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!

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.

HomeKeeper 2.0 – Building the Future of HUD Reporting in Salesforce

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.