HomeKeeper is an application installed on the Salesforce Platform. Before you can get started with HomeKeeper, you need a Salesforce instance. This article walks you through obtaining Salesforce. If you are a qualifying Nonprofit organization, you will also follow the instructions on how to apply for your 10 free licenses!

Apply for the Salesforce Power of Us Program

Salesforce Power of Us is a program designed to get nonprofits and educational institutions started on Salesforce.

Step-by-Step Instructions to Submit Your Application

• Step 1: Review the Eligibility Criteria 
• Step 2: Log in to the Power of Us Portal to submit your application. 
  • You will need to create a Trailblazer account if you do not already have one.
• Step 3: Once you receive an approval email, log back into the Power of Us Portal with your Trailblazer profile to select your discounted product

• Step Four: Once you've created your Trailblazer account, it will automatically redirect you to the Power of Us portal to complete the next steps. 

Verify Eligibility

Collect Required Documentation

1. Before starting your application, make sure you have access to the required documentation:
   • Your Tax ID number
   • 501(c)(3) or 501(c)(4) IRS determination letter

2. Then, enter contact information for your System Administrator

3. Enter information about your organization, including your EIN, organization address, nonprofit sector, and a description of your mission.

4. Next, you will be asked to upload proof of eligibility - your 501(c)(3) or 501(c)(4) determination letter:

5. Finally, submit your application! Salesforce will review and approve it within 3 business days.

Select Your Product

Once Salesforce has approved your application, you will select which nonprofit product you would like to receive. 

1. Log back into the Power of Us portal using your Trailblazer login. Click “Begin” to ‘Request Products’. 

2. Before you can request the 10 free licenses, it will prompt you to complete the Salesforce Nonprofit Readiness Survey. Just complete this survey to the best of your knowledge - there are no wrong answers!

Once you've completed the survey, it will show you how your organization compares to others who have completed the survey.

3. Finally, select which product you want. Choose your preferred option from the dropdown and click Create Org!

Next Steps

Salesforce will create an instance for your org and create a user account for your System Administrator. 

Now, we can proceed with setting up HomeKeeper!