Salesforce Projects for Nonprofits & Charities

Scoped Salesforce implementations, migrations and system builds for purpose-driven organisations.

Not every organisation needs ongoing managed support straight away — sometimes what you need is a clearly scoped project: a new Salesforce implementation, a major system rebuild, a data migration, or a custom app built around a specific program.

Blaze Your Trail delivers Salesforce projects for nonprofits and charities, backed by the same certified Nonprofit Success Pack (NPSP) consultants and developers who support our ongoing Partnerships.

 

The Kinds of Projects We Deliver

New Salesforce Implementations

Getting your organisation set up and using Salesforce for the first time, with appropriate branding, permissions and record access according to your needs, with privacy and confidentiality as the highest priority.

Custom Apps & Objects

Building purpose-built Salesforce apps — custom objects, data models, screen flows and automation — designed around how your program actually runs, not a generic template.

System Migrations & Data Cleansing

Moving off spreadsheets, legacy databases or another CRM into a clean, well-structured Salesforce org, with data normalised and deduplicated as part of the move.

Fundraising & Engagement Platform Integrations

Connecting Salesforce with the platforms you already rely on — Raisely, Mailchimp, Campaign Monitor, Humanitix, Form Assembly and more — so donor and supporter data flows automatically instead of being copied by hand.

Website & Digital Refresh Projects

For organisations needing more than Salesforce — brand refreshes, new Shopify websites, and donation platform builds — as part of a broader digital transformation project.

 

How a Project Works

Each project starts with a discovery session: a collaborative workshop to gather requirements, align goals, and identify potential challenges and solutions. From there, we prepare a detailed Statement of Work so you know exactly what's in scope, what's delivered, and when.

Projects are time-boxed and outcome-focused — once delivered, your organisation owns a documented, clean system. Many organisations then move into an ongoing Partnership with us to keep that system healthy and evolving.

 

Recent Project Outcomes

Cat Protection Society of NSW — A true "Cat Relationship Management" system: simplified payments, an Adopt-a-Stray program built to scale, and a leaner tech stack.

Women's Environmental Leadership Australia (WELA) — A four-month implementation of Salesforce NPSP integrating Raisely, Humanitix, Typeform, Mailchimp and Gmail, replacing scattered spreadsheets with a unified stakeholder system.

Baw Baw Food Relief — A custom case-and-service-delivery system replacing paper files and spreadsheets, with guided client registration and real-time reporting dashboards.

 

Read more of these stories on our Case Studies page.

Frequently Asked Questions

  • A Project is a scoped, time-boxed piece of work with a defined start and end date — like an implementation or migration. A Partnership is ongoing support and system care after that work is done. Most organisations start with a Project and move into a Partnership once their system is live.
    Partnerships
  • It depends on scope — a system implementation can take anywhere from a few weeks to several months. Our WELA project, for example, took four months from kickoff to completion. We'll give you a realistic timeline as part of your Statement of Work.
  • Yes, though it's scoped separately. Many of our project clients move into an ongoing Partnership once their system is live, so it's proactively maintained rather than left to age.
    Partnerships
  • A discovery session is a collaborative workshop — typically around 90 minutes — to gather requirements, align on goals, and identify potential challenges and solutions before we scope the Statement of Work.
  • Yes. Data migration and cleansing is a common part of our project work, provided data is normalised and any personally identifiable information is shared securely.
  • Yes — integrating Salesforce with platforms like Raisely, Mailchimp, Humanitix and Form Assembly is a common part of our project scope, so your fundraising and engagement data flows automatically.

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