DaizyLogik

Trusted Salesforce Partner for your mission-driven organization.

Category: Business Processes

Leveraging Twilio API to validate and clean up mobile numbers in Salesforce CRM

Posted by on in Apex Code, Automation, Business Processes, Custom Development, Flow

Background

Founded in 1974, Second Harvest of Silicon Valley is one of the largest food banks in the nation, providing food to more than a quarter of a million people in Santa Clara and San Mateo counties every month.

Second Harvest of Silicon Valley uses Mogli for texting out of Salesforce. Mogli is a texting app built on Twilio that offers one-to-one messaging, surveys, and WhatsApp integration. Twilio is a platform that provides programmable communication tools for making and receiving phone calls, and sending and receiving text messages.

Problem 

When using a texting app, U.S. carriers require message originators (you or your customers) to keep subscriber lists clean by removing deactivated phone numbers from your lists. Recently, Twilio launched the Deactivations API, allowing customers to automate the process of downloading and cleaning deactivated subscribers from their lists. The reason to do this is two fold:

  1. Prevent Telephone Consumer Protection Act (TCPA) violations and ensure the SMS Campaigns are compliant by removing phone numbers that no longer belong to the person who signed up for the service.
  2. Lower the costs by minimizing messages sent to inactive numbers.

Additionally, Second Harvest of Silicon Valley wanted to ensure they have fewer errors when texting clients, by validating that the mobile numbers provided are actual mobile numbers. This required excluding numbers that are landlines, cannot be reached via text or are simply bad numbers. 

In absence of Mogli providing this functionality out of the box, the client reached out to DaizyLogik to design a solution that could be leveraged to accomplish this and would fit with Second Harvest’s business needs.

Full Sweep and Ongoing Maintenance

DaizyLogik worked with Second Harvest of Silicon Valley to craft a solution that would allow a full sweep of the mobile numbers in the Salesforce database paired with a “verify as you go” solution that keeps the data clean as new records are created, or information is obtained about Deactivated numbers.

For an initial validation of all existing mobile numbers in the Salesforce database, DaizyLogik implemented an off-platform Python script that ran an export of all mobile numbers in the database through the Twilio verification API. This ensured a fast verification process, free of Salesforce governor limits on a high volume of data. Additionally, DaziyLogik developed Apex and Flow automation to validate numbers in real-time as they are added to the system. To make sure nothing slips through, an additional nightly job looks for mobile numbers that have not been verified and makes sure they get validated at off peak hours.

In addition, by leveraging Apex, DaizyLogik assembled a solution to download the Deactivated number logs from Twilio, process them and update records accordingly in Salesforce.

Conclusion

The solution that DaizyLogik designed and implemented allowed Second Harvest of Silicon Valley to meet their goals in terms of data hygiene, maintain TCPA compliance and save money by having confidence that they are texting verified mobile numbers that are less likely to result in an error.

Want to learn more? Contact DaizyLogik to learn more about how we can support you with specialized consulting and custom development and help you get the most out of Salesforce.

Scalable Client Intake for Better Program Data Tracking

Posted by on in Business Processes, Case Study, Non-Profit Success Pack, Salesforce, Salesforce Community Cloud

clear logoCommunity Action Partnership San Bernardino County or ‘CAPSBC’ for short, hired DaizyLogik to assist in building out a system that helps them streamline the tracking and reporting on program data collected by each of their affiliated food banks and food distribution centers. CAPSBC had been using Salesforce CRM for a few years to support certain aspects of their business operations such as fundraising and food donations. Moving their food bank programs into Salesforce was the natural step into leveraging the platform to support their mission.

Learn more about how the DaizyLogik team utilized Salesforce with Nonprofit Success Pack and Community Cloud to build a custom intake system that scales to serve multiple programs and their 200+ nonprofits partners.

Engaging Members, Building Relationships

Posted by on in Business Processes, Case Study, Member Engagement, Non-Profit Success Pack, Uncategorized

Net Hope LogoDaizyLogik client, NetHope, a consortium of nearly 60 leading global nonprofits, empowers committed organizations to change the world through the power of technology. Its members deliver over 60 percent of all annual, international, non-governmental aid. NetHope unites with over 60 technology companies and funding partners to design, fund, implement, adapt, and scale innovative approaches to solve development, humanitarian, and conservation challenges. Together, the NetHope community strives to transform the world, building a platform of hope for those who receive aid and those who deliver it.

NetHope has been using Salesforce and the Nonprofit Success Pack for a few years but wanted to increase the adoption of the system with its staff and take full advantage of its capabilities, in support of the organization’s fundraising and membership management efforts.

Learn more about how we approached this work and the journey of making Salesforce CRM an effective tool, central for the organization.

Where Is The Project? – Salesforce CRM For The Long Haul

Posted by on in Automation, Business Processes, Custom Development, Salesforce, Salesforce.org, Strategy, Uncategorized

Whether you are a nonprofit Salesforce CRM administrator struggling with the decision of when and how to bring in a Salesforce consultant to help your team overcome the complexities of the CRM or you are a consultant evaluating a Salesforce CRM engagement, you have probably given a lot of thought to what makes your work a project.

In the world of Salesforce CRM consulting it’s often expected and required to define and secure projects, work on projects, talk about projects and be rated and evaluated on the success of projects.

But what about the other work we do with our clients that falls outside the box of a “project”? This blog is about shining a spotlight on the non-project work we do day in and day out in partnership with our clients.  

Read More “Where Is The Project? – Salesforce CRM For The Long Haul”

Building A Teacher Portal Using Salesforce Communities for ArtsCorps

Posted by on in Apex Code, Business Processes, Custom Development, Lightning, Salesforce, Salesforce Community Cloud

ArtsCorpsArtsCorps works with a growing number of teaching artists and other teaching professionals who need to track and submit student attendance as well as payroll information.They had designed a functional solution, but after a number of years, the team realized that it was not a solution that could scale to accommodate the need for a growing number of teaching artists to submit attendance tracking data, timesheets, and expenses.

The ArtsCorps team reached out to DaizyLogik to propose alternative solutions that would allow teaching artists to manage and enter attendance for their classes, timesheets, and expense information through a self-serve online portal. After exploring several options, DaizyLogik recommended using Salesforce Customer Communities to build the teacher portal that would put the ability to manage class information, student attendance, and payroll information in the hands of teachers.

Read more about how this customized solution helped ArtsCorps by designing a simple, self-serve system to support their team.

Partnership, Agility, Documentation: Keys to a Long Term Solution

Posted by on in Business Processes, Case Study, Custom Development, Lightning

Beginning in early 2017, DaizyLogik partnered with Saasinct to help the Fund for Global Human Rights make a significant upgrade to their technology toolkit, including a move to Salesforce Lightning and migrating from Salsa to Engaging Networks to manage donations and email marketing, which required both meticulous data quality management and the development of a new bi-directional sync with Salesforce.

Multiple teams, requirements that evolved as we dug deeper and learned together, and a client whose priorities changed over time as they responded to rapid changes in their field and the world at large. These are everyday realities for most technology solution scenarios in today’s complex world. We found that combining the Agile Method, transparent project management that kept the client in the driver’s seat, light documentation targeted to future users, and a truly collaborative partnership in which each party could speak freely and respectfully push the others’ boundaries was a recipe for success.
Read the case study here.

Updating and Automating Business Processes Through Salesforce NPSP

Posted by on in Business Processes, Case Study, Non-Profit Success Pack, Salesforce

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.

Business Processes Change. Your Salesforce CRM Should Change With Them.

Posted by on in Business Processes, Non-Profit Success Pack, Salesforce, Strategy

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.

Read More “Business Processes Change. Your Salesforce CRM Should Change With Them.”