Solutions for Nonprofits & Education

Continuous Support Through Managed Services

Nonprofits gain continuous care and on-demand expertise to ensure their Salesforce org remains reliable, secure, and effective for their mission through managed services. Available services span from proactive monitoring, data backup, fractional administration, release readiness, and intelligent agent management. These offerings are designed to protect your investment, streamline operations, and empower your team.

Scale Your Team without the Headaches of Recruiting and Hiring

Nonprofits often rely on a volun-told staffer, an overloaded Salesforce Admin, or worse nobody at all to care for their Salesforce environment. When that person leaves or takes time off, critical org knowledge goes with them and puts operations at risk. Limited budgets, limited management awareness of role success, and talent shortages can all make hiring a full-time replacement impractical or risky.

Get expert Salesforce help exactly when you need it and keep your know-how in house. Buzzbold’s fractional admins operate as your weekly-scheduled and on-call team, building institutionalized memory to streamline workflows, clean and govern data, build the right reports, and ship improvements—so adoption rises, friction falls, and your organization consistently gets more value from Salesforce, and you focus more on your mission.

Fractional Admin

Our service provides unparalleled operational resilience, ensuring your Salesforce instance is always managed by seasoned professionals with deep historical knowledge of your org. We evolve and protect your investment, maintaining meticulous records of every change while handling all administrative tasks, from user support to system updates and strategic roadmapping.

Our team of certified Salesforce administrators possesses a combined 50+ years of experience dedicated exclusively to the mission-based organizations.

Defend Processes and Operations from Breakdowns with Proactive Monitoring

A single accidental change to a validation rule or flow can slow fundraising or program delivery to a crawl. Without a proper backup of your org’s configuration—its metadata—recovery can be guesswork and clients and donors can be left waiting in the dark. This service delivers peace of mind by preventing small errors from becoming major disasters. Our Org Monitoring service is your ultimate safety net, protecting the intricate architecture of your Salesforce instance from both accidental errors and flawed deployments, ensuring your operations never miss a beat.

Org Monitoring & Health

Org Monitoring tracks changes every day, reviews setup audit logs for suspicious activity, monitors your org limit usages, and even assesses your security and code quality. This Buzzbold managed service, powered by Github, Salesforce CLI, and sfdx-hardis, captures changes in a visual journal and comprehensive logging framework, and allows our team to quickly see, understand, and quickly reverse changes or restore point-in-time snapshot to restore operations in a flash.

We provide automated, version-controlled backups of your entire Salesforce configuration, allowing us to trace the exact date, time, and nature of any change that causes a failure. This means our team of highly certified Salesforce professionals can pinpoint what broke, understand the impact, and rapidly revert to a stable state, getting your team back to work in minutes, not days.

Amplify Your Mission: Build AI Agents to Extend Your Team

Mission-based organizations are employing AI-driven “digital staff” to boost their capacity. These chat, Slack, SMS, and voice Agents, AI-driven apps, agentic workflow actions, and all of their related resources are answering donor questions, summarizing donor engagement history and preferences, navigating critical community resources, capturing detailed case notes, recommending program benefits and volunteering opportunities, handling complex scheduling, and intelligently automating routine tasks. But, without management oversight, these agents can undermine trust and the very value they are intended to deliver. And, though often overlooked, it’s critical to understand that public large language models (LLMs) are developed, released, and retired quickly, meaning production agentic solutions will work differently when inevitably rerouted to a new LLM. Designing effective AI agents requires strategy, an agile but long-term perspective, the right configurations, and ongoing testing and maintenance to remain aligned with your mission’s needs. Agents, just like team members, need coaching, oversight, and care to ensure they perform to spec in the face of change.

Agent Resource Management (ARM)

Our Agentic Resource Management (ARM) implementation service acts like an HR department for your AI workforce. We help you design, develop, and refine intelligent agents (such as chatbots, AI-driven apps, or automated processes) that reliably support your team. Through a modular implementation approach, each agent is given a clear role, proper grounding with your organization’s data, quality and safety thresholds, and thorough testing before going live. The result is an AI-powered extension of your team that amplifies your impact without adding headcount.

Navigate Salesforce Releases Seamlessly with Expert Analysis

Several times a year, Salesforce introduces new capabilities designed to make your org more powerful and secure. We make those updates feel routine. With our comprehensive impact analysis methodology that dictates rapid identification, sandbox testing, communications, and clear go-live plans, we help you understand and adopt change confidently while keeping production capabilities steady. Our Impact Analysis & Release Readiness service transforms these recurring updates into a strategic advantage, ensuring your organization is always prepared, compliant, and ready to leverage new functionality safely.

Release Readiness & Impact Analysis

Delegating this critical function to our Release Readiness & Impact Analysis service ensures a structured and systematized assessment of every release. Leveraging our proprietary and proven AI agent + certified professional program, we proactively analyze volumes of technical change documentation against your environment’s metadata, determine how upcoming changes will affect your specific configuration and workflows, identify potential conflicts, and perform targeted testing in a sandbox environment, keeping you informed along the way. We address any issues before the release goes live, protecting your org from disruption and liberating your team from this complex and time-consuming burden. With our deep expertise, you can confidently embrace Salesforce innovation without fear of operational setbacks.

Your Salesforce Lifeline: On-Demand Support for Mission-Oriented Teams

Our case management framework with transparent communications in the Buzzbold Success Hub (powered by Experience Cloud) ensures reportability on case management, resolution, and tracking. Beyond support, BSH is your team’s knowledge center, offering searchable how-tos, quick reference guides, and process playbooks. We run live virtual sessions and office hours, provide custom trainings, and post recordings for easy onboarding and refreshers.

Support & Training Success Plan

This service ensures your team’s productivity is maximized and system adoption remains high. We provide a dedicated channel for users to report issues, receive timely assistance, and get back on track quickly. Behind the scenes, our Certified Salesforce professionals who understand the unique workflows and challenges of mission-based organizations

Safeguard Your Mission’s Data with Redundant Remote-Cloud Data Exports

Your data is your nonprofit’s most irreplaceable asset. A catastrophic data loss due to human error, malicious attack, or system failure could cripple your fundraising and operational capabilities permanently. Our Data Export Backup service provides a simple, secure, and reliable solution to protect critical information, ensuring you can recover quickly and completely from any data disaster.

Data Export Service

This foundational service provides comprehensive protection for your organization’s core data. We implement an automated, recurring backup schedule that securely exports all your essential Salesforce records to a safe, off-platform location. In the event of a data loss incident, our Certified Salesforce professionals perform swift and accurate restoration of your information, minimizing downtime and ensuring business continuity.

From the Buzzbold Blog

Six ways to protect your school district’s data with guidance from CISA and SalesforceOctober 24, 2022
The average cost of a data breach in the education industry is 3.86 million Last month, the Federal Bureau of Investigation (FBI), the Cybersecurity and Infrastructure Security Agency (CISA), and the Multi-State Information Sharing and Analysis Center (MS-ISAC) issued a Cyber Security Advisory after the Los Angeles Unified School District, which serves nearly 700,000 students,…
6 New Key Salesforce Features for Schools and NonprofitsSeptember 30, 2022
It’s that time of the year again! The latest Salesforce Release brings expansive enhancements, welcome Winter ’23! Whether you’re a Nonprofit or in the Education sector, we’re here to ensure you don’t miss some of the most important updates for your organization. We’ve curated a list of our picks for the top 6 Nonprofit and…
Considerations for a smooth transition into the next phase of your technology future.September 14, 2022
How and When to Plan Your Implementation So, you have decided that you are ready for a technology transformation and are eager to unify your school or district’s essential functions with the world’s #1 CRM, Salesforce. You know that working with Buzzbold, an experienced, trusted implementation partner, will ensure that you achieve your project goals…