A Use Case for FormAssembly to Salesforce Integration – Improved Efficiencies

Arts Corps has been using Salesforce and the Nonprofit Success Pack (NPSP) for a number of years. On their website, they hosted three web-to-lead forms, which would automatically drop new information directly into Salesforce as Leads. For many years, our team at DaizyLogik was able to maintain a legacy solution for the mass conversion of these leads

When this legacy lead conversion tool finally stopped functioning completely in November 2017, Arts Corps knew it had to make a choice about how to move forward.

Read the full case study.

The Power of a Phased Approach: Implementing the Nonprofit Success Pack in an Existing Salesforce Instance

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.

Pledge Rollup Unmanaged Package

Some non-profits want to rollup pledges (donations with StageName=’Pledged’). NPSP provides user-defined rollups for ‘Posted’ donations.

Daizylogik has built an unmanaged package for Pledge Rollups on Accounts and Contacts for the current and previous calendar and fiscal years. It also, rolls up the Payments for pledges.

You can install it from here:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t61000000gOV2
The source code is available here: https://github.com/daizylogik/DZ_DEV.git

Post Installation Instructions:
1. add the following fields to the Account and Contact page layout:
Pledge_Payment_Amt_Recvd_Current_CY__c
Pledge_Payment_Amt_Recvd_Current_FY__c
Pledge_Payment_Amt_Recvd_Previous_CY__c
Pledge_Payment_Amt_Recvd_Previous_FY__c
Total_Pledges_Current_CY__c
Total_Pledges_Current_FY__c
Total_Pledges_Previous_CY__c
Total_Pledges_Previous_FY__c

2. Edit the Search Layout for the Opportunities, and the add the Calculate Pledge Totals button, so you can run the rollups on demand.

3. If you would like to schedule the rollup job, use the PledgeRollupBatch class.

by Vladimir Martinov