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Idealist Consulting

Consulting PartnerSelect tier — retrieved 2026-10-14 · AppExchange listing (legacy Salesforce tier name)

US nonprofit-sector Salesforce Select consultancy, Portland, Oregon (own-site about page, read 2026-10-14). Consulting listing of record: Salesforce Select tier, 158 AppExchange reviews at 4.92, structured certificationCount 97 (AppExchange, read 2026-10-14). Listing-declared consultant country: United States. Listing competency table records Nonprofit (48 projects, Cloud Expert), Small Business (38, Cloud Expert), Agentforce Marketing (18, Cloud Expert), Platform (9, Cloud Accredited), Agentforce (3, Cloud Accredited), Education (Cloud Expert award, 0 recorded projects). Own site (idealistconsulting.com, captured 2026-10-14): Salesforce implementation, managed services and the full AI adoption journey for nonprofits; named-client Salesforce cases include BRAC (unified global Nonprofit Cloud instance - 300% active-user growth in six weeks at roughly 20% of projected cost), Project Lemonade ($100,000 grant enabled by new tracking) and Oregon Public Broadcasting (NGOC-to-NPSP migration).

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· Checked 2026-10-14

What they do

Supported products and clouds, from the research record:
  • Nonprofit Cloud
  • Marketing Cloud
  • Agentforce/Einstein AI
  • Experience Cloud
  • Education Cloud
NonprofitEducation

Evidence

Researched and sourced by SFTenders
Corporate registrationUnknown
Not provided — no public source found; company registration details are not published on accessible sources
Team sizeUnknown
Not provided — no public source found; no first-party headcount figure is published
CertificationsUnknown
Not provided — no public source found; no certification list is published on accessible sources
Regions: North America
Markets served: North America
Locations: Not provided
Partner supplied — shown, not endorsed

These claims come from the partner’s own channels and were not independently verified.

BRAC - unified global Nonprofit Cloud instance, three-org NPSP consolidation (own-site case study)Partner supplied
first-party quantified outcomes ('300% Increase in global active users in six weeks'; 'In just four months - at roughly 20 percent of the original projected cost - BRAC launched its unified global Salesforce instance', captured 2026-10-14), named client (BRAC, global NGO; quotes from BRAC USA CEO Julia Roberts in the case), page datePublished 2025-11-18 - inside the 3-year A-recency window.
No quantified outcomes published — nothing inferred.
Source: https://idealistconsulting.com/BRAC-case-study (retrieved 2026-10-14)
Project Lemonade - youth-services Salesforce implementation with FormAssembly self-service portal (own-site case study)Partner supplied
client-quoted quantified outcome ('We were able to say yes to a $100,000 grant' because the new system could track information previously out of reach, captured 2026-10-14), named client (Project Lemonade, foster-youth nonprofit, Oregon/SW Washington), page datePublished 2024-12-13. Single client-quoted figure keeps it below A; quantified outcome parks at B (S2 rubric).
No quantified outcomes published — nothing inferred.
Oregon Public Broadcasting - NGOC-to-NPSP migration with PBS Passport member sync (own-site case study)Partner supplied
delivery claim only - NGOC-to-NPSP migration, custom PBS Passport sync 'completed well in time for OPB's busiest fundraising season' (captured 2026-10-14), named client (Oregon Public Broadcasting), page datePublished 2024-05-21. No quantified metric in the case body; C (S2 rubric).
No quantified outcomes published — nothing inferred.

Footprint

Footprint — not in our record.

Commercial clarity

Contracting partyUnknown
Not provided — no public source found; company registration details are not published on accessible sources
Budget bands
Not provided
Pricing basis
Not provided
Exclusions
Not provided
Support arrangements
Not provided

Commercial terms publish when partners complete licensing review.

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