A Nonprofit Client powers up its fundraising capability by enriching campaign management process

 

About the Client

Client is a nonprofit organization, bridges communities and resources throughout southwestern Pennsylvania to help neighbors overcome food insecurity and lead happy, healthy lives.

 

Solution

  • Created a visual flow with lightning page separately so as to not impact the ongoing processes
  • Enabled the deep clone wizard to clone the existing Campaign with the same volunteers and slots.
  • Created a custom button to launch the wizard screen in the campaign object

Benefits

  • No downtime during the deployment, thus client’s crucial food delivery operations were not disrupted
  • Rich UI increased user adoption and productivity
  • Campaign managers were able to easily update data and manage 25% more campaigns

Salesforce: Sales Cloud

Technologies: Campaign management, Volunteer management, Visual flow with lightning page, Deep clone wizard, Nonprofit