
Active roadmap
A series of managed packages
Built on the Salesforce core
Custom objects on Sales Cloud
Standard objects, purpose-built
Apex code and workflow rules
Flows and shared industry components
Household-based contacts
Person accounts, with households optional
Feature scope
Fundraising and stakeholders
The full mission - fundraising, programmes, case management, grants and volunteering
Artificial Intelligence
None
Agentforce built in
New Salesforce nonprofit investment
None
All
The Artificial Intelligence case, plainly
The starkest row in that table is the one that compounds every year.
All of it, or none of it
Every new Artificial Intelligence capability lands on the new platform. Nothing arrives on the Nonprofit Success Pack.
Agents included
Prebuilt nonprofit agents ship with the platform - prospect research and participant management are available today, with more arriving each release.
Data readiness is the real work
79% of charities now routinely use Artificial Intelligence, but only 6% have started getting their data ready (Charity Digital Skills Report, 2026). Migration is the readiness move.
This is not future technology - America on Tech cut the time to gather data for a single funder report from days to minutes with a grant-reporting agent, a reduction of more than 90% (Salesforce, 2025 - realised result).
The full picture - the sector evidence, the prebuilt agents and how a charity should start - is on our Agentforce page.
Which route fits?
All in one
Everything moves in a single concentrated window. Best where Salesforce serves one main function, with focused training and change support around the switch.
Phased
Functions move in sequence, team by team, so change lands gently and adoption compounds. Data is kept in sync between old and new while the move completes.
Dual-run
The old and new platforms run side by side for a planned period. Right for the largest, most complex estates, and for organisations consolidating several Salesforce instances into one.
The right route is an evidence decision, not a preference - it comes out of the Migration Readiness Assessment in Discovery and Planning.
How do you know it is time?
Data
It is siloed and fractured, and getting a clear picture of the people you work with takes real effort.
Customisation
You are paying to maintain things the new platform does natively, or past customisation has boxed you in.
Process
Work keeps escaping into spreadsheets because the system no longer matches how you operate.
Integrations
You are paying for third-party tools that the platform now covers.
Recognise two or more? It is worth a conversation.
Sound familiar?
“It works - why move?”
No forced deadline exists, and we will say plainly if staying put is right for now. But every year on a frozen platform is a year of roadmap your mission is not getting.
“We customised ourselves into a corner.”
A decade of custom objects and code nobody remembers is exactly what the Migration Readiness Assessment maps - and a phased route means nothing breaks while it unwinds.
“The board wants better reporting.”
Funders and trustees want credible impact data. Purpose-built reporting and governance by design are the strongest reasons organisations move.
“Every pound is scrutinised.”
Phasing spreads the investment, current Salesforce migration incentives can strengthen the case, and Discovery and Planning gives you the full costed picture before any commitment.
“We merged - three systems, one mission.”
A new platform is neutral ground: one source of truth nobody’s legacy system wins by default.
“We want to be ready for Artificial Intelligence.”
Agents live on the new platform, and readiness starts with data. That is where we begin.
01
Assess
Where you are today: our Migration Readiness Assessment maps your data quality, customisations, integrations, security model and change appetite, and outputs a clear picture of effort, risk and the right route.
02
Define
The outcomes the new platform must serve, through Discovery and Planning and the Cirrico Align Model.
03
Plan
A phased move that protects business as usual.
04
Deliver and adopt
Migrate, train, embed - measured against your Delivery Success Goals, with the first go live inside three months.
A migration runs as a focused Programme. Explore Programmes
A candid word on timing
Supported is not the same as invested in. There is no forced deadline, and if staying put for now is the better call for your organisation, we will say so plainly. When the time is right, current Salesforce migration incentives can strengthen the case - ask us, and we will bring the latest to the conversation.
Is the Nonprofit Success Pack being discontinued?
Do we have to move now?
How long does a migration take?
What does it cost?
Will we lose our customisations?
How disruptive will the move be?
Can we keep working in our current system during the move?
What happens to our integrations and third-party tools?
What do we get from Discovery and Planning before committing to a migration?
Stories from charities like yours
Agentforce Nonprofit (formerly Nonprofit Cloud)
Nonprofit Success Pack
XLP: A smooth migration that ended time-consuming manual workarounds
A smooth migration from the Nonprofit Success Pack to Agentforce Nonprofit (formerly Nonprofit Cloud) restored XLP’s confidence in their data, unlocked intuitive reporting, and ended time-consuming manual workarounds.
Learn more
Agentforce Nonprofit (formerly Nonprofit Cloud)
WaterAid: Fundraising efficiency transformed, donor engagement deepened
An Agentforce Nonprofit (formerly Nonprofit Cloud) fundraising transformation gave WaterAid a clearer view of supporters, deepening donor engagement and streamlining operations across teams.
Learn more
Agentforce Nonprofit (formerly Nonprofit Cloud)
Nonprofit Success Pack
Haringey Giving: Donor management transformed in just two weeks
A rapid two-week migration from the Nonprofit Success Pack to Agentforce Nonprofit (formerly Nonprofit Cloud) gave Haringey Giving centralised donor management and streamlined day-to-day operations from day one.
Learn more