# Fundraising, platform and partner solution fit

*Agentforce Nonprofit Consultant Study Guide · Solution Design · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/solution-design/fundraising-platform-and-partner-solution-fit*

How to fit a nonprofit requirement to Agentforce Nonprofit, then to shared Industries and platform tools, then to AgentExchange, before anything is custom built; plus the edition and interface prerequisites, the Experience Cloud fit for community users, and which Fundraising record or tool matches each kind of gift.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Solution Design
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Evaluate the appropriate Agentforce Nonprofit, Salesforce Platform, and third-party solution options to meet nonprofit customer requirements.

## What the exam expects

- Work a fit-gap in order: an Agentforce Nonprofit feature first, then Industries shared features and standard platform tools such as Flow Builder, then ready-built AgentExchange solutions, and custom development last.
- Confirm the platform prerequisites a customer must plan for: a supported edition and Lightning Experience.
- Recognise who the product is built for, how it differs from NPSP and other managed packages, and the next steps Salesforce suggests when a customer is unsure which features it needs.
- Recommend Experience Cloud when service providers, volunteers, beneficiaries or donors must work with the organization's data.
- Choose the Fundraising record or tool for a requirement: Gift Entry and gift batches, gift commitments, in-kind gifts, bequests and asset transfers, soft credits, the Donor Profile, and gift acknowledgments.
- Key terms: **fit-gap** (matching each requirement to existing capability before building); **shared features** (tools common to Salesforce Industries products); **AgentExchange** (the Salesforce marketplace of agents, apps and features); **gift commitment** (a promised, not yet paid gift); **soft credit** (recognition for someone who influenced a gift without counting the money again).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Interface | Lightning Experience only | [What's Included](https://help.salesforce.com/s/articleView?id=sfdo.npc_whats_included_in_nonprofit_cloud.htm&type=5&language=en_US) |
| Editions (overview) | Enterprise, Performance and Developer with Nonprofit Cloud | [Nonprofit Cloud Setup](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_nonprofit_cloud_parent.htm&type=5&language=en_US) |
| Editions (Fundraising feature pages) | Enterprise, Unlimited and Developer with Nonprofit Cloud | [Gift Commitments](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_commitments.htm&type=5&language=en_US) |
| Audience | Nonprofits, charities, social housing associations, social businesses | [Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.Nonprofit_Cloud.htm&language=en_US&type=5) |
| Experience Cloud prerequisite | Confirm the Experience Cloud licence with the account executive | [Experience Site Setup](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_a_nonprofit_cloud_experience_site.htm&type=5&language=en_US) |
| In-kind gifts | Entered as gift commitments | [In-Kind Gift Commitments](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enter_in_kind_gift_commitments.htm&type=5&language=en_US) |
| Matching gift | Gift transaction, no schedule or prior commitment | [Gift Types](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_types.htm&type=5&language=en_US) |
| Receipts permission | FundraisingAccess and DocGen User permission sets | [Gift Acknowledgments](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_acknowledgments_and_tax_receipts.htm&type=5&language=en_US) |

## Check yourself

- When should an in-kind gift commitment also get an opportunity?
- Why does a nonprofit on Professional Edition plan an edition change before adopting Agentforce Nonprofit?
- When a gift arrives through a donor-advised fund, who gets the hard credit?

## Sources

- [What's Included in Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_whats_included_in_nonprofit_cloud.htm&type=5&language=en_US)
- [Unlock the Benefits of Salesforce for Nonprofits Solutions](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-basics/relationships-matter-people-and-data)
- [Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.Nonprofit_Cloud.htm&language=en_US&type=5)
- [Nonprofit Cloud Setup](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_nonprofit_cloud_parent.htm&type=5&language=en_US)
- [Meet Agentforce Nonprofit for Fundraising](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-for-fundraising-quick-look/meet-nonprofit-cloud-for-fundraising)
- [Explore Salesforce Solutions for Empowering Nonprofits](https://trailhead.salesforce.com/content/learn/modules/nonprofit-cloud-basics/learn-about-salesforceorg-nonprofit-cloud)
- [Fundraising in Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.NPC_FR_Nonprofit_Cloud_Fundraising.htm&language=en_US&type=5)
- [Gift Types in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_types.htm&type=5&language=en_US)
- [Gift Commitments in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_commitments.htm&type=5&language=en_US)
- [Enter In-Kind Gift Commitments in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enter_in_kind_gift_commitments.htm&type=5&language=en_US)
- [Capture Giving Influence with Soft Credits in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_capture_giving_influence_with_soft_credits.htm&type=5&language=en_US)
- [Gift Acknowledgments and Tax Receipts in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_gift_acknowledgments_and_tax_receipts.htm&type=5&language=en_US)
- [Nonprofit Cloud Experience Site Setup](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_a_nonprofit_cloud_experience_site.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 15 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams