Summer is heating up, and with it comes the Salesforce Summer ’26 release, packed with new features designed to help nonprofits do more with less. From AI-powered productivity tools to streamlined data management and enhanced donor and participant experiences, these updates are built to reduce manual work and maximize impact. Explore what’s new and how your organization can take full advantage of these innovations to move your mission forward this summer.
Fundraising
Empower Donors with Self-Service Donor Support Agent
Give donors the flexibility they expect with a self-service experience that puts them in control of their recurring gifts. With the Donor Support Agent, supporters can quickly update gift amounts, adjust frequencies, and manage their contributions without needing staff assistance, resulting in faster service for donors and more time for your team to focus on building meaningful, high-impact relationships.
Manage Gift Validations
Simplify complex data migrations and reduce the risk of costly errors by taking control of gift validations. By temporarily pausing validation rules during imports and updates, you can move data faster while minimizing manual cleanup. Once complete, easily restore validations to maintain data integrity, giving your team a smoother migration process and a more reliable fundraising dataset from day one.
Batch Process Recurring Gift Commitments
Eliminate bottlenecks and keep donor commitments on track with concurrent processing for recurring gifts. Automated lifecycle management ensures commitments are updated in real time, closing completed commitments and flagging missed installments without delay. This means less manual oversight, faster processing, and more consistent donor stewardship at scale.
Grateful Person Involvement Records for Patients
Hospitals and medical centers can strengthen fundraising efforts by capturing and acting on patient gratitude. Grateful Person Involvement Records provide a compliant, standardized way for care teams to connect grateful patients with development staff. By making it easier to track and act on these moments, your organization can unlock new giving opportunities while recognizing the impact of exceptional care.
Program and Case Management
Enhanced Participant Management Agent
Free up case managers to focus on people, not paperwork. With the enhanced Participant Management Agent in Agentforce, routine administrative tasks like logging notes, creating follow-ups, and managing benefits are automated directly within your daily workflow in Slack. By streamlining documentation and task management, your team can work more efficiently, reduce manual effort, and spend more time delivering meaningful support to participants.
Agent-Prepared Participant Summaries
Eliminate time spent digging through records and get a complete view of each participant in seconds. The Participant Summary subagent automatically compiles key information like recent interactions, benefit activity, upcoming tasks, and more into a clear, actionable snapshot. With instant access to these insights, your team can have more informed, empathetic conversations and focus on what matters most: addressing participant needs and driving better outcomes.
Grantmaking
Grants Management Managed Package
Ensure accurate, up-to-date nonprofit tax status verification with a modernized API integration in Grants Management. This enhancement delivers more reliable compliance data through a secure, direct-to-provider connection, reducing risk and improving efficiency in your due diligence processes. Your team benefits from a seamless, familiar experience while gaining the confidence of a more stable and future-ready system.
Feature Discovery and Setup
Get up and running faster with a centralized hub for discovering and configuring key features across Fundraising, Program Management, and Case Management. With Salesforce Go, your team can easily track feature adoption, access guided setup resources, and explore new capabilities, all in one place. The result is less time spent searching for tools and more time delivering impact with a fully optimized Salesforce environment.
Make Waves This Summer
The Summer ’26 release brings meaningful enhancements that help your team work more efficiently, make better decisions, and deepen engagement with the communities you serve. Whether you’re simplifying operations with automation, gaining faster insights with AI, or improving the donor and participant experience, these updates are designed to support your mission at every level. Now is the perfect time to evaluate which features can deliver the most value for your organization and start putting them to work.
For more information on these release updates and how they can improve your nonprofit operations, please visit the official Salesforce Summer '26 Release Notes.
If you have questions about Salesforce or would like to learn how to utilize these features in your own Salesforce organization, please contact Mission in Motion. We would be happy to help!