Bay County Habitat for Humanity: A Modernized Salesforce Foundation

Sector: Housing nonprofit  |  Salesforce: Modernized Salesforce org  |  Focus: Fundraising, grants, and volunteers  |  Date: August 2026

The goal

Set up Habitat for Humanity operations on a modernized Salesforce org covering fundraising, grants, and volunteers, with a roadmap built for scale.

What we built

CloudSage implemented and optimized the Salesforce org to support day-to-day nonprofit operations:

  • Fundraising management on a modernized Salesforce org
  • Grants management
  • Volunteer management
  • Integrations and Salesforce optimization
  • Presentation materials to communicate the solution to stakeholders
  • An implementation roadmap built for scale

The result

A modernized Salesforce foundation for fundraising, grants, and volunteer management, and an implementation roadmap built for scale.


Want a Salesforce your team can actually run? Email us or call (437) 778-3700 to book a free consulting call. CloudSage Consultancy Inc. is a Salesforce Partner and Pledge 1% member.