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.
When recruiting a Salesforce CRM consultant, it’s very tempting for project managers in organizations to equate this individual with the contractors they’ve hired to do other jobs, such as installing a new roof. After all, both the Salesforce consultant and the roofer require a very specific skill set to do their jobs well, take on a certain set of risks, and probably cost more than one might originally expect.
Salesforce consultants know the feeling all too well that their bids and proposals are reviewed as if they were simply quotes for a new roof. And it sounds fair on the surface, if you believe that Salesforce consulting equals a one-off home repair project.
If you’re in the shoes of an organization evaluating a consulting proposal for your Salesforce CRM and find yourself struggling with the question of how to evaluate consultants, consider the following points.
To improve user buy-in within the Global Engagement division and incorporate Salesforce as a true CRM for the department, PATH hired DaizyLogik to help them facilitate this process.
Over the course of six months, the DaizyLogik team joined members of PATH’s GE division for over 46 discussions to define use cases and identify process-related requirements and business rules, collecting over 900 user stories. Our team provided guidance on process improvements while effectively communicating Salesforce and Nonprofit Success Pack functionality, evaluated data migration needs, and prepared an implementation plan.
This Case Study provides insights into how DaizyLogik applied our consulting and project delivery methodology to a cross-organizational, complex Salesforce and Nonprofit Success Pack implementation. It also discusses the questions and challenges faced by core members of the PATH and DaizyLogik teams during this extensive requirements collection process. We describe our approach and share some key takeaways that we hope others will find useful.
Read the case study here.
EarthCorps coordinates 850 volunteer events, field projects, and workshops each year, and they must frequently update event details, dates, and teams as circumstances change. The process of updating the details for each event involved a number of time consuming steps.
This process was not particularly easy and team members complained that it took too much time. On top of that, users did not have a visual to reference while they were making changes to the calendar, which made it more difficult to keep track of things.
EarthCorps leadership wanted to make it easier for project teams to make updates to their events. They wanted to be able to take the visual image of an event on the Calendar and simply drag it to a new location within the same month, or to a new month, automatically updating the event’s information.
Read how we made this happen.
Grounded Solutions Network worked with DaizyLogik, SoPact, and an advisory committee of users to help develop HomeKeeper into a HUD compliant CMS. As a sector-wide program management and impact measurement tool, HomeKeeper was well positioned to build on their popular app by expanding the housing counseling features and seeking approval from the US Department of Housing and Urban Development. Once made publicly available, HomeKeeper will be an excellent tool for affordable homeownership programs that offer workshops and other housing counseling services.
Read the full Case Study.
Development directors for nonprofits of all sizes spend their days thinking through strategies about how to raise money so their organization can do the amazing things it was created to do.
Two online fundraising strategies that have emerged in the past few years raise the bar in terms of how nonprofits connect with their communities and engage their donors. Nonprofits can now use both crowdfunding and peer-to-peer fundraising campaigns to raise the the funds they need in ways that are far more public and interactive than traditional donor acquisition methods.
These are powerful fundraising strategies on their own. But when combined with a nonprofit’s CRM like Salesforce, they can help an organization build on a campaign’s success to reach a wider audience, grow their donor base, and multiply their impact.
Fresh from the Salesforce Global Lightning Tour 2017
Our consultants attended the Salesforce Lightning Tour ’17 workshop this week and are very excited about some of the latest features in Lightning. They’re pretty awesome.
Whether you’re already using Lightning or are considering moving to Lightning, we wanted to share some of the newest highlights.
EarthCorps is a nonprofit based in Seattle, Washington, that uses the natural classroom of The Puget Sound to teach young leaders the skills they need to address the environmental challenges facing our planet today. Every year, more than 10,000 youth, business leaders, and community members connect through EarthCorps to care for public parks and trails in the region. EarthCorps’ Mission is “to build a global community of leaders through local environmental service.”
We encourage you to learn more about EarthCorps’ impact from their website: https://www.earthcorps.org/
EarthCorps is using the Volunteers for Salesforce app to help them manage their extensive volunteer program. The Volunteers for Salesforce app enables you to show a calendar of events on your website. This is a useful tool to recruit volunteers, but EarthCorps felt they were not reaching all potential volunteers because their online calendar did not respond well on mobile technology. EarthCorps decided to redesign their website on WordPress and recruited DaizyLogik to help ensure they could display a responsive volunteer event calendar.
Our DaizyLogik developers knew that it would be a complex undertaking to make the existing Volunteers for Salesforce calendar mobile friendly. Additionally, it would be difficult to make it match the look and feel of the rest of the website, since WordPress has their own internal fonts and themes that do not generally match content pulled from Salesforce directly. Our team proposed a different solution: Write web services to retrieve the necessary data from Salesforce and incorporate it into the WordPress site.
Congrats! You’ve landed a new job taking care of your organization’s Salesforce.
Unfortunately, it’s an old Salesforce instance, and it needs a little love. We know how intimidating that can be, especially when you’re looking at data that may well be almost a decade old. After all, one benefit of Salesforce is that you can use it for years without needing to dump the system and start with something fresh.
Our team recently connected with a new Salesforce administrator who shared with us some of her concerns about inheriting her organization’s old system. In this case, her organization had been using Salesforce since 2008 and it had become quite cluttered with unnecessary data and apps.