Consider this your holiday gift from Salesforce: less manual work and more time for what actually matters. Winter '27 is here, and it's bringing automated household naming, faster gift entry, and a smarter setup experience for program and case management. No coal in this stocking, just features built to melt away the busywork. Let's unwrap what's new!
Fundraising
Say goodbye to manual household name updates! This release introduces formula-based naming that automatically recalculates whenever household composition changes, keeping your data clean without extra work.
Create Households for Person Accounts During Gift Entry
Households can now be created directly from the Gift Entry Grid or through the Business Process API, without any separate automation to build or maintain. Gift officers gain a faster path to organized donor data during entry, while partners can create households in bulk using gift or commitment payloads. Because donor records are complete from the point of entry, reporting gaps close immediately instead of surfacing later.
Automatically Generate & Maintain Household Names
"Formula-based naming patterns keep household account names accurate as family dynamics evolve. Once defined, these patterns automatically recalculate household names whenever members are added, removed, or updated. The naming engine continuously listens for changes to household membership and member details, applying updates in real time."
Program and Case Management
The new Program Participant Portal Experience Cloud template lets participants access programs, applications, enrollments, benefit assignments, disbursements, and referrals independently, on their own schedule. Because the template includes preconfigured pages, navigation, and components, staff spend less time fielding routine inquiries and more time on the work that actually needs their attention.
Simplify Program and Case Management Feature Setup
Salesforce Go now offers detailed, step-by-step guidance for configuring Program Management, Case Management, and Outcome Management features. The entire setup process is contained on a single page, eliminating the need to navigate away mid-configuration. Built-in feature usage tracking and content resources help teams get started quickly.
Wrapping Up the Season
The Winter '27 release brings automated naming, streamlined gift entry, and a simpler setup process, all adding up to one thing: less time shoveling through manual tasks, more time driving your mission forward. They're the perfect start to a cozy, efficient season ahead!
For more information on these release updates and how they can improve your nonprofit operations, please visit the official Salesforce Winter '27 Release Notes.
If you have questions about Salesforce or want to know how to use these features in your own Salesforce org, contact Mission in Motion. We would be happy to help!