How to Increase Membership in Nonprofit Organizations: 11 Proven Tactics for 2025

Driving new members to a nonprofit association in the Salesforce ecosystem requires sophisticated methods. Yes, you can hand out flyers in a crowded place, put ads on Google, and use buses to advertise your association. However, there’s more to it.

You can make members talk about the association, refer it to their family and friends, and help them become devoted. All that requires preparation as well as a pair of nerve cells. The secret weapon in this battle is clever member engagement.

How to increase membership in nonprofit organizations using Salesforce? We help you conquer the obstacles on this journey! Read this piece further and you’ll find out the 11 proven tactics for membership growth (real-life examples are included!).

The Purpose of Membership in Nonprofit Organizations in Salesforce

The main goal of membership in nonprofit associations is to support the mutual good cause and build a friendly community. To keep operating, an organization receives donations from sponsors and donors while they unite in a formed group – community – connecting and sharing a common cause.

On a technical side, many NGOs neglect using Salesforce for nonprofits for a variety of reasons. However, once you start digging in, you reveal numerous perks. For instance, if you’re connected to Salesforce and run your association’s website on Experience Cloud, considering the Nonprofit Cloud for your purposes might be the safest bet. This is a tailored solution that gathers data from volunteers, donors, and sponsors under the same roof, allowing for better engagement and stronger relationships.

Salesforce Experience Cloud as a Nonprofit and Donation Management Solution

In this article, we'll explore Salesforce and its Experience Cloud DXP platform as a solution for nonprofit and donation management. We'll guide you on using Salesforce CRM for nonprofits and show you how it helps achieve philanthropic missions through custom Experience Cloud solutions.
Post image

How to Increase Membership in Nonprofit Organizations: 11 Hacks

To grow membership in a nonprofit environment is much like climbing a mountain: you have a set goal to reach and there are multiple pathways to achieve it.

Successful nonprofit membership programs have, too, a rather multi-faceted approach. Is it enough to offer members benefits when they join professional associations? Will they enjoy it there without some encouragement? The answers are hidden in these 11 vetted lifehacks for a thriving membership program:

1. Add a User-Friendly Application Form to Your Website

The very first thing potential members of a nonprofit organization see while landing on its site is a “Become a Member” or “Join Us” button. Behind that button, they may face different application forms: hectic, difficult-to-digest, or sleek and user-friendly. We are the team of the latter.

What makes a good application form for nonprofit membership? Let’s go through some best practices so that you have a clearer understanding:

  • Create a straightforward flow: you don’t want to attract new members with a maze, do you? That’s why, build a simple signing-up process with only essential information, such as first name, contact details, and payment options. If your organization’s specifics allow, make some steps skippable so that members won’t get stuck halfway through. This is the flow presented by the AC MemberSmart solution:
AC MemberSmart application form for nonprofit
  • Make it mobile-friendly: many soon-to-be members join nonprofits via their mobiles. So, design and optimize a membership application form for that purpose! The must-have is to test it before offering it to the public. This way, you can detect and minimize the glitches.
  • Include optional donations: if that’s the case for your nonprofit, consider adding optional donations somewhere in the application flow. This only shows you support a good cause and highlights your organization’s mission.

2. Adopt a Membership Management Software

How can you cater to the needs of your potential members if you don’t know who they are, their occupation, preferences, donations, interests, and habits? Without this data, you can’t even run a bump-free membership program. The more info you collect, the more personalized result they will get from you.

Luckily, association management software will help you bring your nonprofit community together. The one from Advanced Communities – a certified Salesforce partner and an app provider – AC MemberSmart is designed exactly for those goals.

If your association’s site is powered by Salesforce Experience Cloud, it will only benefit from the AC MemberSmart’s features like member directory, job board, event management, or payments & donations. Why? Because when operating as a whole unit, they help you increase membership a hundredfold!

AC MemberSmart

See product details

3. Give Members a Hearty Welcome

Do you know it takes a tenth of a second for a person to read the room and get their first impression? This is what counts in membership engagement. The way you welcome new members into your nonprofit organization will impact their entire experience. Your task here is to wow them and show the ropes. Look at the possible options:

  • Send an automated (rather personalized) welcome email and say thank you for joining existing members of your nonprofit company;
  • Add a brief mission statement so that a person realizes what they are up to;
  • Communicate the membership benefits that await for them with your community;
  • Add a list of the upcoming events or other volunteer opportunities.

For a better human touch and if your organization policy allows, you can even send branded swag (t-shirts, water bottles, notebooks, etc.) to recently joined members. Such a gesture will nudge them to spread the awareness about your nonprofit further.

4. Host Different Events

Becoming involved in the mission of your nonprofit association, grasping at networking opportunities, and developing the sense of connection is what sparks the current members. What’s the perfect way to do that? That’s right, you should host events.

They can be online or offline, local or regional – think of the format better suiting your company. Plus, this is a splendid opportunity for members to get to know each other. For instance, host member only events where they can have quality network time and indicate members-only tables.

For Salesforce-run Experience Cloud sites, there is a chance to build a dedicated page for miscellaneous events, add corresponding filters, event types, dates, and their location. Just look at the example powered by the AC Events Enterprise package.

This is the event page with all the upcoming meetings across an association. With it, you can keep your members informed about the planned events, attract prospective members to support the mutual cause, and increase their ranks!

AC Events Enterprise package on an Experience Cloud website

AC Events Enterprise

See product details

5. Provide VIP Benefits for Members

Sure thing, one can’t say no to membership benefits. No matter what they say, some perks can sweeten the deal significantly (if organized smartly). What can they be? This is when your creativity breaks out. Here is the list of all possible benefits you can provide members with:

  • Lucrative membership fees;
  • Early-bird access to exclusive content: research reports, theme blog posts, industry insights – anything that non members are restricted to use;
  • Member-only discounts and partner savings;
  • Part in advocacy and representation programs: for instance, you can choose members that share the same values, obviously, with your organization, and run public awareness campaign to lure new members;
  • Job boards and career advice: membership organizations usually implement a special site page or resource where people can practice and receive career counseling. This helps other members boost their professional bottom line. To plant an idea for you, this is how a job board looks like within the AC MemberSmart membership management solution:
wma_job board
  • Volunteering opportunities for those who just want to practice and give back with an open heart. An ideal option can be novice doctors looking for an apprenticeship or developers teaching at a children workshop.

6. Boast about Member Testimonials

Imagine you spot a cozy little cafe on the corner of the street. It’s old, well-known, and many prominent personalities have been there in different timespans. Thus, the cafe’s walls are sprinkled with their pics, thankful words about the place, and autographs. Would you like to check out the cafe’s menu, based on the thoughts of others? That’s the tremendous power of member testimonials.

In the context of a nonprofit organization, positive member stories go a long way. Design a special site page, adding some sincere thoughts of current members and their journey with your organization. Plus, you can leverage them in your marketing materials, such as a monthly newsletter, or make it a recurring social media rubric. All’s fair when it comes to showing the exclusive value you bring to the audience.

Another tried-and-tested hack is to ask your customer success team to gather and share member feedback. Vibrant, hot-off-the-press reviews help increase membership, implement key changes in your association, and lead to more referrals.

7. Utilize Content Marketing

Don’t underestimate content! Potential members can locate you exactly thanks to the content effort you should constantly make. Build a killer content plan reflecting your major cause.

The type of content can vary. Consider targeted blog articles, inforgraphics, podcasts, videos, and even email marketing sequences. Remember this pro tip! Always go for search engine optimization so that your stuff gets indexed by Google and potential members could spot it (and join your association!).

However, this is when you risk of taking a wrong turn. Don’t create content for the sake of content. High-quality, pro stuff is always better than hundreds of unnecessary blogs, clips, stories, etc. Devote some time to develop the content that informs and educates – or have a special team to do that. If you keep going, new members will knock on your door!

8. Initiate Referral Programs

If you ask me, referrals would save the world. On a serious note, these little and often ignored processes should be the part of your membership program. Of course, if you want your members to spread the word about you. Where’s the catch?

There is none. A referral program is a go-to thing to make people recommend a product, service, or nonprofit, in our case, and get something in return. Encourage current members to sign up their family and friends, and offer them, say, a monetary bonus or a discount for services.

OneCause is the example of a successful nonprofit membership program. The fundraising software has developed a refer-a-friend customer program: current members get $300 each time a nonprofit purchases the subscription. Increasing membership in its pure meaning.

9. Offer a Free Membership Tier

Among other membership benefits we’ve already discussed here, there is a free membership tier. But it comes with a trick. If your nonprofit’s key objective is fundraising, a free tier won’t be the case.

However, such a system allows you to collect as much data about engaged members as possible. This way, you can stay in touch with them and cater to their needs better.

Plus, you can use a free membership level to let non members test the waters with your association. Thus, they can “become members” de facto but with some limitations (or not). When the time’s right, these members can upgrade for more.

10. Allow Easy Renewal

Everything tends to end some time. And membership dues, too. Take the burden off your existing members and allow an automatic membership renewal. Set up auto reminders or email notifications to remind your users to renew their membership plans. The AC MemberSmart solution offers an auto renewal – you can forget about the manual process, the system will do its work. Speaking of, other functionalities that might be beneficial for you are:

  • Secured payments with Stripe;
  • Flexible payment frequencies;
  • Customizable subscription plans and terms;
  • Member management, their activity tracking;
  • Grace registration feature.

Frankly speaking, it’s possible to design this process the way you see fit. You can even throw your customer success team under the bus and delegate this task to them. However, this isn’t a win-win scenario. The ultimate goal is to make members stick around and top up the customer base.

To get the ball rolling, this is a quick cheat sheet on a membership renewal process:

  • Conduct a survey before the membership ends and a person is faced with a fee. Maybe, there is something that needs to be improved within your organization?
  • Rely on the data. Check how many of the members have churned over a period of time and mull over the strategies to welcome them back;
  • Optimize member experience to engage and increase membership. Remember the first contact they made with your company and the last moments.

11. Use Social Media

I guess that social media channels is our era’s biggest influence channel. Businesses leverage them for everything from collaborating with celebs to promote their products and service to launching challenges and good causes. The latter, by the way, is widely used by nonprofit organizations and member retention.

St.Baldrick’s Foundation – a volunteer and donor-powered charity dedicated to supporting researches aimed at curing child cancer – is a perfect example. Its Instagram account oozes with membership values, philanthropy statements, meaningful donations, and real-life content.

St.Baldrick's Foundation Instagram account

Social media platforms is a powerful source for enticing prospective members to your nonprofit company. Here is one great explanation for that: most of the people across the globe use social media every second daily! That’s why if you think over your strategy carefully, the odds are you can hook the right audience.

The Canadian Cancer Society

The project aimed to bring together people with similar experiences of cancer, providing a platform for connection, communication, and learning. 
With the AC solution, community members can participate in conversations, engage in shared activities, and join private groups – all with either a fully French or fully English experience.
Post image

Final Thoughts

How to increase membership in nonprofit organizations? Following the 11 hacks we’ve discussed in this article!

To recapitulate, the success is hidden in the open. First, you should start with picking the software that aligns with your nonprofit needs (like Advanced Communities, for that matter). After that, continue developing and boosting your membership program: build a content plan, membership model, fees, etc.

If need be, you can always reach out to the Advanced Communities team – we know all the nonprofit membership secrets and are ready to share them with you!

Subscribe to Our Newsletter

Receive regular updates on our latest blog posts, news, and exclusive content!

    Q&A

    1. How Do I Get People to Join My Non Profit?

    To get people join your nonprofit association, you have to offer them powerful incentives and a benefit system. For instance, you can provide them with a low membership fee or use a free membership tier. Plus, you can give something back! Add a job board on your membership site where members can search for the occupation they desire and improve their professional background.

    2. How Do You Grow Membership?

    Growing membership is a never-ending process. Use your social media so that potential members can spot your account, get interested, and join the ranks. Besides, factor in content marketing for increasing membership base and delivering the ultimate value.

    3. How Do I Run a Successful Non Profit Membership Program?

    A successful nonprofit membership program relies on your preliminary preparation. First and foremost, set the objective: what cause do you want the world to know about? Is it good enough? After that, adopt a membership management tool to help you efficiently collect and organize member’s info. Then, you should create membership tiers and benefits. Last but not least, make the joining process as easy as possible.

    AC Events Enterprise Version 3.0: Key Updates in the New Edition

    The Advanced Communities team doesn’t rest on its laurels and is proud to present the new AC Events Enterprise Version 3.0! Let’s explore the gist of it.

    One of the most important changes done in this edition is code refactoring. This means we rethought the package’s code basis, which streamlined its performance and added some new, great, and invisible enhancements. 

    Note!

    You can find all the technical details about the AC Events Enterprise Version 3.0, including the current changes to permission sets, in the release notes. If you are using custom permission sets or profile-based access – that is your must-have document.

    Major features breakdown

    1. Custom merge fields for email notifications

    Note!

    The previous merge fields may stop working after upgrading the package to this version. But if you desire a flexible approach with custom merge fields, you need to upgrade to the latest version of the AC Events Enterprise. Besides, make sure you review and replace the { } brackets with [[ ]] in the open and close of a field for the functionality to operate correctly.

    This is a global and major feature we rolled out in this version of the package. As mentioned above, should you want to use the already existing merge fields (as in the previous versions), such as: [[!gmt]] – short name of the timezone for the event, and others, replace the { } brackets with [[ ]] so that the feature operates correctly. 

    Moreover, the latest version of the AC Events Enterprise lets you use composite merge fields to build your own merge field from objects, which triggers email notifications. The syntax of a composite merge field should be as follows: 

    • Brackets – open [[!, and close ]]
    • Starts with SObject API name
    • Divide API names with . dot
    • Lookup field API name in SOQL format
    • Field API name

    For instance, [[!Contact.Account.Name]] will get the Account from Contact and populate the email with the name of this account. Don’t forget about ‘__r’ in custom object API names (instead of ‘__c’). Check the Release Notes doc for details and examples.

    custom merge fields for email notifications (AC Events Release Version 3.0)

    2. Links shortening for the AC Event List with Salesforce functionality 

    How do you usually create short links for your site? With Bitly or any other third-party solution? Version 3.0 of the AC Events Enterprise package lets you create a short link inside your Experience Cloud site, using an in-built system.

    Imagine the use case. You need to provide a prefiltered list of events in a short view (for example, in the navigation menu of your site). Now, Salesforce Admins of your Experience Cloud site may shorten filtering parameters for event lists with the Salesforce metadata. 

    First, you create a custom metadata. Second, you find the “Short Link Setting” in custom metadata and add a record with a preferred label. Third, you rewrite the site URL, so it looks like this https://somesalesforcesite.my.site.com/s/?shortLink=Short.

    After getting to this link, the system will add filtering options to the end of the URL and apply the filter.

    link shortening for the AC Event List with Salesforce functionality

    3. Date sorting on the AC Event list component 

    You can now sort the events on the AC Event list either from the closest ones (in Ascending order), taking place ASAP, or vice versa – from those having been started in the past (in Descending order). The default values of the ordering are: 

    • Upcoming – Ascending
    • My Events – Descending
    • Attending – Ascending 
    • Following – Ascending 
    • Attended – Descending
    • Past – Descending 

    4. Default distance range

    We’ve also added a new property for the AC Event Filters component – default distance range. Thus, the site admin may define the default value for filtering events by distance and define their own value from 0 to 100. 

    default distance range for the AC Event filters

    5. New hierarchy for event participants 

    What does it mean? Each event participant has now the field ‘Registered by’. This way, an Event Manager or any other user may see who the user was registered with. This field is filled if an attendee was registered by another participant.  

    new hierarchy for event participants

    Minor features breakdown 

    • Sending emails from the Events folder; 
    • The Event Creation Wizard is now equipped with custom label titles;
    • ‘Use Server-to-Server OAuth Flow’ toggle is hidden in the Event setting page (as this option was deprecated by Zoom);
    • The “Disabled email notifications” field comes with a help text;
    • Added Unregister option for users who were registered as Guests Contacts;
    • Added Unregister option for users who were registered as a Lead and became a Community User;
    • Adjusted visibility of buttons in the creation wizard and it is based on a record type access;
    • Added instruction text on Event Settings → Group Settings;
    • Added user-friendly text for errors (create an event with Event Wizard);
    • The ‘Publish your event?’ toggle is not visible to users without edit access to the ‘Published’/’Approved’ fields.

    Need a helping hand? 

    If you want, you can now upgrade to the latest version of the AC Events Enterprise! If you do, let me highlight once again that it’s paramount to replace the { } brackets with [[ ]] in the custom merge fields so that they operate in full force. So for the sandbox upgrade, please follow this link, and for the production upgrade – use this link

    And remember: should you need assistance, reach out to the Advanced Communities team with all your questions. 

    Membership Directory: Complete Guide

    Picture an online catalog an HR department usually provides. Files, spreadsheets, notes, tons and tons of data. The rule of thumb is that it’s scattered across a Google Disk, waiting for someone to rearrange it.

    Any organization would drown in chaos if it didn’t have a centralized place where all the member data is organized and stored correctly. So much for networking opportunities…

    Here’s the catch: you can forget about this mishmash with a carefully designed member directory in your Experience Cloud site. Show off your site members, help them connect, and exchange expertise. If you are new to member management, I am here to show you the ropes. In this article, we explain its specifics and the ways to build a great directory in Salesforce Experience Cloud.

    What is a Membership Directory?

    A membership directory represents a searchable list of members (or a catalog) within an organization that takes the guesswork out of who those people are. This feature allows member networking, following peers, strengthening business relations, and binding for a mutual cause.

    The rule of thumb is that such a directory usually comes with all the relevant details you need to know about a person: full name, company name, company logo, and email/phone numbers to name just a few.

    An online member directory can be either private or public. Thus, any outer user or fellow members of this directory can search and check who belongs to this organization and grab any relevant details . I’ll give you a real-life example. This is how a member database can be arranged – nice and easy (the courtesy of the Advanced Communities application – AC MemberSmart):

    Membership directory_AC MemberSmart

    The Ultimate Benefits of a Membership Directory

    It happens quite often that associations directories are taken for granted and don’t receive the attention they deserve. Some companies even neglect adding this component to their sites, meaning it will do no good. However, this is a common misconception.

    If you, too, had such an opinion, I am about to bust it. Take a look at the ultimate advantages an online membership directory can bring to your organization:

    1. Member Networking

    In the digital era, it’s all about connecting online. This is what your site users can do! They can look for other members in your community to seek assistance, clarify their contact details, ask for mentorship, or snatch at the chance to network for improving professional knowledge.

    Let’s assume you are a higher educational establishment with an Experience Cloud site. Logically, you’ll have to provide students and professors with a centralized place to communicate freely. An online directory is your safest bet. Let the members of your entire organization look for their students, peers, tutors, mentors.

    This way, you boost member engagement and retention as people CAN find the value they demand, exchange their skills, and enjoy the sense of a true community.

    2. Sharp Competitive Edge

    How many online communities and hubs have you seen lately? I bet at least half of them doesn’t provide membership directories or something that closely resembles one. Plus, they may not realize that such a functionality is their strongest competitive edge.

    It doesn’t even matter if your organization is just paving its way in the industry or a well-recognized corporation. In any case, create a public directory where you feature prominent members and their contact details (do not forget to add their photos for a human touch!).

    3. Lucrative Business Chances

    Creating membership directories can help you develop a slew of engagement opportunities for your audience on a much bigger membership management level.

    This way, members of your organization can locate promising business leads for further partnership, open roles in companies of their interest, and SMEs (subject matter experts) to connect with.

    4. Easier Member Data Updates

    Let’s assume you have Google Sheets with all the prominent members of your company. Days go by, your community is growing, new faces appear on the horizon. To keep up with the times and omit the chaos we’ve mentioned in the beginning of this article, you have to update member profiles with relevant data. Member directories are designed exactly for this purpose!

    With just a few clicks of a button, you can modify the look and feel of a member list in your Salesforce org. Besides, think of the admins and other staff in your company. Save them the trouble of manually going through the Google Sheets fields and tables, for instance, using the AC MemberSmart product. With it, members of your community can update their info right on the Experience Cloud site by themselves, without asking admins to do that. This is Salesforce membership management done easily!

    AC MemberSmart

    See product details

    What Information to Add to Your Member Directory?

    When you create an online membership directory, a logical conundrum may occur: what data should you include? Member information may vary from directory to directory. So there is no one-size-fits-all solution. Consequently, you need to factor in your company’s specifics.

    But don’t worry! I’ve assembled this short yet effective action plan. First of all, start with the key information when arranging a membership site:

    • Full name;
    • Phone number;
    • Email address;
    • Company name;
    • Website (if any);
    • Location (by the way, it allows members to connect in-person if this is the case);
    • Photo of a person (or a company logo).

    After that, you can unleash your creativity, imagination, and add all the information to a member’s profile you see fit.

    • Social media accounts;
    • Groups a member joined;
    • Related files;
    • Their followers;
    • Membership status;
    • Join date;
    • Language;
    • Affiliated organizations;
    • Event experience;
    • Department/industry.

    With the right Experience Cloud solution in place (like AC MemberSmart), you can customize your directory just the way you want it, depending on the data you want to gather and display on the member profile. One of the coolest features of Experience Cloud is its flexibility and customizability. And with the right app for Experience Cloud, you get maximum flexibility in organizing and managing your data natively in Salesforce.

    To let you see the whole picture, check out the example of how a member profile is designed. The more thoroughly it’s created, the more value the general public entering the directory will face.

    membership directory profile_AC MemberSmart

    How to Develop a Well-Arranged Membership Directory?

    Creating a data-heavy and, what’s more important, user-friendly online membership directory won’t make your hair stand on end. All you have to so is to decide on the decent solution to assist you in this endeavour, gather contact information, and coin the ways to promote it. Here are several steps to follow:

    1. Opt for the Right Platform

    Building and taking care of membership directories might be a hassle for businesses. However, there is a dime a dozen of membership management software that puts the lid to this problem. What are the selection criteria? It depends. You should take your organization’s capacity, special requirements, and budget into account.

    In the Salesforce environment, you can pick a software solution on AppExchange that covers most of basic business needs and then some. Grabbing at the occasion, Advanced Communities – a certified Salesforce consultancy and an app provider – might be just the thing. Its AC MemberSmart product takes minimum effort and offers maximum abilities for membership management:

    • Perfect for membership organizations and nonprofits;
    • Easy to use member database where you can add and modify the information you see fit;
    • Create dedicated Zones to display various groups of users;
    • Add custom filters that are only visible to admins;
    • Control the list of members that are visible on your site.
    Note!

    You can download this 100% native to Salesforce application from AppExchange and install it on your Experience Cloud Site in mere seconds.

    2. Come up with a Directory Skeleton

    As you name the boat so shall it float. Now that you stand on a reliable technical ground, decide on the membership directory structure. From here, the options are miscellaneous.

    We’ve already mentioned the info to add a few moments earlier. Remember to include full name, all the standard contact information, filters, and a member photo.

    Going further, consider a membership level selection. For instance, you can provide individual and bundle options. The former refers to an individual joining a portal, while the latter is true for a group of people or a business.

    3. Onboard New Members

    Anything new may provoke stress for newcomers. To avoid it, make the learning curve smooth for them. Have you customer support or success teams host special demos for new members, write a detailed user guide, explain directory’s benefits, or just shoot a step-by-step video.

    Your task is to maximize the value. So show how customers they can join a directory, create their own profile, and update the info. Plus, it’s important to show them how to navigate the resource and follow a person.

    4. Promote the Directory on Social Media

    Once you put up a member directory, it’s time to start talking about it! Publish a post on social media saying your org is now well-equipped for the users’ sake. They can enter it, search for a specialist needed, connect with them, and handle the questions in an individual way.

    Promoting it adds up to member engagement opportunities and traffic boost. Just imagine all that buzz around a new functionality and talks with potential members! Besides, it’s an ideal chance to highlight member accomplishments and spark targeted communications around your association.

    Wrapping up

    That’s a wrap on our membership directory article! As you can see, designing one isn’t a rocket science if you have a nice plan up your sleeve. So let’s comb through the keynotes before you set off creating a hub for your potential members.

    First, choose a steady software that could only benefit your organization. Second, come up with a digestible yet profound structure for it. Third, make sure member onboarding goes well. Fourth, shout out from the online rooftops about it.

    Should you need any assistance during the process, just contact our Advanced Communities support team – we’ll help you arrange an effective directory.

    Subscribe to Our Newsletter

    Receive regular updates on our latest blog posts, news, and exclusive content!

      Q&A

      1. What is an Individual Online Directory?

      An individual online directory is a catalogue of members who belong to an association. It contains all necessary information a general public or other members of the community can look for, such as full name, contact info, occupation, location, etc.

      Any member or a visitor can follow others displayed in a directory, check out the groups they are in, and download relevant files (but an admin of the site/directory should set up permissions for that).

      2. What Does an Online Directory Look Like?

      Normally, an online directory is visually assembled in tiles or a lengthy list of members who joined a membership portal or other site alike. It usually goes under a separate tab on a website and contains a filtering system (for instance, other members can look up their peers by country, language spoken, or department).

      Salesforce Summer’24 Release: Peek into the Top 3 Experience Cloud Enhancements 

      As we approach the hot season, the temperature is rising, and so is the commitment of the developer teams in the industry. If you are as impatient as we are about the Salesforce Summer’24 Release date, we have you covered – it’s running in June! Following a good old tradition, we are inviting you to comb through the key release notes for this release.

      Jumping a bit ahead, these Salesforce Summer’24 release notes hold enhanced Experience Cloud customization options, specifically revolving around Build Your Own (LWR or Lightning Web Runtime) and Aura sites. You can play around with styling features, fonts, and buttons on your LWR sites. To save you the trouble of surfing through all those docs, we gathered the cream of the crop in this blog article and shoot a quick video for your convenience. Dive in!

      Salesforce summer'24 release_YT thumbnail

      3 Main Experience Cloud Updates from the Summer’24 Release

      We compiled the key 3 Experience Cloud changes that will boost your site’s performance and look big time. However, you can check out the full list of the Summer’24 Salesforce Experience Cloud updates in the release notes

      1. Polish the Layout of Your LWR Site for Every Screen Size

      In this release, you can feel more flexible over the layout of your LWR site and set up the best presentation of your content on any screen size. Thus, you can arrange columns view (side by side or stacked), identify the arrangement for desktop, tablet, and mobile, and vertically align components across columns to the top, center, or bottom of the column.

      Note! The current update is true for LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

      If you don’t have an LWR site, create it. From Setup, type Digital Experiences in the Quick Find box, and choose All Sites → New → Build Your Own (LWR).

      Creating an LWR site in Salesforce

      From Experience Builder, go to the Section or Columns property panel, specify the Section Minimum Height, column arrangement (on the screenshot, you can see it is true for Desktop), and column alignment.

      polish lwr layout

      To select the column arrangement for a specific screen size, use the View Mode dropdown in the top right corner to choose Desktop, Tablet, or Mobile view, and adjust the column arrangements as you see fit. 

      view mode on a lwr site

      2. Customize the Forms and Buttons on Your LWR Site with New Styling Features

      Now you can have more opportunities to update your brand identity via additional style properties for forms and buttons. You can alter the padding for input fields and buttons, the shape of checkboxes, the color scheme of labels, input text, and so much more. 

      To find these updates, enter the Experience Builder of your site, go to Theme → Forms, and locate new properties for:

      • Adjusting the field padding 
      • Choosing the font style, font size, text styles, spacing between the fields, captions, and input text;
      • Setting the field borders, their shape, and thickness.
      changing spacing, fonts, and borders on a LWR site

      To change some more properties for the Form section (on the left screenshot below), go to Theme → Colors → Advanced, and specify colors for:

      • Placeholder text, field labels, and input text, including a property to set the color of in-focus text;
      • Backgrounds for fields and checkboxes, as well as properties to designate the colors for in-focus fields and selected checkboxes;
      • Borders around fields and checkboxes.

      You can also adjust the space above and below the text inside a button. Go to Theme → Buttons (on the right screenshot below) to do that.  

      changing forms and buttons

      3. Add CRM Analytics Dashboards to LWR Sites (Generally Available)

      The Salesforce Summer’24 release notes tell us you can add the CRM Analytics Dashboard component on your LWR site to let your users engage with related analytics and figures. This way, customers can see visualizations of account data alongside their account information. 

      LWC CRM Analytics component for a LWR site

      As for the other specs for this component, you can choose the dashboard needed, specify its height, filters, and check/uncheck the checkboxes:

      • Show Share Icon
      • Show Title
      • Show Header 
      lwc crm analytics

      Minor Experience Cloud Updates in the Summer’24 Release

      While these were the top 3 Experience Cloud enhancements in the Salesforce Summer’24 release notes, we want to mention some other minor yet meaningful improvements that your sites would benefit from: 

      Upgrade your app with the latest features from Mobile Publisher for Experience Cloud 

      You can protect your Mobile Publisher for Experience Cloud app with new security functionalities, such as user opt-in biometric login (beta), snapshot prevention, and customizable mobile security policies. 

      Integrate with Data Cloud to harness site data (Generally available) 

      You can now connect your Data Cloud to your LWR site. This change collects users’ insights and their data from a site (user’s profile and engagement) and allows you to create analytics and personalize your sites. When you turn on your Data Cloud integration, it connects your site to Data Cloud so that you can start tracking events as they occur on your site.

      See updates to dependent picklists while editing records in LWR sites

      The Record Detail component in LWR sites now supports dependent picklists. Once a site visitor changes the value of a controlling field, they see updates to dependent field options and values. This support also includes compound fields such as Address when state and country/territory picklists are enabled. 

      Customize URLs for Accounts and Contacts to improve SEO (Beta) 

      To boost organic traffic even more, you can customize URLs that improve search engine optimization (SEO). This way, you can create SEO-friendly URLs aka ‘slugs’ for your site’s account and contact pages. A slug replaces the record ID in the URL with relevant and human-readable information, ensuring that search engines optimally surface your site’s page.

      Customize Your Einstein AI-Generated Search Answer Settings

      As the Salesforce Summer’24 Release date is getting closer, you have some time to play around with more customization options and see if you like it! You can create a unique title and description of your Einstein AI-generated search answers on the Results Layout component.  

      Improve the Performance and Scalability of LWR Sites with Experience Delivery (Pilot)

      Experience Delivery is a new hosting infrastructure for LWR sites. It comes with enhanced security and search engine optimization (SEO) to ensure a site meets your customer’s needs. 

      Note!

      This change is true for LWR sites in Lightning Experience and Salesforce Classic in Enterprise, Performance, and Unlimited editions. Developer Edition is not supported. To take part in this pilot, reach out to your Salesforce admin.

      The refined feature is based on server-side rendering (SSR) and a dedicated content delivery network (CDN) to render the page on the server and then cache it in the CDN. 

      Final words

      The Summer’24 Salesforce Release won’t leave you empty-handed. It’s loaded with customization options for Experience Cloud (Aura and LWR sites), site performance changes, and security & sharing tweaks. 

      Advanced Communities always strives to deliver value to our readers, so we hope you get that after reading this in-a-nutshell piece. We keep our finger on the pulse for the next meaningful Salesforce updates and will spread the word to you! 

      Subscribe to Our Newsletter

      Receive regular updates on our latest blog posts, news, and exclusive content!

        Deliver Partner Success with Great Design and UX

        What does it take to provide partners within the Salesforce ecosystem with astounding results and success? Are there any lifehacks to get them to use a partner portal? These and other questions were the webinar agenda we hosted with Salesforce and our client — Appfire — on May 7th, 2024. 

        Tom Furtney (Managing Partner at Advanced Communities), Matt Crane (Salesforce Product Management – PRM), and Rick Buie (Senior Director of Channel Strategy & Operations at Appfire) discussed numerous ways the Salesforce PRM can elevate partner engagement, where the Advanced Communities products stand in the picture, and what the Appfire’s journey with Salesforce PRM was. 

        You are welcome to read this recap to grab all the details. For TLDR, please watch the full video recording of the webinar here. 

        What is Salesforce PRM?

        Salesforce PRM (Partner Relationship Management) is part of the entire suite of Salesforce capabilities—it’s all built on the #1 AI CRM for Sales platform. Generally, Salesforce provides various opportunities for partners, namely prospecting, CPQ & Billing, Sales Analytics, Sales programs, and team collaboration, to name just a few. 

        Speaking of the broad capabilities included in the Salesforce partner management kit, they let you extend your CRM efforts to your partners. The company allows you to market, sell, manage, support, enable, and incentivize them with top-notch digital experiences. 

        Salesforce PRM ecosystem

        Being the hottest topic of the day, AI has found its spot in the Salesforce landscape. In the partner space, this technology allows you to:

        • Simplify partner selling;
        • Generate partner engagement
        • Onboard and prepare partners for sales with Einstein;
        • Connect your partners to great deals with Lead & Opportunity Scoring;
        • Focus on partner strategy with Pipeline Inspection;
        • Skyrocket customer success with Einstein for Service in PRM.

        How does Advanced Communities Implement PRM on Salesforce Experience Cloud? 

        Advanced Communities (AC to our friends) has been a partner with Salesforce for almost 10 years. The company was at the outset and started working with Salesforce when Community Cloud was first launched. Right now, this is already called Experience Cloud. 

        As Tom Furtney rightfully noticed, Experience Cloud is the engagement level of Salesforce. Thus, Advanced Communities helps drive success and sales for partners and makes it possible for businesses to engage and adopt the platform. 

        When we are talking about PRM in Salesforce, we refer to it as an external portal or webpage that, ideally, has partners that want to engage and work with your organization. There are a plethora of other in-depth capabilities that come with Salesforce PRM. This is when Advanced Communities comes into play. 

        PRM on Salesforce Experience Cloud by Advanced Communities

        As both an app developer and services provider, Advanced Communities was able to deliver holistic solutions that drive partner success with Salesforce out-of-the-box functionalities as much as possible. 

        One of the AC’s strong points is our expertise in design and user experience. They are differentiators for us, helping organizations boost their external partners’ journey. Thus, AC does its best when developing a partner portal that reflects your brand’s identity. 

        As mentioned earlier, Advanced Communities is also an app developer. Our products are 100% native to Salesforce and require no third-party integrations. To extend the Salesforce features, we’ve built several bolt-ons that go above and beyond. Among them, you will find these products for curating partner experiences:

        • AC Partner Marketplace, which allows your partners to have their listings on the portal and generate more leads through their profiles. They can manage them in a self-service mode, keep them updated, and just stay successful.

        AC Partner Marketplace

        See product details

        • AC Partner Co-Branding, which lets partners create co-branded marketing and sales content within the portal in real time following your brand guidelines. They can use the prebuilt branded templates you provide them with, upload their logo, and do so much more.

        AC Partner Co-Branding

        See product details

        What is the Appfire’s Journey with Salesforce PRM? 

        Appfire is a software company that extends and enhances the world’s leading platforms, such as Salesforce, monday.com, Attlassian, and Microsoft. The company is committed to strong partner relationships and creating value for them. Rick Buie states that Appfire has three major rules for that:

        • Being curious and really good listeners;
        • Asking the question ‘Is this the right thing for partners?’;
        • Making it easy to find what partners need, when they need it.

        Appfire strives to take its partners down the following growth path. They want to drive their awareness, make the learning curve simple and user-intuitive, provide partners with a consistent suite of resources, and allow all of them to grow through a mix of their self-service programs.

        Appfire partner growth model

        How did Advanced Communities Assist Appfire in Their Salesforce PRM Aspirations?

        In April 2023, Appfire started with MVP and prioritized some basic goals. They used out-of-the-box layouts and functionalities for the portal to get them to market faster and harvest valuable user feedback (it was amazing!).

        April 2024 marked the period for Appfire when they partnered with Advanced Communities—a highly recommended Salesforce consultant. Together, they focused on personalization, updated branding, enhanced the partner portal’s design, and created different entry points to allow partners to find what they need within the Appfire ecosystem. 

        PRM Webinar_Appfire & AC partnership

        It’s been a year since the Appfire’s launch and the results are whopping. The company has 150+ partners, 650+ users, 150+ assets, and 8 training courses. Together with Advanced Communities and Salesforce PRM, Appfire has built a self-service model and high-touch activities for partners.

        The AC PRM Playbook

        Download The Playbook
        Note!

        After the webinar, our speakers were engaged in insightful discussions and answered spot-on questions asked by the participants. You have to check it out! Watch the Q&A session starting at 18:40. 

        We Appreciate Your Joining in!

        We received brilliant feedback on this webinar which adds up to our bottom line and everything we do for our audience. The entire Advanced Communities team is thankful and is already planning the next, meaningful sessions. 

        To dive even deeper into all things partner success, you can sign up for our post-webinar bonus resources. Just fill in the Contact Sales form with the note “Want to get the bonus “Deliver Partner Success with Great Design and UX” webinar resources”. 

        Stay tuned for more and keep close tabs on our upcoming teasers. 

        Subscribe to Our Newsletter

        Receive regular updates on our latest blog posts, news, and exclusive content!

          AC Partner Marketplace Product Sheet

          Download the fact sheet now to explore:
          • How the app streamlines the entire channel sales process, from onboarding to selling.
          • How it enhances partner management with a self-service platform, real-time updates, and lead generation.
          • How it supports network expansion and automates business workflows.
           

          Complete the form to get your free copy.

           

           
           

          By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

           
          AC Partner Marketplace_one pager

          AC Knowledge Management Enterprise Product Sheet

          Download the fact sheet now to explore:
          • Key features – See how AC Knowledge Management Enterprise empowers your support team.
          • Benefits – Understand the value it brings to your customers.
          • Real results – See the impact AC Knowledge Management Enterprise can have on your organization.
           
           

          Complete the form to get your free copy.

           

           
           

          By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

           
          AC Knowledge Management Enterprise_One pager

          AC Ideas Ultimate Product Sheet

          Download the fact sheet now to explore how AC Ideas Ultimate helps you:
          • Capture – Easily collect ideas from customers, team members, and stakeholders.
          • Evaluate – Use built-in tools to score, prioritize, and review ideas based on custom criteria.
          • Implement – Track progress, convert cases into ideas, and turn the best ideas into actionable projects.
           
           

          Complete the form to get your free copy.

           

           
           

          By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

           
          AC Ideas Ultimate_One Pager

          AC MemberSmart Product Sheet

          Download the fact sheet now to explore:
          • Key features – See how AC MemberSmart empowers your team.
          • Benefits – Understand the value it brings to your members.
          • Real results – See the impact AC MemberSmart can have on your organization.
           
           

          Complete the form to get your free copy.

           

           
           

          By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

           
          AC MemberSmart_One pager

          AC Events Enterprise Product Sheet

          Download the fact sheet now to explore:
          • Key features – Learn how AC Events Enterprise automates registration, marketing, and analytics.
          • Benefits – Learn how it improves attendee satisfaction and helps your event shine.
          • Proven results – See how the app transforms your event outcomes.
           

          Complete the form to get your free copy.

           

           
           

          By submitting this form, you agree to occasionally receive guides, tips, and tricks from AC. You can unsubscribe at any time.  

           
          AC Events Enterprise_One Pager