Most organizations start out with 1GB of storage for Salesforce CRM. This can be a challenge especially for nonprofits who would like to collect a lot of data needed to report to their funders, collect program data or consolidate multiple aspects of their business data into Salesforce. Over time the data fills up the allotted storage and puts organizations into a bind to either purge data or purchase more storage.
Over the years we have explored different solutions that can be used as preventive measures and limit the storage used. The traditional approach is to either export and archive or aggregate and purge older records. The drawback with these solutions is that you can no longer see the details of the historical data in Salesforce.
Below we describe a different preventive approach inspired from document-oriented databases that allows organizations to keep their data and not run the risk of running out of storage.
Our DaizyLogik team of developers and consultants have a long history of working with local government agencies to support them in upgrading their systems and evolving their technology to adjust to changing demands.
We were thrilled to support the City of Everett, Washington, as they sought to extend the Business and Occupation Tax system, a service oriented, extensible and modular system that our director of technology, Vladimir Martinov, originally led the design and development of for the City of Bellevue, Washington.
Built on the Microsoft .NET framework and powered by SQL Server, the system supports critical business processes for local city agencies and integrates with external systems via web services.
Over the years, this system has become a regional success and has been adopted by other city agencies. Seattle area cities have licensed this system from the City of Bellevue but have needed modifications to ensure the system fits their own business processes and city tax code.
For many years, Bellingham Food Bank used a legacy Access database called “The Food Bank Intake Database” to track client intake information for the 300-600 households who use their services each day they’re open. This software allowed them to collect data for analysis of the services they provided to their clients, and to produce the monthly statistical reports required by various funders.
As time passed, and as the organization upgraded their various systems, the Access database did not upgrade along with it. The staff at Bellingham Food Bank recognized the mission critical nature of the database, and began to make plans to replace the aging system once it started to crash regularly. In order to process a household every 30-60 seconds, the team needed a system they could depend on.
The Bellingham Food Bank engaged DaizyLogik to design and develop a client intake application that leverages the features of Salesforce CRM and the Nonprofit Success Pack to provide a modern and mobile user interface.
Read the case study here.
Washington Defender Association (WDA) engaged DaizyLogik to assist with efforts to update and automate their business processes while moving to Salesforce CRM. This effort was done in concert with WDA’s initiative to redesign their outdated website and ensured a much needed integration between the two systems. WDA is a membership organization whose clients include attorneys and their staffs, all of whom expect an easy-to-use interface, a high level of access, and an equally high level of privacy to protect sensitive data.
WDA’s outdated database in Access was isolated and cumbersome to maintain. The team wanted a more flexible cloud-based solution that would give them the opportunity to integrate with the new website and enable data to flow directly into their database.
Read how the DaizyLogik team addressed this challenge.
Does your Salesforce CRM feel disconnected from your business processes? Do you feel like you have to use Salesforce because is telling you to, but you end up reverting to spreadsheets and sticky notes?
As Salesforce has been gaining momentum in the nonprofit community, many nonprofits adopt and implement the powerful CRM to manage their donor engagement and programs. Through our work with nonprofits at various stages in their journey with Salesforce, we have found that while their business processes may change and evolve to meet new demands, their CRM doesn’t always keep up.
Fortunately, there are a few telltale signs that indicate that an organization is using a CRM that no longer supports their business processes. If you see your staff seeking out alternatives to Salesforce, it may be time to schedule a business process review.
At DaizyLogik we always strive to serve our clients through a thoughtful approach in which we take the coolest solutions we develop and make then widely available to as many organizations as possible. Nonprofits work hard to make the world a better place, and they deserve to have access to these solutions in a streamlined and cost effective way. So when our consultants see patterns emerge from client requests, our team of developers transform these ideas into useful products and services. We share a few examples here.
The Salesforce Data Story
Over the years, we’ve found that many organizations want to publicly share some of the important data they collect in Salesforce on their website. The most common ways to do this come with their own set of challenges:
- Exporting a snapshot of the data from Salesforce, and hard-coding it in the website. This requires manual process and results in static website content.
- Exposing Visualforce pages through sites requires custom Salesforce development which can be expensive and difficult for web developers to style in a public website.
- Using Salesforce Communities which comes with a steep price tag.
We knew there had to be a more streamlined way to make this work. Our team wanted solutions that would not require us to reinvent the wheel every time a client asks, that does not clutter Salesforce with custom code, and that can scale to benefit multiple clients. So we built them!
Arts Corps has been using Salesforce and the Nonprofit Success Pack (NPSP) for a number of years. On their website, they hosted three web-to-lead forms, which would automatically drop new information directly into Salesforce as Leads. For many years, our team at DaizyLogik was able to maintain a legacy solution for the mass conversion of these leads
When this legacy lead conversion tool finally stopped functioning completely in November 2017, Arts Corps knew it had to make a choice about how to move forward.
Read the full case study.
If you’ve ever run into or received this error message from Salesforce you know how frustrating it can be to not know right away which flow this is referring to.
The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 301A0000000TizV. Flow error messages: <b>An unhandled fault has occurred in this flow</b>An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Contact your administrator for help.
Here is one way to find out which flow this is referring to. Open the Developer Console and navigate to Query Editor. Type the following query, plugging in the id from the error message:
select masterlabel from flow where id = '301A..........V'
Make sure you check the “Use Tooling API” checkbox at the left bottom of the screen. Click Execute. This will return the label for the flow or process builder. Voila!
Do you have a favorite Salesforce report that provides you a wealth of data that you would like to represent visually? If your report is pulling together multiple sums and groupings, then one graphical representation will not be possible or desirable. But with a Dashboard in Salesforce Lightning, you can leverage the same report to show many aspects of your data in one place.
We used two of our favorite reports “New Donors Last Year” and “Second Year Donors”. These reports pull the list of gifts made last year by new and returning donors, grouped by donation Record Type and by donor, and count the number of donors as well as the number of donations.
We then used the two reports to create a rich Lightning Dashboard that visually displays various aspects of the data.
Each of the two reports was reused multiple times to extract and display different aspects of the data using the right visual representation in dashboard components. The New Donors Last Year is used to display the four dashboard components in the top row, while the Second Year Donors report was used to create the four components in the bottom row.
When adding a new Dashboard component in Lightning you can select the report you wish to use, the visual representation and the actual slice of data from the report.
By reusing the same report for multiple components you can avoid the proliferation of multiple versions of the same report, and you can easily call out various aspects of the data by visually representing them in a dashboard.
PATH hired DaizyLogik to help them improve user buy-in within the Global Engagement division and incorporate Salesforce as a true CRM for the department.
This case study offers insights into how the DaizyLogik team led the effort to implement the Nonprofit Success Pack (NPSP) on an existing Salesforce database for PATH by using a phased approach.
This body of work started with the output from the CRM planning phase, which we discussed in Part 1 of this Case Study (Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning). This work included over 900 user stories that were groomed and prioritized, an existing Salesforce instance with approximately 700 active users, 1.5GB of data to be migrated from DonorPerfect into NPSP, and integration with external applications such as DonorSearch and SoapBox Engage.
Recognizing the scale of this project, our team started by defining a few phases of implementation, each with its own theme and set of goals.
Read the full case study here.