HomeKeeper – A Fieldset Container Lightning Component

Problem Description

DaizyLogik and Grounded Solutions Network were working on making the HomeKeeper app managed package Lightning compatible. The primary custom object in HomeKeeper has nearly 300 fields on its package page layout, a common design in Salesforce Classic for complex objects that allows users to view related fields of a record on one page via formula fields.

One limitation when using Lightning experience is that a maximum of 254 fields can be displayed on a page layout or Lightning page. For an object with more than 254 fields, not all fields can be added to a Lightning layout to be displayed all at once, which means an administrator needs to be selective as to which fields will be shown. Currently, the available workarounds are:

  • Use Salesforce Classic
  • Remove fields from the layout so fewer than 254 fields are displayed at one time
  • Find a Lightning component on the AppExchange that can display fields from an object and ‘break up’ the page in multiple parts. This particular workaround would not work in our case, because of the need to package such a component with the HomeKeeper App, which is not possible.

Adding CAPTCHA to Volunteers for Salesforce Sign Up Form

Nonprofits love when volunteers sign up and engage with the organization. When using Volunteers for Salesforce this is accomplished through the sign up form that allows sign ups to flow from the online form directly into Salesforce. It is therefore important to protect the quality of the incoming data and make sure it is humans signing up and not bots.

This article will show how to enhance the Volunteers for Salesforce Signup page with CAPTCHA using very little customization.

Please keep in mind that the Volunteers for Salesforce Sign Up page is part of the managed package Volunteers for Salesforce so in order to add the CAPTCHA some coding will be needed.

Process Improvements with Custom Development and Integration

rentonOur DaizyLogik team has 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 Renton, Washington, as they sought to adopt and customize the Business and Occupation Tax system, a service oriented, extensible and modular system 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.

The goals of this project were: to implement and customize the Business and Occupation Tax software package in accordance to the City of Renton’s specific requirements and tax rules, integrate it with FileLocal’s web-based tax filing portal and the city’s GIS system.

Read More about how this project contributed to the digital transformation of a local agency.

Building A Teacher Portal Using Salesforce Communities for ArtsCorps

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

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.

Addressing Salesforce CRM Storage Limitations – A Document-Oriented Database Inspired Approach

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.

Supporting Local Governments with Custom Development

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.

Read more.

Share your Salesforce Data with Your Constituents

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!

0 comments on “Are You Recruiting a Salesforce Consultant or a Roofer?”

Are You Recruiting a Salesforce Consultant or a Roofer?

Daizy Logik: Creativity. Rigor.

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.

The Drag-n-Drop Calendar: Interactive, Real-Time Event Management

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.