Migration Readiness Assessment

Answer a few quick questions and we'll score your org across five key dimensions to recommend the right migration strategy for your transition from NPSP to Agentforce Nonprofit.

We'll recommend one of four migration strategies:

✅ Retain

Keep working in your legacy org. Your NPSP setup still delivers value and doesn't need to move yet. Use this time to reduce coupling and prepare.

🗄️ Retire

Deprecate and decommission. The solution has low or no usage and shouldn't carry forward. Archive the data and move on.

📦 Rehost

Deploy to a new org with minimal changes. Your solutions are mostly decoupled from NPSP — the effort is deployment, not redesign.

🔨 Rebuild

Full reimplementation on Agentforce Nonprofit. Tightly coupled to NPSP with high strategic value — rebuild to unlock new platform capabilities.

We'll score your org across five dimensions:

Business Value & Usage Is NPSP actively used? Does it still deliver value?

NPSP Coupling How tightly are automations and integrations bound to NPSP and managed package namespaces?

Customization Depth How far is your current setup from an out-of-the-box configuration?

Data Complexity & Volume How complex is your data model? Person Accounts, Soft Credits, large record volumes?

Effort vs. ROI Does your team have the capacity and motivation for a transition?

Full name

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Your Dimension Scores

Recommended Next Steps

Your results are a starting point — not the whole story.

11 questions can point you in the right direction, but a real migration plan takes a deeper look. Our team has successfully guided nonprofits through NPSP to Agentforce Nonprofit transitions — let us help you map out the full picture for your org.

Book a Consultation

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