Oct 26, 2022
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Completed
A Nonprofit Single Parents Organization Migrates to Salesforce
$25,000+
4-6 months
United States
2-5
Service categories
Service Lines
Cloud Consulting
Software Development
Domain focus
Non-profit
Challenge
The customer is a US-based nonprofit organization providing housing and financial education programs for single parents. The customer sought to update their toolset for managing donations and members’ requests using Salesforce Nonprofit Success Pack (NPSP). Data migration from the existed organization’s system to Salesforce, which we performed, was a part of that update process.
The customer is a US-based nonprofit organization providing housing and financial education programs for single parents. The customer sought to update their toolset for managing donations and members’ requests using Salesforce Nonprofit Success Pack (NPSP). Data migration from the existed organization’s system to Salesforce, which we performed, was a part of that update process.
Solution
- installed the Nonprofit Success Pack;- made changes in data models including the setup of custom fields, statuses, support process, record types, page layouts;- reviewed, cleaned, and transformed data into NPSP’s format;- mapped additional fields for supported data objects;imported data;- configured the security for community members through the use of profiles, permission sets, field-level security settings;- integrated Formstack, workplace productivity software for implementing custom lead forms, working with online documents
- installed the Nonprofit Success Pack;- made changes in data models including the setup of custom fields, statuses, support process, record types, page layouts;- reviewed, cleaned, and transformed data into NPSP’s format;- mapped additional fields for supported data objects;imported data;- configured the security for community members through the use of profiles, permission sets, field-level security settings;- integrated Formstack, workplace productivity software for implementing custom lead forms, working with online documents
Results
When all the works were completed, the organization got a more structured and organized storage of various types of data enabling the community managers to get a single view of a member. Implementation of custom web forms simplified the donation process and allowed the organization to work more effectively with leads and communication.
When all the works were completed, the organization got a more structured and organized storage of various types of data enabling the community managers to get a single view of a member. Implementation of custom web forms simplified the donation process and allowed the organization to work more effectively with leads and communication.