Salesforce projects for nonprofits and charities

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

Still running on spreadsheets, whiteboards and clipboards? That’s where most of our project customers start. We’ve helped dozens of nonprofits move into one reliable Salesforce system built around how their programs actually work. Every project is delivered by the same certified Nonprofit Success Pack (NPSP) consultants and developers who support our ongoing Partnerships.

Book a free consultation Read our case studies

Spreadsheets Whiteboards Clipboards One Salesforce system

The kinds of projects we deliver

Whether it’s customer intake, service delivery, volunteer management or donor records, we’ve seen the before and after. Here’s where we usually help.

  • New Salesforce implementations

    Getting your organisation set up on Salesforce for the first time, with your branding, the right permissions and record access, and privacy and confidentiality treated as the highest priority.

  • Custom apps and objects

    Purpose-built Salesforce apps, including custom objects, data models, screen flows and automation, designed around how your program runs rather than a generic template.

  • System migrations and data cleansing

    Moving off spreadsheets, legacy databases or another CRM into a clean, well-structured Salesforce org, with your data normalised and deduplicated along the way.

  • Fundraising and engagement integrations

    Connecting Salesforce to the platforms you already use, such as Raisely, Mailchimp, Campaign Monitor, Humanitix and Form Assembly, so donor and supporter data flows automatically instead of being copied by hand.

  • Website and digital refreshes

    For organisations that need more than Salesforce: brand refreshes, new Shopify websites and donation platform builds, as part of a broader digital transformation.

How a project works

Every project follows the same path, so you always know what’s happening and what comes next.

  1. Discovery session

    A collaborative workshop of around 90 minutes to gather requirements, agree on goals and spot challenges early.

  2. Statement of Work

    A detailed plan so you know exactly what’s in scope, what we’ll deliver and when.

  3. Build and delivery

    Time-boxed and outcome-focused. Depending on scope, that’s anywhere from a few weeks to several months.

  4. Handover

    You own a clean, documented system that your team knows how to use.

Once your system is live, many organisations move into an ongoing Partnership with us, so it stays healthy and keeps growing with you.

Learn about Partnerships

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.

Read the case study

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.

Read the case study

Baw Baw Food Relief

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

Read the case study

Common Ground Project

A transformed digital system, introducing an integrated database, e-commerce website, ordering portal and email platform.

Read more of these stories on our Case studies page.

Impact, in their words.

Here's what the organisations we work with have to say.

Blaze Your Trail was excellent at understanding our needs (which are quite complex) and was responsive to questions and changes. In the early stages we didn't know all that we needed to know but we were guided towards helpful solutions. A service like ours has many nuances to capture, and this support is incredibly valuable to ensure we are able to clearly tell our story with numbers.

St Kilda Gatehouse

Nickie Gyomber

St Kilda Gatehouse

Blaze Your Trail were an excellent partner for the implementation of Raisley and the integration with our Salesforce platform. They also assist with building offline fundraising workflows that ensured we could better manage donor stewardship with minimal staff resources within our organisation. We would not hesitate to recommend them to organisations wanting to implement Raisley and Salesforce-based fundraising solutions.

PANDA

Bec Shafer

PANDA

Freedom Solutions Australia engaged Blaze Your Trail to support our organisation with its Salesforce administration, reporting, and process improvement. The team consistently demonstrate deep technical expertise, professionalism, and a genuine commitment to social impact. They quickly understand the complexities of our operating environment and provide clear recommendations that improve both efficiency and effectiveness.

Freedom Solutions

Scott Miller

Freedom Solutions

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.

LatestNews

  • Prepare for Certificate Changes

    Prepare for Certificate Changes

    TLS Certificate changes: Deprecation of Dual-Use Certificates effective June 15, 2026, Reduced Certificate Lifespans effective March 15, 2026, and Root Certificate Transition effective February...

See all news