Salesforce Nonprofit Cloud Specialist (Bengaluru)

Salesforce Nonprofit Cloud Specialist (Bengaluru)

13 Nov
|
Ponka
|
Bengaluru

13 Nov

Ponka

Bengaluru

Job Summary

Edesia Nutrition is seeking an experienced Salesforce Nonprofit Cloud Specialist to support and optimize its Salesforce Nonprofit Cloud workplace following the migration from Fundraise. The role will focus on investigating and resolving post-migration data issues, improving the Fundraise-to-Salesforce integration, maintaining accurate donor and organizational relationships, and supporting reliable donation tracking and reporting. The successful candidate will work with IT and business stakeholders to improve data integrity, system functionality, and ongoing processes.

This is a project-based role for 2-3 months.

Responsibilities and Duties Salesforce Administration & Data Management

- Review and troubleshoot duplicate Person Accounts and Organization Accounts.
- Review and optimize matching rules and duplicate-management processes.
- Identify and resolve data inconsistencies resulting from migration.
- Validate account-owner and relationship-manager assignments and investigate changes caused by integrations or automation.
- Maintain accurate donor, organization, and related-record data.

Fundraise-Salesforce Integration

- Investigate synchronization issues between Fundraise and Salesforce Nonprofit Cloud.
- Review integration object and field mappings to ensure they align with the Nonprofit Cloud data model.
- Validate matching keys and external IDs so returning donors are matched to existing records.
- Troubleshoot donation records that create new Accounts instead of linking to the correct existing donor or organization.
- Recommend controls or automation to support correct Parent Account and household relationships.

Account Relationships & Donation Management

- Review Parent-Child Account relationships and household memberships.
- Investigate incorrect person-to-organization or foundation relationships and coordinate data corrections.




- Support accurate handling of Gift Transactions, Gift Commitments, and related records.
- Support donation rollup processes that distinguish direct giving from total hierarchy giving and avoid double counting.
- Validate sample account totals and relationships against source-system records.

Automation, Data Quality & Optimization

- Use Salesforce automation, such as Flow, where appropriate to support account assignment and relationship processes.
- Support Data Processing Engine (DPE) definitions and scheduled processing related to donor gift summaries and rollups.
- Evaluate duplicate-management and bulk-merging tools, confirming compatibility with Person Accounts and Nonprofit Cloud records.
- Plan and perform data corrections carefully, including backups and post-change validation.
- Document configurations, issue resolution, and recommended process improvements.

Reporting & Stakeholder Collaboration

- Reconcile Salesforce records and donation totals against Fundraise or approved source files.
- Communicate findings, risks, dependencies, and recommended fixes to IT and business stakeholders.
- Maintain documentation of integration mappings, data rules, and troubleshooting procedures.
- Support testing and validation after configuration or data changes.

Qualifications

- Experience with Fundraise or another nonprofit fundraising platform.
- Experience with Salesforce Data Processing Engine (DPE) and donor gift summaries.
- Experience with Gift Transactions, Gift Commitments, household memberships, and donation reporting.
- Familiarity with Demand Tools, Cloudingo, Plauti Duplicate Check, or DataGroomr.
- Experience validating account hierarchies and donation rollups.

Skills

- Salesforce Nonprofit Cloud
- Salesforce Administration
- Salesforce Integration
- Data Migration & Data Management

Location - Mumbai, Delhi / NCR, Bengaluru , Kolkata, Chennai, Hyderabad, Ahmedabad, Pune, Remote, US Shift timings

📌 Salesforce Nonprofit Cloud Specialist (Bengaluru)
🏢 Ponka
📍 Bengaluru

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