Published 21 May 2025 · Last reviewed 30 Apr 2026
Akshaya Patra
Industry
Fundraising and Donor Management
Client
Akshaya Patra
Integration
Microsoft Outlook, Microsoft OneDrive
Products Used
Sales Cloud, Salesforce NPSP (Nonprofit Success Pack), Marketing Cloud
The Akshaya Patra Foundation is an independent Indian charitable trust delivering the Government of India's PM POSHAN Initiative (formerly the Mid-Day Meal Scheme) to address classroom hunger and malnutrition at scale. Techila implemented Salesforce NPSP (Nonprofit Success Pack), Sales Cloud, and Marketing Cloud — integrated with Microsoft Outlook and OneDrive — to modernise donor management and automate donation-receipt workflows across the foundation.
The Akshaya Patra Foundation is one of India's largest non-profits, delivering the Government of India's PM POSHAN Initiative (formerly the Mid-Day Meal Scheme) at scale. Techila Global Services — a Salesforce Summit Partner — implemented Salesforce NPSP (Nonprofit Success Pack), Sales Cloud, and Marketing Cloud, integrated with Microsoft Outlook and OneDrive, to migrate donor data from a legacy system without loss of relationship context, automate donation-receipt generation, batch-process annual fiscal receipts, and give the foundation a single record per donor across opportunities, communications, and campaigns.
[ At a glance ]
- Client
- Akshaya Patra Foundation — Indian Trusts Act 1882 charitable trust delivering PM POSHAN
- Industry
- Non-Profit · Fundraising · Donor Management
- Products used
- Salesforce NPSP (Nonprofit Success Pack) · Sales Cloud · Marketing Cloud
- Integration
- Microsoft Outlook (email + calendar sync) · Microsoft OneDrive (receipt storage)
- Key outcome
- Automated donation receipts, annual-receipt batch generation, real-time email tracking, dashboard visibility
- Provider
- Techila Global Services · Salesforce Summit Partner
01
The Brief
8 challenges
Akshaya Patra was capturing donor and donation data manually across spreadsheets and a legacy system with limited automation, no consistent reporting, and no scalable receipt-generation workflow. Donor relationships were hard to track, receipt storage was constrained, and the foundation could not generate annual fiscal receipts for donors at year end — affecting compliance and donor experience.
Capturing, tracking, and updating client details is a manual and time-consuming process.
The existing system had limited automation capabilities.
Data regarding donations were recorded in spreadsheets, as well as in the current system without any consistency.
Tracking Donor relationships had been difficult.
Availability of limited reporting in the current system.
Historical donor records in the legacy system required migration to NPSP without loss of relationship context.
Limited Storage for Donation Receipts.
Unable to generate annual receipts for donors for the fiscal year.
02
The Approach
Solution
Techila migrated the donor estate from the legacy system to Salesforce NPSP (Nonprofit Success Pack), with Sales Cloud for opportunity management and Marketing Cloud for donor communications. OneDrive was integrated for receipt storage, Outlook for email and calendar sync, and a batch-processing workflow generates annual donation receipts automatically — with dynamic templates and digital signatures applied per campaign.
Configured opportunity management in Salesforce NPSP to track each donation from pledge through receipt acknowledgement.
Maintain detailed information of the donor and donation history on a single Account record.
Implemented OneDrive for storing receipts.
Created several templates for donation receipts based on different campaigns.
Implemented Batch Processing for Annual receipts.
Developed a dynamic template for signature on donation receipts.
Donations are automatically linked to the Account record based on the Email ID.
Implemented Outlook Integration sync to enable synchronization of emails and calendars.
03
Stack & Tools
04
Impact
Donation receipts are now generated and emailed automatically at point of donation, annual fiscal-year receipts batch-process at year end, and every donation is linked to the donor account by email ID. The foundation has real-time email tracking, simplified task and event management, defensible data quality, and management-grade reporting — replacing manual receipt generation and disconnected spreadsheets.
No longer need to spend time creating donation receipts.
Send the receipts automatically to the Donors.
Send Annual receipts automatically at the end of each fiscal year.
Easy to maintain Opportunity, existing Donors and Receipts into the system.
Reduced delays in sending the Donation Receipts.
Real Time Email Tracking.
Simplified Task and Event Management.
Ensure the relevance of data.
Better visibility into reports and dashboard for management.
“Donation receipts now go out automatically the moment a donor gives, and our annual fiscal-year receipts batch-process themselves at year end. Our donor relationships are finally on one record — and our team can spend their time on the mission instead of receipt admin.”
— Head of Fundraising Operations · Akshaya Patra Foundation
[ Related services ]
How Techila delivers this for your team.
Salesforce Sales Cloud
Senior-led Sales Cloud delivery — opportunity management, pipeline visibility, and forecasting for fundraising operations.
Explore→Salesforce Marketing Cloud
Donor journeys, campaign attribution, and lifecycle communications via Email Studio, Journey Builder, and Marketing Cloud Account Engagement (MCAE/Pardot).
Explore→Salesforce Data Cloud
Unify donor, beneficiary, and campaign data into a real-time profile that grounds personalisation and reporting across NPSP and the wider stack.
Explore→Managed Support
Operate the foundation's Salesforce platform under senior-led managed services — release governance, observability, and quarterly value review.
Explore→[ FAQ ]
Frequently asked questions.
What buyers ask after reading this Techila case study.
What was the timeline for the Akshaya Patra Salesforce rollout?
The NPSP + Sales Cloud + Marketing Cloud build, with OneDrive receipt storage, Outlook integration, dynamic receipt templates, and the annual-fiscal-year batch processor, shipped under Techila's senior-led delivery model — typical end-to-end duration is 14–18 weeks for a programme of this scope.
Which Salesforce products were used in this engagement?
Salesforce NPSP (Nonprofit Success Pack), Sales Cloud, and Marketing Cloud — integrated with Microsoft Outlook for calendar / email sync and Microsoft OneDrive for donation-receipt storage. The platform is extensible to Service Cloud and Data Cloud as the operating motion grows.
What is Salesforce NPSP and why does Akshaya Patra use it?
Salesforce NPSP (Nonprofit Success Pack) is the Salesforce-supported managed package built for non-profit donor management — covering accounts and households, gifts and pledges, recurring donations, soft credits, batch processing, and grants. Akshaya Patra uses NPSP to manage donor relationships and the donation lifecycle on a non-profit-native data model.
How were historical donor records migrated to NPSP?
Techila migrated the historical donor estate from the legacy system into NPSP without loss of relationship context — preserving giving history, soft credits, household relationships, and campaign attribution so the foundation could go live with the full donor heritage intact.
How are annual fiscal-year donation receipts generated?
A batch-processing workflow runs at fiscal year end, aggregates every donation per donor across the period, applies the dynamic receipt template (with digital signature), stores the PDF on OneDrive, and emails the receipt to the donor — fully automated, with audit trail.
Is the same approach a fit for other Indian and global non-profits?
Yes. The pattern — NPSP + Sales Cloud + Marketing Cloud + Outlook / OneDrive integration + automated receipt generation — generalises across Indian charitable trusts, faith-based foundations, education non-profits, and international NGOs running donor-receipt-driven fundraising operations.
