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
