Salesforce Implementation for faster volunteer eligibility processes for non-profits

About Company

Stationed in Oakland, California, the foundation is a non-profit provider of individualized support and attention for reading. 

The programs are aimed at helping children read at the grade-level by grade 4, as well as at helping them stay in school to lower dropout rates for a chance at a fulfilling life.

Operations and methodologies are backed by pedagogical research findings as well as support from multiple friend foundations.

Challenges Faced

ISV License Optimizations

To make its programs work, the group forges associations with local communities, parents, teachers, and workshops to meet requirements for reading support.

For this, the company needed a way to take in volunteers through forms, administer training for one-on-one literacy tutoring, and track progress over structured lesson plans in various geographies.

They’d already set up Formstack for these purposes, but they weren’t using their license capabilities to the fullest and were in needed significant directions and recommendations.

Unscheduled Processes

Apart from these specific processes needed to be called at the end of the sequence that couldn’t be done through Process Builder and thus uses triggers.

Key Improvement for Client

0 %
Immediate reduction in time-to-verify for prospective volunteers.
0 %
Sharp decline in reported detail-captures.
0 %
Overall drop in Case-Resolution TAT.

Proposed Solutions

Form Enhancements

We implemented template styles in Formstack for Light and Dark reading modes.

Processes and Flow Automations

Next, a Process calculated volunteer hours and

Separate flows were written to automate capturing Volunteer hours and subsequent updates.

They Had volunteer forms for multiple locations. We worked on the one for Baltimore. Also, Contacts would get inserted with each form filled through another Workflow.

Fields for Annual Tutor Data, Volunteer Hours and To Entry were also added to the Contact Object.

Trigger-based Schedules

They could now update fields over other Objects in the desired sequence through a Trigger

Result:

Our Location worldwide
India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
SR Tower 2nd Floor Hydel Gate Haldwani Uttarakhand 263126 +91-5946359996
USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818