DaizyLogik

Trusted Salesforce Partner for your mission-driven organization.

Category: Salesforce

Managing an Affordable Housing Community using Salesforce CRM and the Nonprofit Success Pack

Posted by on in Case Study, Non-Profit Success Pack, Program Management using Salesforce, Salesforce

Hilltop is a nonprofit corporation that was established with two goals in mind: to provide affordable housing for individuals aged 62 and older; and to nurture independence through innovative programs that help maintain, enhance and improve the lives of all who live there. 

Residency at Hilltop is open to all qualified, eligible persons 62 years of age or older, without regard to race, color, creed, national origin, handicap status, religion, familial status, political persuasion, sex or sexual preference.  Its 124-unit, equal-opportunity facility provides affordable apartments, many with subsidies provided by HUD or the Seattle Housing Authority.

About The Project

Hilltop reached out to DaizyLogik to help them implement Salesforce CRM with the Nonprofit Success Pack. Prior to the organization’s adoption of Salesforce CRM, Hilltop relied mainly on Excel spreadsheets and paper files to manage business operations, applicants and residents. Since many of the Hilltop residents are recipients of subsidies, the organization needed a more efficient and timely way to track activities while still maintaining compliance with the subsidy requirements for certification purposes. Hilltop also wanted to have a clearer picture of its vendors and contracts as well as keep track of communications with applicants – tracking their journey to becoming residents.

DaizyLogik used an incremental, agile, and transparent approach to build the new system that meets Hilltop’s needs. Since most staff had no prior experience with Salesforce CRM, we made sure that every new piece was built, demonstrated, and then tested and validated by staff who were provided clear testing instructions. 

Resident and Property Management with Salesforce CRM

To accomplish the goals of this project DaizyLogik leveraged the Salesforce Nonprofit Success Pack (NPSP) and built additional custom structures and processes to model the organization’s business operations. This allows Hilltop to track the whole journey for applicants from the moment they are waitlisted for a unit on the property to officially becoming residents.

Hilltop builds community and we helped built the database to support them. Read more about this project.

Managing Volunteer Opportunities at Scale with Volunteers for Salesforce and WordPress

Posted by on in Apex Code, Custom Development, Salesforce, Salesforce.org, Volunteers for Salesforce, Web Services

SHFB_Primary_Logo_RGB@2x-8Founded in 1974, Second Harvest Food Bank 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 – that is roughly 1-in-10 people across the region.

The organization distributes more fresh produce than almost any other food bank in the country, through a network of 310 nonprofit partners at 1,000 sites.

Technology is a crucial component for Second Harvest to be able to fulfill its mission – from tracking warehouse inventory and managing distribution activities, to allowing partner agencies to order online, and routing delivery to distribution sites at specific times.

Read more about the work DaizyLogik and Metric Media did to implement and re-launch the Second Harvest volunteer calendars using Volunteers for Salesforce and WordPress, to fulfill the food bank’s need to, “meet people where they are,” as described by Second Harvest Director of Information Technology, Elizabeth Whamond.

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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.

Lightning Strikes, Be Ready

Posted by on in Apex Code, Custom Development, Lightning, Salesforce, Uncategorized

Salesforce will turn on Lightning Experience on a rolling basis starting with the Winter ‘20 release for all orgs with Supported Editions and User Licenses for Lightning Experience.

After the update, users will still have access to Salesforce Classic when Lightning Experience is turned on, however for a limited time. Currently, users may take advantage of the built-in lead time to get used to the formal change coming next year, by selecting the Turn on Lightning Experience update that appears under Critical Updates.

Utilize this action to verify your organization’s existing features and customizations in the new interface and to prepare your users via change management. Start now to ensure a better experience for everyone when Lightning Experience is turned on later. Every week, starting the Sunday after Lightning Experience is turned on, Lightning Experience-enabled users who are working in Salesforce Classic are automatically logged into Lightning Experience. Users can switch back to Salesforce Classic as needed, but again, for a limited time.


WHAT’S THE TIMELINE FOR THIS UPDATE?

Beginning in Winter ‘20, the update starts to auto-activates. See the auto-activation date listed under Critical Updates for your organization’s specific auto-activation date.

WHICH EDITIONS AND USERS ARE AFFECTED?

All users with the Lightning Experience User permission enabled are affected by this critical update. This includes all users with: (1) Standard profiles, which automatically include the Lightning Experience User permission by default and (2) Custom profiles or permission sets that have the Lightning Experience User permission included.

Set Up Users for Lightning Experience

HOW CAN YOU PREPARE FOR THE UPDATE?

Salesforce offers excellent transition tools that automate and speed up the process. The Lightning Experience Transition Assistant is a one-stop shop for all of the recommended steps and tools that you need; but of course, DaizyLogik is available to assist clients as well.LexNov2019TipsDaizyLogik has done several upgrades to Lightning now, and depending on the timing of the move and the level of customization in the Salesforce instance, the level of effort has been between do-it-yourself to “you need a developer”.

Salesforce has continually improved the automatic inventory of artifacts that need special attention during a Lightning conversion, also known as the Readiness Check. The Lightning Experience Migration Assistant has been replaced by the Lightning Experience Transition Assistant, your central hub for all of the recommended activities, tools, and resources for a successful transition. There are now Beta versions of tools to inventory and convert JavaScript buttons, Visualforce pages, and URL hacks.

Some of the artifacts can be converted automatically by Salesforce, but for those more complicated cases that the tools cannot convert, you will need a consultant and possibly a developer to build the equivalent button, link or page navigation in Lightning.

Specifically, we want to show how we leveraged the power of Lightning Components to solve some of the more complicated cases we ran across.

Read More “Lightning Strikes, Be Ready”

Salesforce CRM, the ‘PATH’ to Global Engagement

Posted by on in Case Study, Non-Profit Success Pack, Salesforce, Salesforce.org

For many nonprofits fundraising is not just a means of raising critical funds, but also a way to promote the message and goals of a charity. Given enough time and capital, a charity has the potential to go global with engagement, ensuring the organization can continue support its cause; for example, funding research. What can get in the way of potential lifechanging funding? Operations that aren’t consistently streamlined. This is where Salesforce can be a powerful tool in constituent management; with more importantly, the right training.

Salesforce has earned its place as one of the most comprehensive CRM software options on the market. A popular solution for for-profit businesses, many nonprofits tend to fall into the belief that because of their specific needs, it may not be the right fit – fortunately, that’s not true! Salesforce.org Nonprofit Cloud is the only complete platform for nonprofits. It’s the only platform that gives you a 360-degree view of an organization’s mission, and is the only platform built with a community of over 30,000 trailblazers. Its program allows users to deepen constituent relationships, deliver better programs, and accelerate its transformation into a connected nonprofit. A great example of its possibilities was established by DaizyLogik client, PATH, and case study: Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning; specifically with client lead, Catherine Endicott. Catherine came into the project with no prior Salesforce CRM experience, but as an experienced fundraising professional. Our team worked alongside her and the PATH team throughout the project to drive the migration of the organization fundraising data and processes from Donor Perfect Online to Salesforce CRM.

Now, two years later, Catherine has not only grown more confident in her use of Salesforce CRM but, has started helping others in the community by sharing some of the practices that our team helped put in place at PATH. Don’t just take our word for it though, please allow Catherine to explain herself in our recent customer review, below.

Read More “Salesforce CRM, the ‘PATH’ to Global Engagement”

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”

HomeKeeper – A Fieldset Container Lightning Component

Posted by on in Apex Code, Custom Development, Lightning, Salesforce

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.

Read More “HomeKeeper – A Fieldset Container Lightning Component”

Adding CAPTCHA to Volunteers for Salesforce Sign Up Form

Posted by on in Apex Code, Custom Development, Salesforce, Volunteers for Salesforce

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.

Read More “Adding CAPTCHA to Volunteers for Salesforce Sign Up Form”

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.

A Case Study for using FormAssembly to Manage Ticket Sales

Posted by on in Automation, Case Study, Non-Profit Success Pack, Salesforce, Salesforce.org

Washington Global Health Alliance (WGHA) has been using Salesforce and the Nonprofit Success Pack for a few years to track and manage their members and donors. The data collected in Salesforce allows WGHA to measure and report on their members’ interactions and collaboration, and ultimately on the impact of their work in the global health community.

WGHA organizes a number of member and public events throughout the year. They had used Eventbrite to manage ticket sales, and had tested Brown Paper Tickets, but were disappointed with the new price points of both platforms and policy changes, and wanted to find another solution. More importantly, they wanted a solution that would easily feed all event data into Salesforce and remove the need for double data entry. Once the information was in Salesforce, they wanted to track the participation and payments of event attendees, donors, and other stakeholders associated with the organization.

Since the WGHA team was not looking for a full-blown event management system, the DaizyLogik team recommended FormAssembly.

Learn more about this decision and how our team helped to empower WGHA’s team to use this new tool with confidence.